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 | |
|---|---|---|---|---|---|---|
|
YSG
4676
Yatsen Holding
YSG
$931M
| $203K | ﹤0.01% |
59,466
+59,407
| +100,690% | +$203K |
|
4677
Direxion Auspice Broad Commodity Strategy ETF
COM
$179M
| $203K | ﹤0.01% |
+7,055
| New | +$203K |
|
4678
AngioDynamics
ANGO
$438M
| $202K | ﹤0.01% |
26,024
+9,207
| +55% | +$71.6K |
|
4679
Spire Global
SPIR
$327M
| $202K | ﹤0.01% |
20,251
-1,254
| -6% | -$12.5K |
|
4680
Donegal Group Class A
DGICA
$706M
| $202K | ﹤0.01% |
13,701
+3,710
| +37% | +$54.7K |
|
4681
Orthofix Medical
OFIX
$581M
| $202K | ﹤0.01% |
12,916
-1,165
| -8% | -$18.2K |
|
4682
Viant Technology
DSP
$148M
| $200K | ﹤0.01% |
18,070
+11,271
| +166% | +$125K |
|
4683
Telesat
TSAT
$357M
| $200K | ﹤0.01% |
15,184
+6,704
| +79% | +$88.3K |
|
4684
Bankwell Financial Group
BWFG
$359M
| $200K | ﹤0.01% |
6,673
+1,740
| +35% | +$52.1K |
|
4685
Capricor Therapeutics
CAPR
$304M
| $200K | ﹤0.01% |
13,118
+4,431
| +51% | +$67.4K |
|
|
PSTX
4686
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $199K | ﹤0.01% |
69,717
+16,094
| +30% | +$46K |
|
4687
Ramaco Resources Class A
METC
$2B
| $199K | ﹤0.01% |
17,548
+3,026
| +21% | +$34.3K |
|
4688
YieldMax Ultra Option Income Strategy ETF
ULTY
$3.12B
| $198K | ﹤0.01% |
+18,734
| New | +$198K |
|
|
SSBK
4689
DELISTED
Southern States Bancshares
SSBK
| $198K | ﹤0.01% |
6,452
+2,988
| +86% | +$91.8K |
|
4690
FT Vest US Equity Buffer ETF January
FJAN
$1.13B
| $198K | ﹤0.01% |
4,429
-5,820
| -57% | -$260K |
|
4691
FT Vest US Equity Deep Buffer ETF December
DDEC
$347M
| $198K | ﹤0.01% |
5,006
+4,476
| +845% | +$177K |
|
4692
First Trust Low Duration Strategic Focus ETF
LDSF
$131M
| $198K | ﹤0.01% |
+10,316
| New | +$198K |
|
4693
Funko
FNKO
$189M
| $197K | ﹤0.01% |
16,162
+6,510
| +67% | +$79.6K |
|
4694
Amplify Travel Tech ETF
AWAY
$42.7M
| $197K | ﹤0.01% |
9,698
+2,069
| +27% | +$42.1K |
|
4695
Waterstone Financial
WSBF
$283M
| $197K | ﹤0.01% |
13,424
+4,794
| +56% | +$70.5K |
|
4696
Nathan's Famous
NATH
$421M
| $197K | ﹤0.01% |
2,433
-2,601
| -52% | -$210K |
|
4697
Veritone
VERI
$367M
| $197K | ﹤0.01% |
54,814
-193
| -0.4% | -$693 |
|
|
EDF
4698
Virtus Stone Harbor Emerging Markets Income Fund
EDF
$158M
| $197K | ﹤0.01% |
37,517
-2,890
| -7% | -$15.1K |
|
4699
FT Vest US Equity Buffer ETF October
FOCT
$971M
| $197K | ﹤0.01% |
4,652
+3,760
| +422% | +$159K |
|
4700
Aura Biosciences
AURA
$378M
| $196K | ﹤0.01% |
21,986
+7,721
| +54% | +$68.8K |
|