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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.93B |
| 2 |
UBS Group
UBS
|
+$1.47B |
| 3 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
+$554M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$548M |
| 5 |
Microsoft
MSFT
|
+$466M |
Sector Composition
| 1 | Technology | 11.91% |
| 2 | Financials | 8.45% |
| 3 | Healthcare | 7.89% |
| 4 | Consumer Discretionary | 7.24% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Myriad Genetics
MYGN
$674M
| $5.11M | ﹤0.01% |
178,342
+158,832
| +814% | +$4.55M |
|
|
ISBC
1827
DELISTED
Investors Bancorp, Inc.
ISBC
| $5.1M | ﹤0.01% |
448,726
+92,057
| +26% | +$1.05M |
|
1828
Elbit Systems
ESLT
$23.6B
| $5.08M | ﹤0.01% |
30,817
+23,244
| +307% | +$3.83M |
|
1829
World Kinect Corp
WKC
$1.41B
| $5.07M | ﹤0.01% |
127,060
+40,938
| +48% | +$1.63M |
|
1830
Rapid7
RPD
$1.27B
| $5.07M | ﹤0.01% |
111,660
-12,432
| -10% | -$564K |
|
|
PTLA
1831
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
| $5.06M | ﹤0.01% |
188,773
-3,942
| -2% | -$106K |
|
1832
Bright Horizons
BFAM
$6.45B
| $5.06M | ﹤0.01% |
33,174
-4,108
| -11% | -$626K |
|
1833
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| $5.06M | ﹤0.01% |
168,616
-3,072
| -2% | -$92.2K |
|
1834
GDS Holdings
GDS
$7.32B
| $5.04M | ﹤0.01% |
125,823
-79,270
| -39% | -$3.18M |
|
1835
RH
RH
$4.08B
| $5.04M | ﹤0.01% |
29,471
+4
| +0% | +$683 |
|
1836
Arrow Electronics
ARW
$6.61B
| $5.03M | ﹤0.01% |
67,379
-18,776
| -22% | -$1.4M |
|
1837
Northwest Natural Holdings
NWN
$1.73B
| $5.02M | ﹤0.01% |
70,295
+38,225
| +119% | +$2.73M |
|
|
LTRPA
1838
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $5.02M | ﹤0.01% |
532,985
+101,308
| +23% | +$953K |
|
1839
Deckers Outdoor
DECK
$17.6B
| $5.01M | ﹤0.01% |
203,766
+93,150
| +84% | +$2.29M |
|
1840
iShares MSCI New Zealand ETF
ENZL
$74.8M
| $5M | ﹤0.01% |
96,452
-1,615
| -2% | -$83.8K |
|
|
NML
1841
Neuberger Berman Energy Infrastructure and Income Fund
NML
$492M
| $5M | ﹤0.01% |
693,716
-9,161
| -1% | -$66K |
|
1842
Sunstone Hotel Investors
SHO
$1.85B
| $5M | ﹤0.01% |
363,586
+171,005
| +89% | +$2.35M |
|
1843
Jefferies Financial Group
JEF
$13.7B
| $4.99M | ﹤0.01% |
283,897
-107,897
| -28% | -$1.9M |
|
1844
America's Car Mart
CRMT
$286M
| $4.99M | ﹤0.01% |
54,402
+41,875
| +334% | +$3.84M |
|
1845
Ligand Pharmaceuticals
LGND
$3.23B
| $4.97M | ﹤0.01% |
80,073
+62,127
| +346% | +$3.86M |
|
1846
Outfront Media
OUT
$3.16B
| $4.97M | ﹤0.01% |
181,757
+136,138
| +298% | +$3.72M |
|
1847
AdvisorShares Ranger Equity Bear ETF
HDGE
$50M
| $4.96M | ﹤0.01% |
75,405
+9,643
| +15% | +$635K |
|
1848
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$694M
| $4.96M | ﹤0.01% |
99,107
-9,256
| -9% | -$463K |
|
1849
WisdomTree Emerging Markets Local Debt Fund
ELD
$74.8M
| $4.95M | ﹤0.01% |
143,907
+116,374
| +423% | +$4M |
|
1850
Impinj
PI
$5.2B
| $4.95M | ﹤0.01% |
160,503
-22,951
| -13% | -$708K |
|