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 | |
|---|---|---|---|---|---|---|
|
WAVE
4851
Eco Wave Power Global
WAVE
$49.7M
| $128K | ﹤0.01% |
43,828
+43,793
| +125,123% | +$128K |
|
4852
Martin Midstream Partners
MMLP
$117M
| $128K | ﹤0.01% |
39,611
-657
| -2% | -$2.12K |
|
4853
Third Coast Bancshares
TCBX
$558M
| $128K | ﹤0.01% |
6,013
-7,453
| -55% | -$159K |
|
4854
Finward Bancorp
FNWD
$138M
| $128K | ﹤0.01% |
5,213
+1,004
| +24% | +$24.6K |
|
|
TCBC
4855
DELISTED
TC Bancshares, Inc. Common Stock
TCBC
| $128K | ﹤0.01% |
+9,445
| New | +$128K |
|
4856
Matrix Service
MTRX
$360M
| $127K | ﹤0.01% |
12,814
+10,416
| +434% | +$103K |
|
4857
Amplify Energy
AMPY
$181M
| $127K | ﹤0.01% |
18,745
-32,416
| -63% | -$220K |
|
4858
Shengfeng Development Ltd
SFWL
$95.7M
| $127K | ﹤0.01% |
+97,588
| New | +$127K |
|
4859
Shore Bancshares
SHBI
$575M
| $127K | ﹤0.01% |
11,073
-21,010
| -65% | -$241K |
|
4860
Mineralys Therapeutics
MLYS
$3.05B
| $126K | ﹤0.01% |
10,787
-8,932
| -45% | -$105K |
|
4861
Hamilton Insurance Group
HG
$2.42B
| $126K | ﹤0.01% |
7,578
-11,406
| -60% | -$190K |
|
4862
Sprott Junior Copper Miners ETF
COPJ
$20.1M
| $126K | ﹤0.01% |
5,791
+5,757
| +16,932% | +$125K |
|
4863
GrafTech
EAF
$347M
| $126K | ﹤0.01% |
12,970
-16,341
| -56% | -$159K |
|
4864
Enanta Pharmaceuticals
ENTA
$163M
| $126K | ﹤0.01% |
9,695
-10,620
| -52% | -$138K |
|
4865
Taysha Gene Therapies
TSHA
$772M
| $126K | ﹤0.01% |
56,079
-133,205
| -70% | -$298K |
|
4866
Direxion Daily Healthcare Bull 3X Shares
CURE
$163M
| $126K | ﹤0.01% |
+1,075
| New | +$126K |
|
|
FNA
4867
DELISTED
Paragon 28, Inc.
FNA
| $125K | ﹤0.01% |
18,341
-44,634
| -71% | -$305K |
|
4868
Cibus
CBUS
$74.6M
| $125K | ﹤0.01% |
12,706
+4,580
| +56% | +$45.1K |
|
4869
Bankwell Financial Group
BWFG
$359M
| $125K | ﹤0.01% |
4,933
-3,838
| -44% | -$97.4K |
|
4870
Universal Electronics
UEIC
$61.2M
| $125K | ﹤0.01% |
10,770
+8,329
| +341% | +$96.8K |
|
4871
Genie Energy
GNE
$397M
| $125K | ﹤0.01% |
8,558
-17,593
| -67% | -$257K |
|
4872
Matthews China Active ETF
MCH
$23.7M
| $125K | ﹤0.01% |
6,509
+262
| +4% | +$5.04K |
|
4873
Amplify Online Retail ETF
IBUY
$165M
| $125K | ﹤0.01% |
2,272
+1,758
| +342% | +$96.8K |
|
4874
Drilling Tools International
DTI
$85.6M
| $125K | ﹤0.01% |
+22,212
| New | +$125K |
|
4875
T-REX 2X Long Tesla Daily Target ETF
TSLT
$515M
| $125K | ﹤0.01% |
9,871
-57,907
| -85% | -$732K |
|