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 | |
|---|---|---|---|---|---|---|
|
BWAQ
4876
DELISTED
Blue World Acquisition Corporation Class A Ordinary Shares
BWAQ
| $125K | ﹤0.01% |
14,341
+14,328
| +110,215% | +$125K |
|
4877
Tourmaline Bio
TRML
$1.23B
| $125K | ﹤0.01% |
9,700
+6,879
| +244% | +$88.5K |
|
4878
Neurogene
NGNE
$245M
| $125K | ﹤0.01% |
3,423
-6,295
| -65% | -$229K |
|
4879
Chunghwa Telecom
CHT
$34.1B
| $125K | ﹤0.01% |
3,226
-31,934
| -91% | -$1.23M |
|
4880
Veritone
VERI
$367M
| $124K | ﹤0.01% |
55,007
-64,263
| -54% | -$145K |
|
4881
Unity Bancorp
UNTY
$516M
| $124K | ﹤0.01% |
4,200
-4,274
| -50% | -$126K |
|
4882
Bally's
BALY
$512M
| $124K | ﹤0.01% |
10,375
-26,915
| -72% | -$322K |
|
4883
Magnachip Semiconductor
MX
$117M
| $124K | ﹤0.01% |
25,479
-7,306
| -22% | -$35.6K |
|
|
TEI
4884
Templeton Emerging Markets Income Fund
TEI
$302M
| $124K | ﹤0.01% |
23,280
-2,308
| -9% | -$12.3K |
|
4885
Black Diamond Therapeutics
BDTX
$187M
| $124K | ﹤0.01% |
26,534
+22,263
| +521% | +$104K |
|
4886
Innovator Growth-100 Power Buffer ETF April
NAPR
$227M
| $124K | ﹤0.01% |
+2,595
| New | +$124K |
|
4887
JPMorgan US Tech Leaders ETF
JTEK
$2.61B
| $123K | ﹤0.01% |
+1,783
| New | +$123K |
|
4888
GCM Grosvenor
GCMG
$690M
| $123K | ﹤0.01% |
12,641
-29,899
| -70% | -$292K |
|
4889
Invesco Zacks Multi-Asset Income ETF
CVY
$116M
| $123K | ﹤0.01% |
4,910
-19
| -0.4% | -$477 |
|
4890
Sierra Bancorp
BSRR
$412M
| $123K | ﹤0.01% |
5,500
-9,047
| -62% | -$202K |
|
4891
Vicor
VICR
$2.38B
| $123K | ﹤0.01% |
3,709
-17,456
| -82% | -$579K |
|
|
CXH
4892
MFS Investment Grade Municipal Trust
CXH
$64.6M
| $123K | ﹤0.01% |
15,567
-108
| -0.7% | -$853 |
|
4893
Lyell Immunopharma
LYEL
$251M
| $123K | ﹤0.01% |
4,241
-5,718
| -57% | -$166K |
|
4894
Build-A-Bear
BBW
$959M
| $123K | ﹤0.01% |
4,849
-8,833
| -65% | -$223K |
|
4895
Innodata
INOD
$2.25B
| $122K | ﹤0.01% |
8,235
-20,615
| -71% | -$306K |
|
4896
Karyopharm Therapeutics
KPTI
$46.9M
| $122K | ﹤0.01% |
9,379
-7,617
| -45% | -$99.2K |
|
|
JOF
4897
Japan Smaller Capitalization Fund
JOF
$304M
| $122K | ﹤0.01% |
16,078
+7,078
| +79% | +$53.7K |
|
4898
Park-Ohio Holdings
PKOH
$311M
| $121K | ﹤0.01% |
4,692
-5,064
| -52% | -$131K |
|
|
BRNS
4899
Barinthus Biotherapeutics
BRNS
$44M
| $121K | ﹤0.01% |
86,653
+85,106
| +5,501% | +$119K |
|
4900
Tyra Biosciences
TYRA
$666M
| $121K | ﹤0.01% |
7,575
-6,597
| -47% | -$105K |
|