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 | |
|---|---|---|---|---|---|---|
4876
MetroCity Bankshares
MCBS
$741M
| $447K | ﹤0.01% |
15,628
+5,654
| +57% | +$162K |
|
4877
Alger 35 ETF
ATFV
$54.6M
| $447K | ﹤0.01% |
15,125
+3,408
| +29% | +$101K |
|
4878
Biomea Fusion
BMEA
$116M
| $446K | ﹤0.01% |
247,663
+10,787
| +5% | +$19.4K |
|
4879
Invesco Global Clean Energy ETF
PBD
$86.4M
| $446K | ﹤0.01% |
35,377
+23,910
| +209% | +$301K |
|
4880
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$129M
| $445K | ﹤0.01% |
10,962
+3,035
| +38% | +$123K |
|
|
GCTS
4881
GCT Semiconductor Holding
GCTS
$91.1M
| $443K | ﹤0.01% |
297,487
-204,777
| -41% | -$305K |
|
4882
Tyra Biosciences
TYRA
$666M
| $443K | ﹤0.01% |
46,268
-18
| -0% | -$172 |
|
4883
FT Vest US Equity Deep Buffer ETF July
DJUL
$408M
| $443K | ﹤0.01% |
9,965
+3,559
| +56% | +$158K |
|
4884
Inseego
INSG
$202M
| $442K | ﹤0.01% |
53,693
-17,415
| -24% | -$144K |
|
4885
Alerus Financial
ALRS
$587M
| $442K | ﹤0.01% |
20,435
+3,798
| +23% | +$82.2K |
|
|
GENVR
4886
Gen Digital Inc Contingent Value Rights
GENVR
| $442K | ﹤0.01% |
+55,131
| New | +$442K |
|
|
ITOS
4887
DELISTED
iTeos Therapeutics
ITOS
| $442K | ﹤0.01% |
44,288
+18,028
| +69% | +$180K |
|
4888
Prudential
PUK
$35.1B
| $441K | ﹤0.01% |
17,629
-112,065
| -86% | -$2.8M |
|
4889
908 Devices
MASS
$263M
| $440K | ﹤0.01% |
61,726
+24,603
| +66% | +$175K |
|
4890
Bally's
BALY
$512M
| $440K | ﹤0.01% |
45,906
+39,898
| +664% | +$382K |
|
4891
Prairie Operating Co
PROP
$94M
| $439K | ﹤0.01% |
146,530
+58,598
| +67% | +$176K |
|
4892
Innovator Growth-100 Power Buffer ETF January
NJAN
$302M
| $438K | ﹤0.01% |
+8,637
| New | +$438K |
|
4893
Invesco DB Base Metals Fund
DBB
$125M
| $437K | ﹤0.01% |
22,572
-219,382
| -91% | -$4.25M |
|
|
AC
4894
DELISTED
Associated Capital Group
AC
| $437K | ﹤0.01% |
11,650
+1,412
| +14% | +$53K |
|
|
PACHU
4895
Pioneer Acquisition I Corp Units
PACHU
$220M
| $436K | ﹤0.01% |
+43,600
| New | +$436K |
|
4896
Pyxis Oncology
PYXS
$140M
| $436K | ﹤0.01% |
396,096
-748
| -0.2% | -$823 |
|
4897
Invesco S&P 500 Downside Hedged ETF
PHDG
$78.6M
| $435K | ﹤0.01% |
12,315
-3,297
| -21% | -$116K |
|
4898
Genie Energy
GNE
$397M
| $434K | ﹤0.01% |
16,155
-1,068
| -6% | -$28.7K |
|
4899
Goldman Sachs Physical Gold ETF Shares
AAAU
$1.82B
| $432K | ﹤0.01% |
13,230
-11,945
| -47% | -$390K |
|
4900
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
$221M
| $432K | ﹤0.01% |
11,675
+9,002
| +337% | +$333K |
|