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 |
SPDR S&P 500 ETF Trust
SPY
|
$1.56B |
| 2 |
Eaton
ETN
|
$585M |
| 3 |
SPDR Gold Trust
GLD
|
$582M |
| 4 |
Hewlett Packard
HPE
|
$514M |
| 5 |
Southwest Airlines
LUV
|
$510M |
Top Sells
| 1 |
Strategy Inc Common Stock Class A
MSTR
|
$660M |
| 2 |
Phillips 66
PSX
|
$549M |
| 3 |
Microsoft
MSFT
|
$513M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$480M |
| 5 |
Boeing
BA
|
$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4826
Inspired Entertainment
INSE
$250M
| $388K | ﹤0.01% | 45,450 +33,185 | +271% | +$283K |
|
4827
Nuveen Municipal Income
NMI
$99.3M
| $388K | ﹤0.01% | 39,445 -7,312 | -16% | -$72K |
|
4828
Middlefield Banc Corp
MBCN
$248M
| $388K | ﹤0.01% | 13,868 -3,484 | -20% | -$97.4K |
|
4829
SoundThinking
SSTI
$163M
| $387K | ﹤0.01% | 22,855 -14,885 | -39% | -$252K |
|
|
BWG
4830
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$145M
| $387K | ﹤0.01% | 46,326 -3,598 | -7% | -$30K |
|
4831
MicroSectors FANG+ Index 2X Leveraged ETNs due 8 Jan 2038
FNGO
$567M
| $387K | ﹤0.01% | 5,664 +2,711 | +92% | +$185K |
|
4832
CXApp
CXAI
$17.6M
| $387K | ﹤0.01% | 429,445 +343,664 | +401% | +$309K |
|
4833
American Well
AMWL
$111M
| $386K | ﹤0.01% | 48,988 +15,995 | +48% | +$126K |
|
|
SLI
4834
Standard Lithium
SLI
$600M
| $386K | ﹤0.01% | 303,939 +181,580 | +148% | +$231K |
|
|
TBH
4835
Brag House Holdings, Inc. Common Stock
TBH
$16M
| $386K | ﹤0.01% | +58,385 | New | +$386K |
|
4836
MDB Capital Holdings
MDBH
$34.6M
| $386K | ﹤0.01% | 62,593 +21,059 | +51% | +$130K |
|
4837
Resources Connection
RGP
$170M
| $385K | ﹤0.01% | 58,853 -297,701 | -83% | -$1.95M |
|
4838
Global Water Resources
GWRS
$265M
| $385K | ﹤0.01% | 37,308 -5,566 | -13% | -$57.4K |
|
4839
Inhibrx
INBX
$408M
| $384K | ﹤0.01% | 27,468 +9,711 | +55% | +$136K |
|
4840
iShares US Tech Breakthrough Multisector ETF
TECB
$439M
| $384K | ﹤0.01% | 7,857 -1,943 | -20% | -$95K |
|
|
LZMH
4841
LZ Technology Holdings Limited Class B Ordinary Shares
LZMH
$555M
| $384K | ﹤0.01% | +55,511 | New | +$384K |
|
|
CBLL
4842
CeriBell, Inc. Common Stock
CBLL
$434M
| $383K | ﹤0.01% | 19,951 -15,735 | -44% | -$302K |
|
|
AUNA
4843
Auna
AUNA
$466M
| $382K | ﹤0.01% | 53,784 -82,712 | -61% | -$588K |
|
4844
Renovaro
RENB
$55M
| $382K | ﹤0.01% | 703,840 -59,861 | -8% | -$32.5K |
|
4845
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$781M
| $382K | ﹤0.01% | 10,597 +2,228 | +27% | +$80.3K |
|
|
DOYU
4846
DouYu International Holdings
DOYU
$233M
| $382K | ﹤0.01% | 51,121 -67,292 | -57% | -$503K |
|
|
NAGE
4847
Niagen Bioscience, Inc. Common Stock
NAGE
$790M
| $380K | ﹤0.01% | 55,136 +10,663 | +24% | +$73.6K |
|
4848
Arq
ARQ
$330M
| $379K | ﹤0.01% | 90,959 +19,709 | +28% | +$82.2K |
|
|
ACCD
4849
DELISTED
Accolade, Inc. Common Stock
ACCD
| $378K | ﹤0.01% | 54,213 -204,563 | -79% | -$1.43M |
|
4850
Leslie's
LESL
$61.7M
| $377K | ﹤0.01% | 511,702 -105,570 | -17% | -$77.7K |
|