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 |
NVIDIA
NVDA
|
+$1.37B |
| 2 |
Apple
AAPL
|
+$1.22B |
| 3 |
Microsoft
MSFT
|
+$1.11B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$885M |
| 5 |
Nike
NKE
|
+$833M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$398M |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
+$385M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$351M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$263M |
| 5 |
NRG Energy
NRG
|
+$239M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 10.23% |
| 3 | Healthcare | 7.95% |
| 4 | Consumer Discretionary | 7.27% |
| 5 | Communication Services | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4776
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
EVMT
$7.22M
| $142K | ﹤0.01% |
8,499
+7,987
| +1,560% | +$133K |
|
4777
Excelerate Energy
EE
$769M
| $141K | ﹤0.01% |
7,664
-34,581
| -82% | -$638K |
|
4778
SelectQuote
SLQT
$354M
| $141K | ﹤0.01% |
51,126
-141,092
| -73% | -$389K |
|
|
AFCG
4779
AFC Gamma
AFCG
$100M
| $141K | ﹤0.01% |
16,898
-16,912
| -50% | -$141K |
|
4780
Franklin FTSE China ETF
FLCH
$244M
| $141K | ﹤0.01% |
8,502
+345
| +4% | +$5.72K |
|
4781
CEL-SCI Corp
CVM
$59.7M
| $141K | ﹤0.01% |
4,047
+2,303
| +132% | +$80.1K |
|
4782
Ambac
AMBC
$423M
| $141K | ﹤0.01% |
10,979
-23,632
| -68% | -$303K |
|
4783
MidWestOne Financial Group
MOFG
$609M
| $141K | ﹤0.01% |
6,256
-9,890
| -61% | -$222K |
|
4784
Precigen
PGEN
$1.32B
| $141K | ﹤0.01% |
89,042
-80,873
| -48% | -$128K |
|
4785
Invesco International BuyBack Achievers ETF
IPKW
$352M
| $140K | ﹤0.01% |
3,512
+999
| +40% | +$40K |
|
4786
Nano X Imaging
NNOX
$254M
| $140K | ﹤0.01% |
19,113
-41,920
| -69% | -$308K |
|
4787
iShares Global Consumer Discretionary ETF
RXI
$279M
| $140K | ﹤0.01% |
872
-1,327
| -60% | -$213K |
|
|
TBLT
4788
DELISTED
ToughBuilt Industries, Inc. Common Stock
TBLT
| $140K | ﹤0.01% |
+26,926
| New | +$140K |
|
4789
Rush Enterprises Class B
RUSHB
$4.6B
| $140K | ﹤0.01% |
3,560
-6,622
| -65% | -$260K |
|
|
PFL
4790
PIMCO Income Strategy Fund
PFL
$386M
| $140K | ﹤0.01% |
17,118
-306
| -2% | -$2.49K |
|
|
GAU
4791
Galiano Gold
GAU
$651M
| $139K | ﹤0.01% |
81,022
+71,398
| +742% | +$123K |
|
|
MCBC
4792
DELISTED
Macatawa Bank Corp
MCBC
| $139K | ﹤0.01% |
9,545
-19,333
| -67% | -$282K |
|
4793
Hippo Holdings
HIPO
$935M
| $139K | ﹤0.01% |
8,102
-4,766
| -37% | -$81.9K |
|
|
CRF
4794
Cornerstone Total Return Fund
CRF
$1.23B
| $139K | ﹤0.01% |
+18,044
| New | +$139K |
|
4795
Comtech Telecommunications
CMTL
$66.1M
| $139K | ﹤0.01% |
45,720
-8,934
| -16% | -$27.1K |
|
4796
Bit Digital
BTBT
$1B
| $138K | ﹤0.01% |
43,533
-45,853
| -51% | -$146K |
|
4797
NetSol Technologies
NTWK
$53.5M
| $138K | ﹤0.01% |
54,490
+53,490
| +5,349% | +$136K |
|
4798
Telos
TLS
$494M
| $138K | ﹤0.01% |
34,357
+31,431
| +1,074% | +$126K |
|
4799
Orange County Bancorp
OBT
$348M
| $138K | ﹤0.01% |
5,212
-6,986
| -57% | -$185K |
|
4800
Innovator US Equity Power Buffer ETF April
PAPR
$824M
| $138K | ﹤0.01% |
+3,973
| New | +$138K |
|