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 |
Amazon
AMZN
|
$432M |
| 2 |
Meta Platforms (Facebook)
META
|
$388M |
| 3 |
UBS Group
UBS
|
$264M |
| 4 |
Sherwin-Williams
SHW
|
$252M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
$228M |
Top Sells
| 1 |
Alibaba
BABA
|
$2.71B |
| 2 |
Invesco QQQ Trust
QQQ
|
$526M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$481M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$461M |
| 5 |
iShares Gold Trust
IAU
|
$445M |
Sector Composition
| 1 | Technology | 15.52% |
| 2 | Financials | 9.63% |
| 3 | Consumer Discretionary | 8.23% |
| 4 | Healthcare | 7.95% |
| 5 | Communication Services | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GB
9101
DELISTED
Global Blue Group Holding
GB
| – | – | -1,387 | Closed | -$17K |
|
9102
GCM Grosvenor
GCMG
$690M
| – | – | -93 | Closed | -$1K |
|
9103
MicroSectors Gold Miners 3x Leveraged ETN
GDXU
$1B
| – | – | -3,013 | Closed | -$47K |
|
9104
Globus Maritime Ltd
GLBS
$21.4M
| – | – | -4,591 | Closed | -$22K |
|
9105
Galmed Pharmaceuticals
GLMD
$6.96M
| – | – | -3,418 | Closed | -$12K |
|
9106
Genasys
GNSS
$87.6M
| – | – | -3,739 | Closed | -$25K |
|
9107
Guaranty Bancshares
GNTY
$558M
| $0 | ﹤0.01% | 4 -1,156 | -100% | – |
|
9108
GeoVax Labs, Inc. Warrants
GOVXW
| – | – | -7,232 | Closed | -$9K |
|