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 | |
|---|---|---|---|---|---|---|
4551
MDB Capital Holdings
MDBH
$34M
| $241K | ﹤0.01% |
31,771
+5,739
| +22% | +$43.5K |
|
4552
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$190M
| $240K | ﹤0.01% |
6,523
+5,038
| +339% | +$185K |
|
4553
FT Energy Income Partners Strategy ETF
EIPX
$383M
| $239K | ﹤0.01% |
9,887
-500
| -5% | -$12.1K |
|
4554
Oppenheimer Holdings
OPY
$822M
| $239K | ﹤0.01% |
4,672
-688
| -13% | -$35.2K |
|
4555
eXp World Holdings
EXPI
$1.74B
| $239K | ﹤0.01% |
16,962
-5,855
| -26% | -$82.5K |
|
4556
Farmers & Merchants Bancorp
FMAO
$358M
| $239K | ﹤0.01% |
8,632
+2,361
| +38% | +$65.3K |
|
4557
RLX Technology
RLX
$3.08B
| $238K | ﹤0.01% |
131,606
-475,995
| -78% | -$862K |
|
|
IWMI
4558
NEOS Russell 2000 High Income ETF
IWMI
$277M
| $238K | ﹤0.01% |
+4,637
| New | +$238K |
|
4559
ProShares Ultra Gold
UGL
$758M
| $238K | ﹤0.01% |
9,916
+4,280
| +76% | +$103K |
|
|
BRW
4560
Saba Capital Income & Opportunities Fund
BRW
$343M
| $238K | ﹤0.01% |
31,316
-425
| -1% | -$3.23K |
|
|
MSB
4561
Mesabi Trust
MSB
$406M
| $237K | ﹤0.01% |
10,469
+7,950
| +316% | +$180K |
|
|
IBDZ
4562
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$429M
| $237K | ﹤0.01% |
+8,875
| New | +$237K |
|
4563
Foster
FSTR
$294M
| $236K | ﹤0.01% |
11,561
-1,018
| -8% | -$20.8K |
|
|
VBFC
4564
DELISTED
Village Bank and Trust Financial Corp.
VBFC
| $236K | ﹤0.01% |
3,097
-98
| -3% | -$7.47K |
|
4565
Manitowoc
MTW
$354M
| $236K | ﹤0.01% |
24,517
-18,843
| -43% | -$181K |
|
4566
Fidelity MSCI Industrials Index ETF
FIDU
$1.52B
| $236K | ﹤0.01% |
3,267
+681
| +26% | +$49.1K |
|
4567
Excelerate Energy
EE
$769M
| $235K | ﹤0.01% |
10,693
+3,029
| +40% | +$66.7K |
|
4568
Air Industries Group
AIRI
$14.7M
| $235K | ﹤0.01% |
42,072
+39,315
| +1,426% | +$219K |
|
|
CMBT
4569
CMB.TECH NV
CMBT
$2.67B
| $233K | ﹤0.01% |
14,032
-10,410
| -43% | -$173K |
|
4570
INmune Bio
INMB
$50.5M
| $233K | ﹤0.01% |
43,156
+2,863
| +7% | +$15.4K |
|
|
LOMA
4571
Loma Negra
LOMA
$841M
| $232K | ﹤0.01% |
28,813
+5,060
| +21% | +$40.8K |
|
4572
iShares MSCI New Zealand ETF
ENZL
$74.3M
| $232K | ﹤0.01% |
4,690
+831
| +22% | +$41.1K |
|
4573
Cheche Group
CCG
$125M
| $231K | ﹤0.01% |
251,251
-20,615
| -8% | -$19K |
|
4574
Antelope Enterprise Holdings
AEHL
$18.6M
| $231K | ﹤0.01% |
+7,653
| New | +$231K |
|
|
ACV
4575
Virtus Diversified Income & Convertible Fund
ACV
$254M
| $231K | ﹤0.01% |
10,765
-2,454
| -19% | -$52.7K |
|