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 |
Meta Platforms (Facebook)
META
|
+$772M |
| 2 |
Apple
AAPL
|
+$642M |
| 3 |
NVIDIA
NVDA
|
+$626M |
| 4 |
Eli Lilly
LLY
|
+$561M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$447M |
Top Sells
| 1 |
Nike
NKE
|
+$1.2B |
| 2 |
Tesla
TSLA
|
+$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$274M |
| 4 |
Match Group
MTCH
|
+$261M |
| 5 |
CRH
CRH
|
+$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4076
iShares Self-Driving EV and Tech ETF
IDRV
$169M
| $502K | ﹤0.01% |
15,820
+6,841
| +76% | +$217K |
|
4077
Innovator US Equity Power Buffer ETF February
PFEB
$841M
| $502K | ﹤0.01% |
13,940
+6,639
| +91% | +$239K |
|
4078
Ecovyst
ECVT
$1.05B
| $502K | ﹤0.01% |
73,302
+13,993
| +24% | +$95.9K |
|
4079
Daily Journal
DJCO
$617M
| $501K | ﹤0.01% |
1,022
-273
| -21% | -$134K |
|
|
RDUS
4080
DELISTED
Radius Recycling
RDUS
| $500K | ﹤0.01% |
26,990
-20,520
| -43% | -$380K |
|
4081
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$264M
| $500K | ﹤0.01% |
6,489
+2,676
| +70% | +$206K |
|
4082
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.66B
| $500K | ﹤0.01% |
3,050
+1,769
| +138% | +$290K |
|
4083
Inogen
INGN
$234M
| $500K | ﹤0.01% |
51,509
-5,113
| -9% | -$49.6K |
|
4084
Dave & Buster's
PLAY
$680M
| $500K | ﹤0.01% |
14,672
-50,283
| -77% | -$1.71M |
|
4085
Corbus Pharmaceuticals
CRBP
$141M
| $500K | ﹤0.01% |
24,215
+2,566
| +12% | +$52.9K |
|
|
SUPV
4086
Grupo Supervielle
SUPV
$439M
| $498K | ﹤0.01% |
70,038
-62,308
| -47% | -$443K |
|
4087
ProShares Ultra QQQ
QLD
$9.69B
| $498K | ﹤0.01% |
+4,945
| New | +$498K |
|
4088
Clearway Energy Class A
CWEN.A
$3.15B
| $497K | ﹤0.01% |
17,472
+1,639
| +10% | +$46.7K |
|
|
EAGL
4089
Eagle Capital Select Equity ETF
EAGL
$3.18B
| $496K | ﹤0.01% |
+18,111
| New | +$496K |
|
|
CMRC
4090
Commerce.com Inc Series 1
CMRC
$406M
| $495K | ﹤0.01% |
84,639
-12
| -0% | -$70 |
|
4091
SPDR S&P Telecom ETF
XTL
$158M
| $495K | ﹤0.01% |
4,918
-2,701
| -35% | -$272K |
|
4092
Amplitude
AMPL
$1.6B
| $495K | ﹤0.01% |
55,154
+19,321
| +54% | +$173K |
|
4093
Blend Labs
BLND
$1.03B
| $493K | ﹤0.01% |
131,570
+62,176
| +90% | +$233K |
|
|
RFI
4094
Cohen & Steers Total Return Realty Fund
RFI
$319M
| $490K | ﹤0.01% |
37,437
+1,664
| +5% | +$21.8K |
|
4095
Hamilton Insurance Group
HG
$2.42B
| $489K | ﹤0.01% |
25,288
+17,710
| +234% | +$343K |
|
4096
Children's Place
PLCE
$141M
| $489K | ﹤0.01% |
31,590
+31,110
| +6,481% | +$482K |
|
4097
Standard BioTools
LAB
$535M
| $489K | ﹤0.01% |
253,305
+77,769
| +44% | +$150K |
|
|
NNDM
4098
Nano Dimension
NNDM
$304M
| $488K | ﹤0.01% |
199,275
-108,149
| -35% | -$265K |
|
4099
American Public Education
APEI
$649M
| $488K | ﹤0.01% |
33,076
+8,601
| +35% | +$127K |
|
|
SA
4100
Seabridge Gold
SA
$2.06B
| $487K | ﹤0.01% |
29,019
-28,346
| -49% | -$476K |
|