UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$599M |
| 2 |
iQIYI
IQ
|
+$395M |
| 3 |
Gaotu Techedu
GOTU
|
+$394M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$344M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$336M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$559M |
| 2 |
Apple
AAPL
|
+$442M |
| 3 |
Microsoft
MSFT
|
+$402M |
| 4 |
Alibaba
BABA
|
+$329M |
| 5 |
CZR
Caesars Entertainment Corporation
CZR
|
+$226M |
Sector Composition
| 1 | Technology | 13.6% |
| 2 | Consumer Discretionary | 8.54% |
| 3 | Financials | 7.78% |
| 4 | Healthcare | 7.68% |
| 5 | Communication Services | 5.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6001
Tronox
TROX
$774M
| $10K | ﹤0.01% |
1,322
-29,739
| -96% | -$225K |
|
6002
Antelope Enterprise Holdings
AEHL
$14.1M
| $9K | ﹤0.01% |
11
+6
| +120% | +$4.91K |
|
6003
First Trust Active Factor Mid Cap ETF
AFMC
$85.6M
| $9K | ﹤0.01% |
+500
| New | +$9K |
|
6004
Apellis Pharmaceuticals
APLS
$2.98B
| $9K | ﹤0.01% |
293
-2,527
| -90% | -$77.6K |
|
6005
Atossa Therapeutics
ATOS
$106M
| $9K | ﹤0.01% |
3,855
+2,267
| +143% | +$5.29K |
|
6006
Blue Ridge Bankshares
BRBS
$385M
| $9K | ﹤0.01% |
951
+328
| +53% | +$3.1K |
|
6007
China Natural Resources
CHNR
$5.17M
| $9K | ﹤0.01% |
+206
| New | +$9K |
|
6008
Clean Energy Fuels
CLNE
$531M
| $9K | ﹤0.01% |
3,674
-57,663
| -94% | -$141K |
|
6009
Crawford & Co Class B
CRD.B
$501M
| $9K | ﹤0.01% |
1,421
+232
| +20% | +$1.47K |
|
6010
Castor Maritime
CTRM
$19.7M
| $9K | ﹤0.01% |
+575
| New | +$9K |
|
6011
CuriosityStream
CURI
$271M
| $9K | ﹤0.01% |
863
+513
| +147% | +$5.35K |
|
6012
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$86.1M
| $9K | ﹤0.01% |
+272
| New | +$9K |
|
|
FPI
6013
Farmland Partners
FPI
$480M
| $9K | ﹤0.01% |
1,310
-8,098
| -86% | -$55.6K |
|
6014
Freedom Holding
FRHC
$10.1B
| $9K | ﹤0.01% |
384
-46
| -11% | -$1.08K |
|
6015
FVCBankcorp
FVCB
$241M
| $9K | ﹤0.01% |
1,100
-3,601
| -77% | -$29.5K |
|
6016
Graham Corp
GHM
$569M
| $9K | ﹤0.01% |
736
-3,048
| -81% | -$37.3K |
|
|
LRFC
6017
DELISTED
Logan Ridge Finance Corp
LRFC
| $9K | ﹤0.01% |
984
-5,894
| -86% | -$53.9K |
|
6018
LSB Industries
LXU
$600M
| $9K | ﹤0.01% |
6,755
+5,455
| +420% | +$7.27K |
|
6019
Lyra Therapeutics
LYRA
$10.4M
| $9K | ﹤0.01% |
17
-17
| -50% | -$9K |
|
6020
Mistras Group
MG
$300M
| $9K | ﹤0.01% |
2,414
-3,980
| -62% | -$14.8K |
|
|
NNDM
6021
Nano Dimension
NNDM
$302M
| $9K | ﹤0.01% |
3,348
-5,827
| -64% | -$15.7K |
|
6022
TransAlta
TAC
$3.82B
| $9K | ﹤0.01% |
1,471
-4,040
| -73% | -$24.7K |
|
6023
Motley Fool 100 Index ETF
TMFC
$1.71B
| $9K | ﹤0.01% |
297
-1,609
| -84% | -$48.8K |
|
6024
Travelzoo
TZOO
$105M
| $9K | ﹤0.01% |
+1,339
| New | +$9K |
|
6025
iShares MSCI UAE ETF
UAE
$166M
| $9K | ﹤0.01% |
860
-466
| -35% | -$4.88K |
|