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 |
Meta Platforms (Facebook)
META
|
+$772M |
| 2 |
Apple
AAPL
|
+$642M |
| 3 |
NVIDIA
NVDA
|
+$626M |
| 4 |
Eli Lilly
LLY
|
+$561M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$447M |
Top Sells
| 1 |
Nike
NKE
|
+$1.2B |
| 2 |
Tesla
TSLA
|
+$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$274M |
| 4 |
Match Group
MTCH
|
+$261M |
| 5 |
CRH
CRH
|
+$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4951
Afya
AFYA
$1.44B
| $135K | ﹤0.01% |
7,898
+2,408
| +44% | +$41.1K |
|
|
INZY
4952
DELISTED
Inozyme Pharma
INZY
| $135K | ﹤0.01% |
25,764
+9,991
| +63% | +$52.3K |
|
4953
BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA
$31.5M
| $135K | ﹤0.01% |
8,783
+2,264
| +35% | +$34.7K |
|
|
BOW
4954
Bowhead Specialty Holdings
BOW
$963M
| $135K | ﹤0.01% |
4,807
+3,926
| +446% | +$110K |
|
4955
Monte Rosa Therapeutics
GLUE
$391M
| $134K | ﹤0.01% |
25,333
+2,039
| +9% | +$10.8K |
|
4956
Core Molding Technologies
CMT
$184M
| $134K | ﹤0.01% |
7,789
+1,023
| +15% | +$17.6K |
|
4957
FibroBiologics
FBLG
$22.3M
| $134K | ﹤0.01% |
43,352
-34,700
| -44% | -$107K |
|
4958
Forafric Global
AFRI
$246M
| $134K | ﹤0.01% |
11,775
+8,976
| +321% | +$102K |
|
4959
iShares Morningstar Multi-Asset Income ETF
IYLD
$122M
| $133K | ﹤0.01% |
6,446
-209
| -3% | -$4.32K |
|
4960
Pangaea Logistics
PANL
$354M
| $133K | ﹤0.01% |
18,392
+6,257
| +52% | +$45.2K |
|
4961
FT Vest US Equity Buffer ETF May
FMAY
$1.05B
| $133K | ﹤0.01% |
+2,859
| New | +$133K |
|
4962
Solid Power
SLDP
$756M
| $133K | ﹤0.01% |
98,384
+50,369
| +105% | +$68K |
|
4963
National Bankshares
NKSH
$196M
| $133K | ﹤0.01% |
4,434
+1,979
| +81% | +$59.2K |
|
|
PARAA
4964
DELISTED
Paramount Global Class A
PARAA
| $133K | ﹤0.01% |
6,064
-2,862
| -32% | -$62.6K |
|
4965
Meihua International Medical Technologies
MHUA
$12.8M
| $132K | ﹤0.01% |
129,699
+106,965
| +471% | +$109K |
|
4966
T-Rex 2X Long NVIDIA Daily Target ETF
NVDX
$623M
| $132K | ﹤0.01% |
+9,334
| New | +$132K |
|
4967
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$76.6M
| $131K | ﹤0.01% |
22,461
+14,364
| +177% | +$83.9K |
|
4968
GrowGeneration
GRWG
$96.8M
| $131K | ﹤0.01% |
61,318
+42,828
| +232% | +$91.2K |
|
4969
Pro-Dex
PDEX
$112M
| $130K | ﹤0.01% |
4,367
+803
| +23% | +$24K |
|
4970
Larimar Therapeutics
LRMR
$359M
| $130K | ﹤0.01% |
19,874
+2,202
| +12% | +$14.4K |
|
4971
Red River Bancshares
RRBI
$441M
| $130K | ﹤0.01% |
2,499
+765
| +44% | +$39.8K |
|
4972
USCB Financial Holdings
USCB
$345M
| $130K | ﹤0.01% |
8,509
+5,303
| +165% | +$80.9K |
|
4973
Global X S&P 500 Quality Dividend ETF
QDIV
$32.1M
| $130K | ﹤0.01% |
+3,566
| New | +$130K |
|
4974
Cardiff Oncology
CRDF
$136M
| $130K | ﹤0.01% |
48,564
+6,599
| +16% | +$17.6K |
|
4975
FT Vest US Small Cap Moderate Buffer ETF February
SFEB
$78.8M
| $129K | ﹤0.01% |
6,080
+3,867
| +175% | +$82.3K |
|