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 |
iShares Core S&P 500 ETF
IVV
|
+$1.1B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$610M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$379M |
| 4 |
UBS Group
UBS
|
+$226M |
| 5 |
PLAN
Anaplan, Inc.
PLAN
|
+$219M |
Top Sells
| 1 |
Apple
AAPL
|
+$733M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$706M |
| 3 |
Microsoft
MSFT
|
+$702M |
| 4 |
Amazon
AMZN
|
+$625M |
| 5 |
Home Depot
HD
|
+$364M |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 9.11% |
| 3 | Healthcare | 8.2% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Industrials | 5.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CHIX
4876
DELISTED
Global X MSCI China Financials ETF
CHIX
| $151K | ﹤0.01% |
10,754
+2,625
| +32% | +$36.9K |
|
4877
ATAI Life Sciences
ATAI
$1.06B
| $150K | ﹤0.01% |
19,728
+19,428
| +6,476% | +$148K |
|
4878
Citius Pharmaceuticals
CTXR
$20.2M
| $150K | ﹤0.01% |
3,908
+1,638
| +72% | +$62.9K |
|
4879
Sasol
SSL
$4.23B
| $150K | ﹤0.01% |
9,134
+4,155
| +83% | +$68.2K |
|
|
BNT
4880
Brookfield Wealth Solutions
BNT
$20.4B
| $150K | ﹤0.01% |
2,382
-1,006
| -30% | -$63.4K |
|
|
AC
4881
DELISTED
Associated Capital Group
AC
| $149K | ﹤0.01% |
3,463
-2,759
| -44% | -$119K |
|
4882
Comfort Systems
FIX
$28.1B
| $149K | ﹤0.01% |
1,509
-647
| -30% | -$63.9K |
|
4883
Gaia
GAIA
$154M
| $149K | ﹤0.01% |
17,284
+3,933
| +29% | +$33.9K |
|
4884
VanEck Indonesia Index ETF
IDX
$37.8M
| $149K | ﹤0.01% |
+7,492
| New | +$149K |
|
4885
Invesco Bloomberg Pricing Power ETF
POWA
$189M
| $149K | ﹤0.01% |
2,034
-1,868
| -48% | -$137K |
|
|
STER
4886
DELISTED
Sterling Check Corp. Common Stock
STER
| $149K | ﹤0.01% |
7,261
+5,942
| +450% | +$122K |
|
4887
Coastal Financial
CCB
$1.72B
| $148K | ﹤0.01% |
+2,926
| New | +$148K |
|
4888
SB Financial Group
SBFG
$133M
| $148K | ﹤0.01% |
7,875
-826
| -9% | -$15.5K |
|
|
WIMI
4889
WiMi Hologram Cloud
WIMI
$47.6M
| $148K | ﹤0.01% |
4,863
+4,248
| +691% | +$129K |
|
|
CIIG
4890
DELISTED
CIIG Capital Partners II, Inc. Class A Common Stock
CIIG
| $148K | ﹤0.01% |
+15,000
| New | +$148K |
|
4891
Investors Title Co
ITIC
$480M
| $147K | ﹤0.01% |
744
+444
| +148% | +$87.7K |
|
4892
MindMed
MNMD
$688M
| $147K | ﹤0.01% |
7,122
+7,052
| +10,074% | +$146K |
|
4893
Amplify Transformational Data Sharing ETF
BLOK
$1.31B
| $146K | ﹤0.01% |
+3,630
| New | +$146K |
|
4894
Hooker Furnishings Corp
HOFT
$114M
| $146K | ﹤0.01% |
6,287
+5,630
| +857% | +$131K |
|
4895
InterContinental Hotels
IHG
$18.2B
| $146K | ﹤0.01% |
2,244
+803
| +56% | +$52.2K |
|
4896
Schwab 1000 Index ETF
SCHK
$4.65B
| $146K | ﹤0.01% |
+6,250
| New | +$146K |
|
|
PACX
4897
DELISTED
Pioneer Merger Corp. Class A Ordinary Share
PACX
| $146K | ﹤0.01% |
14,747
+13,591
| +1,176% | +$135K |
|
|
MSB
4898
Mesabi Trust
MSB
$406M
| $146K | ﹤0.01% |
5,541
+3,483
| +169% | +$91.8K |
|
4899
Ondas Holdings
ONDS
$2.2B
| $146K | ﹤0.01% |
21,773
+9,773
| +81% | +$65.5K |
|
4900
Quantum Corp
QMCO
$158M
| $146K | ﹤0.01% |
+1,328
| New | +$146K |
|