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 | |
|---|---|---|---|---|---|---|
4776
McEwen Inc
MUX
$786M
| $176K | ﹤0.01% |
18,901
-807
| -4% | -$7.51K |
|
4777
Pulmonx
LUNG
$68.9M
| $176K | ﹤0.01% |
21,173
-1,462
| -6% | -$12.1K |
|
4778
CureVac
CVAC
$1.2B
| $175K | ﹤0.01% |
59,674
-53,298
| -47% | -$157K |
|
|
BNT
4779
Brookfield Wealth Solutions
BNT
$20.4B
| $175K | ﹤0.01% |
3,299
-4,401
| -57% | -$234K |
|
|
PNNT
4780
Pennant Park Investment Corp
PNNT
$453M
| $175K | ﹤0.01% |
25,075
-15,832
| -39% | -$111K |
|
4781
ACNB Corp
ACNB
$473M
| $175K | ﹤0.01% |
4,007
+1,482
| +59% | +$64.7K |
|
4782
Genie Energy
GNE
$397M
| $175K | ﹤0.01% |
10,760
+2,202
| +26% | +$35.8K |
|
4783
X4 Pharmaceuticals
XFOR
$71.2M
| $175K | ﹤0.01% |
8,704
+6,636
| +321% | +$133K |
|
|
IAUX
4784
i-80 Gold Corp
IAUX
$775M
| $174K | ﹤0.01% |
150,002
+47,216
| +46% | +$54.8K |
|
4785
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.14B
| $174K | ﹤0.01% |
8,585
+5,037
| +142% | +$102K |
|
4786
SEACOR Marine Holdings
SMHI
$184M
| $173K | ﹤0.01% |
17,972
+3,510
| +24% | +$33.9K |
|
|
ILOW
4787
AB International Low Volatility Equity ETF
ILOW
$1.44B
| $173K | ﹤0.01% |
+4,723
| New | +$173K |
|
4788
Stellus Capital Investment Corp
SCM
$398M
| $173K | ﹤0.01% |
12,606
+1,654
| +15% | +$22.6K |
|
4789
Clearmind Medicine
CMND
$6.51M
| $172K | ﹤0.01% |
+141,337
| New | +$172K |
|
4790
First Bancorp
FNLC
$299M
| $172K | ﹤0.01% |
6,532
+1,813
| +38% | +$47.7K |
|
|
TTP
4791
DELISTED
TORTOISE PIPELINE & ENERGY FUND, INC.
TTP
| $172K | ﹤0.01% |
4,073
+2,440
| +149% | +$103K |
|
4792
SoundThinking
SSTI
$157M
| $172K | ﹤0.01% |
14,828
-743
| -5% | -$8.61K |
|
|
SEG
4793
Seaport Entertainment Group
SEG
$307M
| $172K | ﹤0.01% |
+6,266
| New | +$172K |
|
4794
FT Vest US Equity Buffer ETF November
FNOV
$1B
| $172K | ﹤0.01% |
3,638
+1,656
| +84% | +$78.1K |
|
4795
El Paso Energy Capital Trust I
EP.PRC
$217M
| $172K | ﹤0.01% |
3,557
+476
| +15% | +$23K |
|
|
AFCG
4796
AFC Gamma
AFCG
$100M
| $172K | ﹤0.01% |
16,808
-90
| -0.5% | -$919 |
|
|
LAC
4797
Lithium Americas
LAC
$785M
| $171K | ﹤0.01% |
63,332
-3,244
| -5% | -$8.76K |
|
4798
Legacy Housing
LEGH
$650M
| $171K | ﹤0.01% |
6,252
+1,202
| +24% | +$32.9K |
|
|
SKE
4799
Skeena Resources
SKE
$2.08B
| $171K | ﹤0.01% |
20,211
-2,036
| -9% | -$17.2K |
|
4800
Bridgewater Bancshares
BWB
$477M
| $171K | ﹤0.01% |
12,040
+5,896
| +96% | +$83.5K |
|