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 |
Microsoft
MSFT
|
+$3.04B |
| 2 |
Apple
AAPL
|
+$2B |
| 3 |
NVIDIA
NVDA
|
+$1.79B |
| 4 |
Amazon
AMZN
|
+$1.24B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.03B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$555M |
| 2 |
Schlumberger
SLB
|
+$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$362M |
| 4 |
iShares Gold Trust
IAU
|
+$322M |
| 5 |
CRH
CRH
|
+$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4601
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$358M
| $236K | ﹤0.01% |
4,907
+4,387
| +844% | +$211K |
|
4602
Vitamin Cottage Natural Grocers
NGVC
$825M
| $235K | ﹤0.01% |
13,025
-3,110
| -19% | -$56.1K |
|
4603
Hippo Holdings
HIPO
$935M
| $235K | ﹤0.01% |
12,868
-148
| -1% | -$2.7K |
|
4604
Amplify Lithium & Battery Technology ETF
BATT
$74.5M
| $234K | ﹤0.01% |
24,763
-82,893
| -77% | -$783K |
|
4605
Unity Bancorp
UNTY
$516M
| $234K | ﹤0.01% |
8,474
-736
| -8% | -$20.3K |
|
4606
GrowGeneration
GRWG
$96.8M
| $233K | ﹤0.01% |
81,589
+13,852
| +20% | +$39.6K |
|
4607
McEwen Inc
MUX
$786M
| $233K | ﹤0.01% |
23,643
+19,644
| +491% | +$194K |
|
4608
Tyra Biosciences
TYRA
$666M
| $232K | ﹤0.01% |
14,172
+9,195
| +185% | +$151K |
|
4609
International General Insurance
IGIC
$1.03B
| $232K | ﹤0.01% |
17,152
+4,755
| +38% | +$64.4K |
|
4610
Bank7 Corp
BSVN
$446M
| $232K | ﹤0.01% |
8,229
+315
| +4% | +$8.88K |
|
4611
iShares JPX-Nikkei 400 ETF
JPXN
$103M
| $232K | ﹤0.01% |
3,088
+1,823
| +144% | +$137K |
|
|
AAN
4612
DELISTED
The Aaron's Company Inc
AAN
| $231K | ﹤0.01% |
30,856
-2,154
| -7% | -$16.2K |
|
4613
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$13.7B
| $231K | ﹤0.01% |
4,968
+4,828
| +3,449% | +$225K |
|
4614
Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
$259M
| $231K | ﹤0.01% |
15,663
+3,438
| +28% | +$50.7K |
|
4615
Sigma Lithium
SGML
$675M
| $230K | ﹤0.01% |
17,775
-49,531
| -74% | -$642K |
|
4616
SES AI
SES
$576M
| $230K | ﹤0.01% |
137,073
+4,947
| +4% | +$8.31K |
|
|
SCRM
4617
DELISTED
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
| $230K | ﹤0.01% |
21,508
+19,949
| +1,280% | +$213K |
|
|
EMO
4618
ClearBridge Energy Midstream Opportunity Fund
EMO
$841M
| $230K | ﹤0.01% |
5,660
-2,103
| -27% | -$85.4K |
|
4619
Birkenstock
BIRK
$8.76B
| $230K | ﹤0.01% |
4,862
-39,504
| -89% | -$1.87M |
|
4620
MeiraGTx Holdings
MGTX
$608M
| $230K | ﹤0.01% |
37,844
+1,367
| +4% | +$8.3K |
|
4621
MindMed
MNMD
$688M
| $229K | ﹤0.01% |
24,384
+23,981
| +5,951% | +$225K |
|
4622
EverCommerce
EVCM
$2.15B
| $229K | ﹤0.01% |
24,305
+5,910
| +32% | +$55.7K |
|
|
HFRO
4623
Highland Opportunities and Income Fund
HFRO
$370M
| $229K | ﹤0.01% |
32,529
+3,298
| +11% | +$23.2K |
|
|
AVDL
4624
Avadel Pharmaceuticals
AVDL
$1.57B
| $229K | ﹤0.01% |
13,530
+2,230
| +20% | +$37.7K |
|
4625
Adecoagro
AGRO
$791M
| $228K | ﹤0.01% |
+20,685
| New | +$228K |
|