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 | |
|---|---|---|---|---|---|---|
6476
Crocs
CROX
$4.43B
| $1K | ﹤0.01% |
62
-5,196
| -99% | -$83.8K |
|
6477
DURECT Corp
DRRX
$59.3M
| $1K | ﹤0.01% |
60
| – | – |
|
6478
Eledon Pharmaceuticals
ELDN
$155M
| $1K | ﹤0.01% |
3
| – | – |
|
6479
Eltek
ELTK
$68.1M
| $1K | ﹤0.01% |
264
-387
| -59% | -$1.47K |
|
6480
FlexShares STOXX US ESG Select Index Fund
ESG
$124M
| $1K | ﹤0.01% |
+19
| New | +$1K |
|
6481
Evoke Pharma
EVOK
$7.89M
| $1K | ﹤0.01% |
2
-15
| -88% | -$7.5K |
|
6482
Extreme Networks
EXTR
$2.96B
| $1K | ﹤0.01% |
256
-2,844
| -92% | -$11.1K |
|
6483
Genco Shipping & Trading
GNK
$772M
| $1K | ﹤0.01% |
328
+220
| +204% | +$671 |
|
6484
HUTCHMED
HCM
$2.7B
| $1K | ﹤0.01% |
+57
| New | +$1K |
|
6485
iBio
IBIO
$17.3M
| – | – |
-7
| Closed | -$25K |
|
6486
Intellicheck
IDN
$108M
| $1K | ﹤0.01% |
375
-4,376
| -92% | -$11.7K |
|
6487
IT Tech Packaging
ITP
$4.53M
| $1K | ﹤0.01% |
+115
| New | +$1K |
|
6488
Global X Conscious Companies ETF
KRMA
$684M
| $1K | ﹤0.01% |
+63
| New | +$1K |
|
6489
Lee Enterprises
LEE
$27.3M
| $1K | ﹤0.01% |
20
-311
| -94% | -$15.6K |
|
6490
Lakeland Financial Corp
LKFN
$1.68B
| $1K | ﹤0.01% |
28
-689
| -96% | -$24.6K |
|
6491
Lightpath Technologies
LPTH
$227M
| $1K | ﹤0.01% |
682
-2,403
| -78% | -$3.52K |
|
6492
Lantronix
LTRX
$184M
| $1K | ﹤0.01% |
+787
| New | +$1K |
|
|
MODV
6493
DELISTED
ModivCare
MODV
| $1K | ﹤0.01% |
11
-436
| -98% | -$39.6K |
|
6494
Microvision
MVIS
$334M
| $1K | ﹤0.01% |
394
-100
| -20% | -$254 |
|
6495
Natural Gas Services Group
NGS
$333M
| $1K | ﹤0.01% |
33
-1,118
| -97% | -$33.9K |
|
|
NTZ
6496
Natuzzi
NTZ
$38M
| $1K | ﹤0.01% |
+100
| New | +$1K |
|
6497
Oragenics
OGEN
$4.7M
| – | – |
0
| – | – |
|
6498
Phibro Animal Health
PAHC
$1.67B
| $1K | ﹤0.01% |
55
-308
| -85% | -$5.6K |
|
6499
Park Aerospace
PKE
$377M
| $1K | ﹤0.01% |
78
+56
| +255% | +$718 |
|
6500
Primoris Services
PRIM
$6.35B
| $1K | ﹤0.01% |
60
-1,090
| -95% | -$18.2K |
|