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 |
Strategy Inc
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4476
American Outdoor Brands
AOUT
$113M
| $697K | ﹤0.01% |
45,766
+38,308
| +514% | +$584K |
|
4477
Pyxis Oncology
PYXS
$140M
| $697K | ﹤0.01% |
446,699
+418,597
| +1,490% | +$653K |
|
|
LEO
4478
BNY Mellon Strategic Municipals
LEO
$384M
| $695K | ﹤0.01% |
115,104
-12,034
| -9% | -$72.7K |
|
4479
Gyre Therapeutics
GYRE
$658M
| $691K | ﹤0.01% |
57,084
+53,441
| +1,467% | +$647K |
|
4480
TAT Technologies
TATT
$532M
| $690K | ﹤0.01% |
26,865
+26,714
| +17,691% | +$686K |
|
4481
iShares MSCI China Small-Cap ETF
ECNS
$111M
| $689K | ﹤0.01% |
26,992
+12,284
| +84% | +$314K |
|
4482
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$54.5M
| $686K | ﹤0.01% |
17,740
+8,355
| +89% | +$323K |
|
4483
OrthoPediatrics
KIDS
$481M
| $686K | ﹤0.01% |
29,607
+21,602
| +270% | +$501K |
|
|
KTF
4484
DWS Municipal Income Trust
KTF
$358M
| $686K | ﹤0.01% |
72,565
-702
| -1% | -$6.63K |
|
4485
Xperi
XPER
$283M
| $686K | ﹤0.01% |
66,750
-13,418
| -17% | -$138K |
|
4486
Chegg
CHGG
$179M
| $685K | ﹤0.01% |
425,477
+319,814
| +303% | +$515K |
|
4487
Tenaya Therapeutics
TNYA
$230M
| $684K | ﹤0.01% |
478,508
+452,370
| +1,731% | +$647K |
|
|
EDD
4488
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$366M
| $683K | ﹤0.01% |
150,472
-2,179
| -1% | -$9.89K |
|
4489
Martin Midstream Partners
MMLP
$117M
| $682K | ﹤0.01% |
190,005
+134,428
| +242% | +$483K |
|
|
BTC
4490
Grayscale Bitcoin Mini Trust ETF
BTC
$5.03B
| $682K | ﹤0.01% |
+16,284
| New | +$682K |
|
4491
B. Riley Financial
RILY
$206M
| $682K | ﹤0.01% |
148,537
+28,985
| +24% | +$133K |
|
4492
ALX Oncology
ALXO
$64.8M
| $681K | ﹤0.01% |
408,056
+378,816
| +1,296% | +$633K |
|
|
DSM
4493
BNY Mellon Strategic Municipal Bond Fund
DSM
$293M
| $680K | ﹤0.01% |
117,059
-5,145
| -4% | -$29.9K |
|
4494
Nuveen New York Quality Municipal Income Fund
NAN
$355M
| $680K | ﹤0.01% |
59,608
+5,298
| +10% | +$60.4K |
|
|
BBUC
4495
Brookfield Business Corp
BBUC
$2.47B
| $679K | ﹤0.01% |
27,980
+9,511
| +51% | +$231K |
|
4496
X4 Pharmaceuticals
XFOR
$71.2M
| $678K | ﹤0.01% |
30,769
+22,065
| +254% | +$486K |
|
4497
Global X MSCI Norway ETF
NORW
$56.3M
| $675K | ﹤0.01% |
28,763
-2,921
| -9% | -$68.5K |
|
4498
Global X Cybersecurity ETF
BUG
$1.17B
| $672K | ﹤0.01% |
20,956
+3,564
| +20% | +$114K |
|
4499
GrafTech
EAF
$347M
| $672K | ﹤0.01% |
38,845
+22,725
| +141% | +$393K |
|
4500
Amplify Transformational Data Sharing ETF
BLOK
$1.31B
| $672K | ﹤0.01% |
+15,558
| New | +$672K |
|