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 |
AMRZ
Amrize Ltd
AMRZ
|
+$766M |
| 2 |
Tesla
TSLA
|
+$470M |
| 3 |
Suncor Energy
SU
|
+$467M |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56B |
| 2 |
Apple
AAPL
|
+$1.35B |
| 3 |
UBS Group
UBS
|
+$1.06B |
| 4 |
NVIDIA
NVDA
|
+$827M |
| 5 |
Hewlett Packard
HPE
|
+$721M |
Sector Composition
| 1 | Technology | 22.13% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.2% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4851
Innovator US Equity Power Buffer ETF January
PJAN
$1.23B
| $461K | ﹤0.01% |
10,463
+4,531
| +76% | +$200K |
|
4852
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$501M
| $460K | ﹤0.01% |
5,800
-13,241
| -70% | -$1.05M |
|
4853
Grupo Cibest SA
CIB
$12.5B
| $460K | ﹤0.01% |
9,954
+6,855
| +221% | +$317K |
|
4854
Methode Electronics
MEI
$283M
| $460K | ﹤0.01% |
48,320
-13,127
| -21% | -$125K |
|
4855
Martin Midstream Partners
MMLP
$117M
| $459K | ﹤0.01% |
155,737
-20,011
| -11% | -$59K |
|
|
CEPO
4856
Cantor Equity Partners I
CEPO
$265M
| $459K | ﹤0.01% |
38,603
-52,626
| -58% | -$626K |
|
|
PNF
4857
DELISTED
PIMCO New York Municipal Income Fund
PNF
| $459K | ﹤0.01% |
65,700
-4,344
| -6% | -$30.4K |
|
4858
LanzaTech
LNZA
$40.5M
| $458K | ﹤0.01% |
16,894
+8,541
| +102% | +$231K |
|
4859
FiscalNote
NOTE
$63.1M
| $457K | ﹤0.01% |
71,026
+18,290
| +35% | +$118K |
|
4860
Goldman Sachs Innovate Equity ETF
GINN
$243M
| $455K | ﹤0.01% |
6,752
+2,067
| +44% | +$139K |
|
4861
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
$15.3M
| $455K | ﹤0.01% |
13,196
+4,252
| +48% | +$147K |
|
4862
Standard BioTools
LAB
$535M
| $453K | ﹤0.01% |
377,871
-29,117
| -7% | -$34.9K |
|
4863
Nuveen Municipal Income
NMI
$102M
| $453K | ﹤0.01% |
45,054
+5,609
| +14% | +$56.4K |
|
4864
Nu Skin
NUS
$598M
| $452K | ﹤0.01% |
56,597
-73,636
| -57% | -$588K |
|
4865
Biglari Holdings Class B
BH
$969M
| $452K | ﹤0.01% |
1,547
-734
| -32% | -$214K |
|
|
ARAI
4866
Arrive AI Inc
ARAI
$102M
| $452K | ﹤0.01% |
+38,696
| New | +$452K |
|
4867
Middlefield Banc Corp
MBCN
$261M
| $452K | ﹤0.01% |
15,009
+1,141
| +8% | +$34.4K |
|
4868
J. Jill
JILL
$274M
| $451K | ﹤0.01% |
30,838
-3,272
| -10% | -$47.9K |
|
4869
Goldman Sachs Future Tech Leaders Equity ETF
GTEK
$189M
| $451K | ﹤0.01% |
12,512
+12,293
| +5,613% | +$444K |
|
4870
Vivos Therapeutics
VVOS
$25.8M
| $451K | ﹤0.01% |
142,801
+140,922
| +7,500% | +$445K |
|
4871
Olympic Steel
ZEUS
$362M
| $451K | ﹤0.01% |
13,833
-4,611
| -25% | -$150K |
|
|
AUNA
4872
Auna
AUNA
$477M
| $449K | ﹤0.01% |
72,494
+18,710
| +35% | +$116K |
|
4873
Invesco S&P 500 BuyWrite ETF
PBP
$296M
| $449K | ﹤0.01% |
20,558
-1,089
| -5% | -$23.8K |
|
|
IMAB
4874
I-MAB
IMAB
$309M
| $447K | ﹤0.01% |
184,845
-133,701
| -42% | -$324K |
|
4875
Unity Bancorp
UNTY
$516M
| $447K | ﹤0.01% |
9,494
-1,622
| -15% | -$76.4K |
|