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 | |
|---|---|---|---|---|---|---|
4376
Trump Media & Technology Group
DJT
$4.88B
| $309K | ﹤0.01% |
19,231
+10,997
| +134% | +$177K |
|
4377
Caribou Biosciences
CRBU
$157M
| $308K | ﹤0.01% |
157,318
+50,782
| +48% | +$99.5K |
|
4378
Invesco KBW Regional Banking ETF
KBWR
$53.2M
| $308K | ﹤0.01% |
5,430
-2,141
| -28% | -$121K |
|
4379
nLIGHT
LASR
$1.56B
| $307K | ﹤0.01% |
28,741
+8,030
| +39% | +$85.8K |
|
4380
U-Haul Holding Co
UHAL
$10.6B
| $307K | ﹤0.01% |
3,958
-1,151
| -23% | -$89.2K |
|
4381
Maison Solutions
MSS
$18.6M
| $306K | ﹤0.01% |
206,911
+192,712
| +1,357% | +$285K |
|
4382
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$99.5M
| $306K | ﹤0.01% |
+8,059
| New | +$306K |
|
4383
ProShares Trust Short MSCI EAFE
EFZ
$7.89M
| $306K | ﹤0.01% |
20,000
+18,515
| +1,247% | +$283K |
|
4384
MeridianLink
MLNK
$1.48B
| $305K | ﹤0.01% |
14,836
+4,152
| +39% | +$85.4K |
|
4385
Tourmaline Bio
TRML
$1.23B
| $305K | ﹤0.01% |
11,846
+2,146
| +22% | +$55.2K |
|
4386
Skillful Craftsman
EDTK
$16.7M
| $304K | ﹤0.01% |
266,851
-1,859
| -0.7% | -$2.12K |
|
4387
Enanta Pharmaceuticals
ENTA
$163M
| $304K | ﹤0.01% |
29,336
+19,641
| +203% | +$203K |
|
4388
Eltek
ELTK
$70.6M
| $304K | ﹤0.01% |
27,854
+6,387
| +30% | +$69.7K |
|
4389
Petco
WOOF
$987M
| $304K | ﹤0.01% |
66,746
+18,282
| +38% | +$83.2K |
|
|
CAN
4390
Canaan Creative
CAN
$365M
| $303K | ﹤0.01% |
300,440
-3,875
| -1% | -$3.91K |
|
|
PAI
4391
Western Asset Investment Grade Income Fund
PAI
$123M
| $303K | ﹤0.01% |
23,592
-2,181
| -8% | -$28K |
|
4392
Everspin Technologies
MRAM
$180M
| $302K | ﹤0.01% |
51,264
-38,017
| -43% | -$224K |
|
|
PTVE
4393
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $302K | ﹤0.01% |
26,245
+4,221
| +19% | +$48.6K |
|
4394
iRadimed
IRMD
$897M
| $301K | ﹤0.01% |
5,988
+1,260
| +27% | +$63.4K |
|
4395
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.28B
| $300K | ﹤0.01% |
4,724
+135
| +3% | +$8.56K |
|
4396
Triple Flag Precious Metals
TFPM
$5.85B
| $299K | ﹤0.01% |
18,503
+1,400
| +8% | +$22.7K |
|
4397
Calavo Growers
CVGW
$490M
| $299K | ﹤0.01% |
10,485
+6,513
| +164% | +$186K |
|
4398
iShares Bitcoin Trust
IBIT
$86.8B
| $299K | ﹤0.01% |
8,266
+371
| +5% | +$13.4K |
|
4399
E.W. Scripps
SSP
$254M
| $299K | ﹤0.01% |
132,995
+68,612
| +107% | +$154K |
|
|
CHUY
4400
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $298K | ﹤0.01% |
7,966
-13,645
| -63% | -$510K |
|