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 |
NXP Semiconductors
NXPI
|
$469M |
| 2 |
Comcast
CMCSA
|
$430M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$423M |
| 4 |
JPMorgan Chase
JPM
|
$417M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$316M |
Top Sells
| 1 |
UBS Group
UBS
|
$701M |
| 2 |
Apple
AAPL
|
$549M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$412M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$390M |
| 5 |
PepsiCo
PEP
|
$371M |
Sector Composition
| 1 | Technology | 10.62% |
| 2 | Financials | 9.83% |
| 3 | Healthcare | 7.35% |
| 4 | Industrials | 6.61% |
| 5 | Consumer Discretionary | 6.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
7326
Kaixin Holdings
KXIN
$7.05M
| – | – | -2,500 | Closed | -$24K |
|
7327
Standard BioTools
LAB
$481M
| $0 | ﹤0.01% | 58 -2,341 | -98% | – |
|
7328
Lifetime Brands
LCUT
$89.5M
| – | – | -1,698 | Closed | -$28K |
|
7329
Lendway
LDWY
$9.75M
| $0 | ﹤0.01% | 294 -1,304 | -82% | – |
|
7330
Lindblad Expeditions
LIND
$799M
| – | – | -1,185 | Closed | -$12K |
|
7331
Comstock
LODE
$120M
| $0 | ﹤0.01% | 111 -166 | -60% | – |
|
7332
Lake Shore Bancorp
LSBK
$105M
| $0 | ﹤0.01% | +16 | New | – |
|
|
LX
7333
LexinFintech Holdings
LX
$1.06B
| – | – | -675 | Closed | -$9K |
|
7334
Merchants Bancorp
MBIN
$1.49B
| – | – | -58 | Closed | -$1K |
|
7335
Moleculin Biotech
MBRX
$11.9M
| – | – | -2,000 | Closed | -$4K |
|