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 | |
|---|---|---|---|---|---|---|
|
SMCL
4901
GraniteShares 2x Long SMCI Daily ETF
SMCL
$71.1M
| $432K | ﹤0.01% |
23,627
+7,634
| +48% | +$140K |
|
|
TBCH
4902
Turtle Beach Corp
TBCH
$303M
| $432K | ﹤0.01% |
31,208
-31,930
| -51% | -$442K |
|
4903
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$696M
| $432K | ﹤0.01% |
7,584
-28,015
| -79% | -$1.59M |
|
|
RKLX
4904
Defiance Daily Target 2X Long RKLB ETF
RKLX
$75.7M
| $431K | ﹤0.01% |
+7,475
| New | +$431K |
|
4905
Cadiz
CDZI
$355M
| $430K | ﹤0.01% |
143,893
-18,194
| -11% | -$54.4K |
|
4906
Spectral AI
MDAI
$64.4M
| $430K | ﹤0.01% |
173,187
+99,580
| +135% | +$247K |
|
|
KFII
4907
K&F Growth Acquisition Corp II
KFII
$401M
| $429K | ﹤0.01% |
+42,174
| New | +$429K |
|
|
SLI
4908
Standard Lithium
SLI
$622M
| $428K | ﹤0.01% |
218,538
-85,401
| -28% | -$167K |
|
4909
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$176M
| $428K | ﹤0.01% |
16,449
| – | – |
|
4910
United States Antimony
UAMY
$835M
| $425K | ﹤0.01% |
195,089
+109,638
| +128% | +$239K |
|
4911
Codexis
CDXS
$221M
| $425K | ﹤0.01% |
174,151
-117,834
| -40% | -$288K |
|
4912
Five Star Bancorp
FSBC
$704M
| $424K | ﹤0.01% |
14,868
+4,694
| +46% | +$134K |
|
4913
SEI Enhanced US Large Cap Quality Factor ETF
SEIQ
$449M
| $424K | ﹤0.01% |
11,393
+4,451
| +64% | +$165K |
|
4914
BBVA Argentina
BBAR
$1.67B
| $423K | ﹤0.01% |
25,669
-261,218
| -91% | -$4.3M |
|
4915
Siren DIVCON Leaders Dividend ETF
LEAD
$62.4M
| $422K | ﹤0.01% |
5,880
+3,956
| +206% | +$284K |
|
4916
RCI Hospitality Holdings
RICK
$238M
| $422K | ﹤0.01% |
11,078
-821
| -7% | -$31.3K |
|
4917
Domo
DOMO
$745M
| $421K | ﹤0.01% |
30,169
-65,778
| -69% | -$919K |
|
4918
BlackRock MuniHoldings Quality Fund II
MUE
$220M
| $421K | ﹤0.01% |
43,974
-35,500
| -45% | -$340K |
|
|
ICAD
4919
DELISTED
iCAD Inc
ICAD
| $421K | ﹤0.01% |
110,453
+100,695
| +1,032% | +$384K |
|
4920
Coherus Oncology
CHRS
$187M
| $420K | ﹤0.01% |
574,531
+205,580
| +56% | +$150K |
|
4921
Nine Energy Service
NINE
$28M
| $419K | ﹤0.01% |
543,233
+77,196
| +17% | +$59.5K |
|
4922
Avalo Therapeutics
AVTX
$156M
| $418K | ﹤0.01% |
83,724
-15,227
| -15% | -$76K |
|
4923
First Western Financial
MYFW
$226M
| $417K | ﹤0.01% |
18,491
+4,331
| +31% | +$97.7K |
|
4924
Shore Bancshares
SHBI
$575M
| $416K | ﹤0.01% |
26,480
+12,248
| +86% | +$193K |
|
4925
Candel Therapeutics
CADL
$264M
| $416K | ﹤0.01% |
82,167
-104,927
| -56% | -$531K |
|