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 | |
|---|---|---|---|---|---|---|
|
XMAY
4751
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May
XMAY
$22.2M
| $184K | ﹤0.01% |
5,913
-1,631
| -22% | -$50.6K |
|
|
ORLA
4752
Orla Mining
ORLA
$3.33B
| $184K | ﹤0.01% |
45,875
-3,876
| -8% | -$15.5K |
|
|
ASA
4753
ASA Gold and Precious Metals
ASA
$800M
| $182K | ﹤0.01% |
8,777
+267
| +3% | +$5.55K |
|
|
AZUL
4754
DELISTED
Azul
AZUL
| $181K | ﹤0.01% |
52,745
+51,102
| +3,110% | +$176K |
|
4755
JPMorgan International Growth ETF
JIG
$151M
| $181K | ﹤0.01% |
+2,688
| New | +$181K |
|
4756
Getty Images
GETY
$859M
| $181K | ﹤0.01% |
47,398
+17,044
| +56% | +$64.9K |
|
4757
Invesco CurrencyShares Canadian Dollar Trust
FXC
$92.2M
| $180K | ﹤0.01% |
2,493
+1,092
| +78% | +$79K |
|
4758
Invesco PHLX Semiconductor ETF
SOXQ
$556M
| $180K | ﹤0.01% |
4,425
+3,483
| +370% | +$142K |
|
4759
Coherus Oncology
CHRS
$187M
| $180K | ﹤0.01% |
173,169
-12,371
| -7% | -$12.9K |
|
4760
Aveanna Healthcare
AVAH
$1.69B
| $180K | ﹤0.01% |
34,602
+18,610
| +116% | +$96.8K |
|
|
JBDI
4761
JBDI Holdings
JBDI
$28.7M
| $180K | ﹤0.01% |
+163,562
| New | +$180K |
|
4762
Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF
GLOV
$1.41B
| $180K | ﹤0.01% |
3,537
+3,416
| +2,823% | +$174K |
|
4763
Fidelity Quality Factor ETF
FQAL
$1.12B
| $179K | ﹤0.01% |
2,765
+1,653
| +149% | +$107K |
|
|
ILPT
4764
Industrial Logistics Properties Trust
ILPT
$412M
| $179K | ﹤0.01% |
37,566
+11,027
| +42% | +$52.5K |
|
4765
Greenlight Captial
GLRE
$440M
| $179K | ﹤0.01% |
13,083
+4,585
| +54% | +$62.6K |
|
4766
FerroAtlántica
GSM
$782M
| $179K | ﹤0.01% |
38,470
+38,469
| +3,846,900% | +$178K |
|
4767
Absci
ABSI
$390M
| $178K | ﹤0.01% |
46,634
+16,390
| +54% | +$62.6K |
|
4768
Telos
TLS
$494M
| $178K | ﹤0.01% |
49,616
+15,259
| +44% | +$54.8K |
|
4769
Lifecore Biomedical
LFCR
$294M
| $178K | ﹤0.01% |
36,091
+2,232
| +7% | +$11K |
|
4770
Immersion
IMMR
$239M
| $178K | ﹤0.01% |
19,903
-41,779
| -68% | -$373K |
|
4771
ASP Isotopes
ASPI
$906M
| $177K | ﹤0.01% |
63,719
+11,729
| +23% | +$32.6K |
|
4772
Telecom Argentina
TEO
$2.9B
| $177K | ﹤0.01% |
+23,466
| New | +$177K |
|
4773
TXO Partners LP
TXO
$763M
| $177K | ﹤0.01% |
8,945
-18,316
| -67% | -$362K |
|
|
MSD
4774
Morgan Stanley Emerging Markets Debt Fund
MSD
$155M
| $177K | ﹤0.01% |
22,294
+10,246
| +85% | +$81.3K |
|
4775
IBEX
IBEX
$545M
| $176K | ﹤0.01% |
8,807
-13,023
| -60% | -$260K |
|