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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56B |
| 2 |
Eaton
ETN
|
+$585M |
| 3 |
SPDR Gold Trust
GLD
|
+$582M |
| 4 |
Hewlett Packard
HPE
|
+$514M |
| 5 |
Southwest Airlines
LUV
|
+$510M |
Top Sells
| 1 |
Strategy Inc Common Stock Class A
MSTR
|
+$660M |
| 2 |
Phillips 66
PSX
|
+$549M |
| 3 |
Microsoft
MSFT
|
+$513M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$480M |
| 5 |
Boeing
BA
|
+$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2451
SPDR ICE Preferred Securities ETF
PSK
$834M
| $8.96M | ﹤0.01% |
276,560
+4,482
| +2% | +$145K |
|
2452
Leggett & Platt
LEG
$1.35B
| $8.95M | ﹤0.01% |
1,131,916
+522,033
| +86% | +$4.13M |
|
2453
Olin
OLN
$2.92B
| $8.95M | ﹤0.01% |
369,271
-1,556,825
| -81% | -$37.7M |
|
2454
ProShares UltraPro QQQ
TQQQ
$27.6B
| $8.95M | ﹤0.01% |
156,140
+23,017
| +17% | +$1.32M |
|
2455
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.68B
| $8.94M | ﹤0.01% |
185,106
-3,632
| -2% | -$175K |
|
2456
iShares Dow Jones US ETF
IYY
$2.63B
| $8.93M | ﹤0.01% |
65,616
-6,584
| -9% | -$896K |
|
2457
Stevanato
STVN
$7.05B
| $8.93M | ﹤0.01% |
437,177
-19,261
| -4% | -$393K |
|
2458
DHT Holdings
DHT
$1.99B
| $8.92M | ﹤0.01% |
849,419
+476,678
| +128% | +$5.01M |
|
2459
Spyre Therapeutics
SYRE
$977M
| $8.91M | ﹤0.01% |
552,243
+160,046
| +41% | +$2.58M |
|
2460
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.19B
| $8.91M | ﹤0.01% |
86,360
-4,873
| -5% | -$503K |
|
2461
Nuveen ESG Mid-Cap Growth ETF
NUMG
$415M
| $8.91M | ﹤0.01% |
207,534
+234
| +0.1% | +$10K |
|
|
GOGL
2462
DELISTED
Golden Ocean Group
GOGL
| $8.91M | ﹤0.01% |
1,116,172
+41,844
| +4% | +$334K |
|
2463
Ubiquiti
UI
$36.6B
| $8.9M | ﹤0.01% |
28,702
+16,427
| +134% | +$5.09M |
|
2464
Ibotta
IBTA
$745M
| $8.9M | ﹤0.01% |
210,861
-27,071
| -11% | -$1.14M |
|
2465
Liberty Energy
LBRT
$1.76B
| $8.89M | ﹤0.01% |
561,521
+107,310
| +24% | +$1.7M |
|
2466
Copa Holdings
CPA
$4.73B
| $8.88M | ﹤0.01% |
96,063
-52,015
| -35% | -$4.81M |
|
2467
Cousins Properties
CUZ
$4.91B
| $8.88M | ﹤0.01% |
300,979
-293,862
| -49% | -$8.67M |
|
2468
iShares Russell Top 200 ETF
IWL
$1.83B
| $8.88M | ﹤0.01% |
64,604
+18,766
| +41% | +$2.58M |
|
2469
Quantum Computing Inc
QUBT
$2.54B
| $8.87M | ﹤0.01% |
1,109,072
-43,981
| -4% | -$352K |
|
2470
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
$4.99B
| $8.86M | ﹤0.01% |
7,379
-48
| -0.6% | -$57.6K |
|
2471
Invesco MSCI USA ETF
PBUS
$8.62B
| $8.85M | ﹤0.01% |
158,048
+157,870
| +88,691% | +$8.84M |
|
2472
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$86.9M
| $8.85M | ﹤0.01% |
135,353
+21,215
| +19% | +$1.39M |
|
2473
Groupon
GRPN
$916M
| $8.85M | ﹤0.01% |
471,291
-173,561
| -27% | -$3.26M |
|
2474
JPMorgan BetaBuilders Japan ETF
BBJP
$14.3B
| $8.83M | ﹤0.01% |
157,235
-6,958
| -4% | -$391K |
|
2475
Vericel Corp
VCEL
$1.58B
| $8.82M | ﹤0.01% |
197,581
+79,862
| +68% | +$3.56M |
|