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 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.8B |
| 2 |
American International
AIG
|
+$505M |
| 3 |
iShares China Large-Cap ETF
FXI
|
+$342M |
| 4 |
Xerox
XRX
|
+$300M |
| 5 |
PepsiCo
PEP
|
+$294M |
Top Sells
| 1 |
Apple
AAPL
|
+$375M |
| 2 |
Qualcomm
QCOM
|
+$339M |
| 3 |
Johnson & Johnson
JNJ
|
+$304M |
| 4 |
Eversource Energy
ES
|
+$287M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$275M |
Sector Composition
| 1 | Financials | 9.82% |
| 2 | Healthcare | 7.64% |
| 3 | Energy | 7.34% |
| 4 | Technology | 7.3% |
| 5 | Consumer Discretionary | 6.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6051
American Coastal Insurance
ACIC
$538M
| $8K | ﹤0.01% |
580
-28
| -5% | -$386 |
|
6052
Aethlon Medical
AEMD
$2.01M
| $8K | ﹤0.01% |
+1
| New | +$8K |
|
6053
Digital Turbine
APPS
$504M
| $8K | ﹤0.01% |
4,500
| – | – |
|
6054
ProShares Ultra Silver
AGQ
$901M
| $7K | ﹤0.01% |
222
-1,416
| -86% | -$44.6K |
|
6055
Aspen Aerogels
ASPN
$558M
| $7K | ﹤0.01% |
+925
| New | +$7K |
|
6056
Amtech Systems
ASYS
$135M
| $7K | ﹤0.01% |
1,712
-600
| -26% | -$2.45K |
|
6057
Grupo Aval
AVAL
$4B
| $7K | ﹤0.01% |
864
-547
| -39% | -$4.43K |
|
6058
CareDx
CDNA
$724M
| $7K | ﹤0.01% |
1,703
+703
| +70% | +$2.89K |
|
6059
CF Bankshares
CFBK
$162M
| $7K | ﹤0.01% |
+1,015
| New | +$7K |
|
6060
Cohen & Co
COHN
$24M
| $7K | ﹤0.01% |
473
-66
| -12% | -$977 |
|
6061
Global X Copper Miners ETF NEW
COPX
$2.24B
| $7K | ﹤0.01% |
589
-795
| -57% | -$9.45K |
|
6062
Corbus Pharmaceuticals
CRBP
$116M
| $7K | ﹤0.01% |
133
+67
| +102% | +$3.53K |
|
6063
Crawford & Co Class B
CRD.B
$506M
| $7K | ﹤0.01% |
+1,286
| New | +$7K |
|
6064
Data I/O
DAIO
$32.1M
| $7K | ﹤0.01% |
3,053
-3,315
| -52% | -$7.6K |
|
6065
DLH Holdings
DLHC
$79.3M
| $7K | ﹤0.01% |
2,448
-633
| -21% | -$1.81K |
|
6066
Galectin Therapeutics
GALT
$368M
| $7K | ﹤0.01% |
2,957
+845
| +40% | +$2K |
|
|
GAU
6067
Galiano Gold
GAU
$651M
| $7K | ﹤0.01% |
+4,690
| New | +$7K |
|
6068
New Concept Energy
GBR
$5.54M
| $7K | ﹤0.01% |
5,445
+5,155
| +1,778% | +$6.63K |
|
6069
Global X Gold Explorers ETF NEW
GOEX
$93.9M
| $7K | ﹤0.01% |
414
-975
| -70% | -$16.5K |
|
6070
Harvard Bioscience
HBIO
$19.3M
| $7K | ﹤0.01% |
1,750
| – | – |
|
|
STRR
6071
Star Equity Holdings, Inc. Common Stock
STRR
$33.2M
| $7K | ﹤0.01% |
280
+215
| +331% | +$5.38K |
|
6072
iBio
IBIO
$18.1M
| $7K | ﹤0.01% |
2
+1
| +100% | +$3.5K |
|
6073
Indaptus Therapeutics
INDP
$2.76M
| $7K | ﹤0.01% |
+1
| New | +$7K |
|
6074
inTEST
INTT
$89.8M
| $7K | ﹤0.01% |
1,649
-2,589
| -61% | -$11K |
|
6075
LGL Group
LGL
$35.1M
| $7K | ﹤0.01% |
4,996
-3,838
| -43% | -$5.38K |
|