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
|
+$292M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$230M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$141M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$138M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$134M |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$567M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$539M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$331M |
| 4 |
Tesla
TSLA
|
+$322M |
| 5 |
Amazon
AMZN
|
+$269M |
Sector Composition
| 1 | Technology | 14.17% |
| 2 | Financials | 8.68% |
| 3 | Healthcare | 8.49% |
| 4 | Consumer Discretionary | 6.5% |
| 5 | Industrials | 5.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4851
Bandwidth Inc
BAND
$529M
| $79K | ﹤0.01% |
6,653
-14,700
| -69% | -$175K |
|
4852
Build-A-Bear
BBW
$959M
| $79K | ﹤0.01% |
5,936
-6,156
| -51% | -$81.9K |
|
|
BITF
4853
Bitfarms
BITF
$1.72B
| $79K | ﹤0.01% |
75,558
+44,765
| +145% | +$46.8K |
|
4854
FT Vest US Equity Buffer ETF April
FAPR
$874M
| $79K | ﹤0.01% |
2,874
+2,353
| +452% | +$64.7K |
|
4855
Fidelity International Value Factor ETF
FIVA
$269M
| $79K | ﹤0.01% |
+4,488
| New | +$79K |
|
4856
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.81B
| $79K | ﹤0.01% |
+1,611
| New | +$79K |
|
4857
Hoya Capital Housing ETF
HOMZ
$36.8M
| $79K | ﹤0.01% |
2,621
+1,755
| +203% | +$52.9K |
|
4858
Nerdy
NRDY
$166M
| $79K | ﹤0.01% |
37,500
+14,453
| +63% | +$30.4K |
|
|
OLO
4859
DELISTED
Olo Inc
OLO
| $79K | ﹤0.01% |
9,973
-137,122
| -93% | -$1.09M |
|
4860
Skillz
SKLZ
$112M
| $79K | ﹤0.01% |
3,869
+686
| +22% | +$14K |
|
4861
DoubleLine Opportunistic Bond ETF
DBND
$551M
| $79K | ﹤0.01% |
+1,736
| New | +$79K |
|
4862
SoundThinking
SSTI
$157M
| $79K | ﹤0.01% |
2,751
+499
| +22% | +$14.3K |
|
4863
Tecnoglass
TGLS
$3.29B
| $79K | ﹤0.01% |
3,758
+1,919
| +104% | +$40.3K |
|
|
JHMI
4864
DELISTED
John Hancock Multifactor Industrials ETF
JHMI
| $79K | ﹤0.01% |
1,864
+1,003
| +116% | +$42.5K |
|
|
AVAN
4865
DELISTED
Avanti Acquisition Corp.
AVAN
| $79K | ﹤0.01% |
7,884
+4,913
| +165% | +$49.2K |
|
|
AFCG
4866
AFC Gamma
AFCG
$100M
| $78K | ﹤0.01% |
7,434
+7,272
| +4,489% | +$76.3K |
|
4867
VanEck Social Sentiment ETF
BUZZ
$110M
| $78K | ﹤0.01% |
6,112
-1,429
| -19% | -$18.2K |
|
|
ECC
4868
Eagle Point Credit Co
ECC
$868M
| $78K | ﹤0.01% |
7,100
-1,966
| -22% | -$21.6K |
|
|
GRVY
4869
GRAVITY
GRVY
$446M
| $78K | ﹤0.01% |
1,657
+1,544
| +1,366% | +$72.7K |
|
4870
MindMed
MNMD
$688M
| $78K | ﹤0.01% |
22,247
+20,451
| +1,139% | +$71.7K |
|
4871
Timothy Plan US Small Cap Core ETF
TPSC
$238M
| $78K | ﹤0.01% |
2,841
+2,196
| +340% | +$60.3K |
|
4872
ProShares Ultra 20+ Year Treasury
UBT
$102M
| $78K | ﹤0.01% |
3,036
+3,021
| +20,140% | +$77.6K |
|
4873
Innovator US Equity Ultra Buffer ETF May
UMAY
$61.8M
| $78K | ﹤0.01% |
3,069
+1,710
| +126% | +$43.5K |
|
4874
Xos
XOS
$24.7M
| $78K | ﹤0.01% |
2,169
+1,208
| +126% | +$43.4K |
|
4875
Zumiez
ZUMZ
$349M
| $78K | ﹤0.01% |
3,624
| – | – |
|