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 |
Chipotle Mexican Grill
CMG
|
+$692M |
| 2 |
SPDR Gold Trust
GLD
|
+$432M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$294M |
| 4 |
PX
Praxair Inc
PX
|
+$288M |
| 5 |
Visa
V
|
+$208M |
Top Sells
| 1 |
Boeing
BA
|
+$438M |
| 2 |
VanEck Gold Miners ETF
GDX
|
+$255M |
| 3 |
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
|
+$178M |
| 4 |
TE
TECO ENERGY INC
TE
|
+$176M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
+$161M |
Sector Composition
| 1 | Financials | 8.14% |
| 2 | Healthcare | 7.99% |
| 3 | Technology | 7.51% |
| 4 | Consumer Discretionary | 6.36% |
| 5 | Industrials | 6.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6376
Asure Software
ASUR
$219M
| $2K | ﹤0.01% |
297
-3,093
| -91% | -$20.8K |
|
6377
Aware
AWRE
$58.2M
| $2K | ﹤0.01% |
304
-3,045
| -91% | -$20K |
|
6378
Bridgeline Digital
BLIN
$16.4M
| $2K | ﹤0.01% |
9
+5
| +125% | +$1.11K |
|
6379
United States Brent Oil Fund
BNO
$103M
| $2K | ﹤0.01% |
135
-2,448
| -95% | -$36.3K |
|
6380
Better Online Solutions
BOSC
$30.2M
| $2K | ﹤0.01% |
694
-1,089
| -61% | -$3.14K |
|
6381
Camtek
CAMT
$3.71B
| $2K | ﹤0.01% |
+572
| New | +$2K |
|
6382
Comstock Holding Companies
CHCI
$186M
| $2K | ﹤0.01% |
+887
| New | +$2K |
|
6383
CEMIG Ordinary Shares
CIG.C
$7.92B
| $2K | ﹤0.01% |
1,268
-709
| -36% | -$1.12K |
|
6384
Conifer Holdings
CNFR
$11.3M
| $2K | ﹤0.01% |
+237
| New | +$2K |
|
6385
China Pharma Holdings
CPHI
$5.97M
| $2K | ﹤0.01% |
+16
| New | +$2K |
|
6386
Champions Oncology
CSBR
$88.8M
| $2K | ﹤0.01% |
1,200
-422
| -26% | -$703 |
|
6387
CSP Inc
CSPI
$108M
| $2K | ﹤0.01% |
296
-1,554
| -84% | -$10.5K |
|
6388
CareTrust REIT
CTRE
$7.54B
| $2K | ﹤0.01% |
109
-1,078
| -91% | -$19.8K |
|
6389
ProShares MSCI Emerging Markets Dividend Growers ETF
EMDV
$7.22M
| $2K | ﹤0.01% |
33
-241
| -88% | -$14.6K |
|
6390
Eterna Therapeutics
ERNA
$9.9M
| $2K | ﹤0.01% |
1
| – | – |
|
6391
Full House Resorts
FLL
$120M
| $2K | ﹤0.01% |
1,000
-252
| -20% | -$504 |
|
6392
Global X Gold Explorers ETF NEW
GOEX
$91.8M
| $2K | ﹤0.01% |
+50
| New | +$2K |
|
6393
NN Inc
NNBR
$121M
| $2K | ﹤0.01% |
100
-400
| -80% | -$8K |
|
6394
OFG Bancorp
OFG
$1.96B
| $2K | ﹤0.01% |
234
-3,667
| -94% | -$31.3K |
|
6395
PEDEVCO
PED
$55.1M
| $2K | ﹤0.01% |
1,153
-11,055
| -91% | -$19.2K |
|
6396
Perion Network
PERI
$415M
| $2K | ﹤0.01% |
673
+583
| +648% | +$1.73K |
|
6397
Parke Bancorp
PKBK
$267M
| $2K | ﹤0.01% |
213
-339
| -61% | -$3.18K |
|
6398
Pluri
PLUR
$37.3M
| $2K | ﹤0.01% |
17
-38
| -69% | -$4.47K |
|
6399
Plus Therapeutics
PSTV
$45.9M
| – | – |
0
| – | -$6K |
|
6400
SPDR MSCI USA StrategicFactors ETF
QUS
$1.56B
| $2K | ﹤0.01% |
+30
| New | +$2K |
|