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 |
Strategy Inc
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4951
Euroseas
ESEA
$438M
| $330K | ﹤0.01% |
11,188
+9,803
| +708% | +$289K |
|
4952
Butterfly Network
BFLY
$466M
| $329K | ﹤0.01% |
105,333
+71,745
| +214% | +$224K |
|
4953
Mizuho Financial
MFG
$82.5B
| $329K | ﹤0.01% |
67,184
+55,926
| +497% | +$273K |
|
4954
Seer Inc
SEER
$126M
| $328K | ﹤0.01% |
142,112
+141,669
| +31,979% | +$327K |
|
|
VXRT
4955
DELISTED
Vaxart
VXRT
| $328K | ﹤0.01% |
495,793
+495,475
| +155,810% | +$328K |
|
4956
Stoneridge
SRI
$237M
| $328K | ﹤0.01% |
52,319
+6,657
| +15% | +$41.7K |
|
4957
BankFinancial
BFIN
$156M
| $328K | ﹤0.01% |
25,833
+21,546
| +503% | +$274K |
|
4958
ProShares UltraPro Dow 30
UDOW
$745M
| $328K | ﹤0.01% |
3,467
+3,193
| +1,165% | +$302K |
|
4959
Definitive Healthcare
DH
$438M
| $328K | ﹤0.01% |
79,749
+49,186
| +161% | +$202K |
|
4960
SmartFinancial
SMBK
$628M
| $325K | ﹤0.01% |
10,487
+482
| +5% | +$14.9K |
|
4961
United States Copper Index Fund
CPER
$226M
| $325K | ﹤0.01% |
12,901
-5,663
| -31% | -$142K |
|
4962
Nuveen Minnesota Quality Municipal Income Fund
NMS
$72.3M
| $324K | ﹤0.01% |
26,279
+11,592
| +79% | +$143K |
|
4963
Inovio Pharmaceuticals
INO
$122M
| $324K | ﹤0.01% |
176,974
+163,259
| +1,190% | +$299K |
|
4964
Nature's Sunshine
NATR
$285M
| $324K | ﹤0.01% |
22,090
+14,867
| +206% | +$218K |
|
4965
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$906M
| $323K | ﹤0.01% |
+8,369
| New | +$323K |
|
|
SSBK
4966
DELISTED
Southern States Bancshares
SSBK
| $323K | ﹤0.01% |
9,687
+3,235
| +50% | +$108K |
|
4967
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$375M
| $322K | ﹤0.01% |
12,710
-897
| -7% | -$22.7K |
|
4968
Smith Douglas Homes
SDHC
$949M
| $322K | ﹤0.01% |
12,545
+10,373
| +478% | +$266K |
|
|
AGEN
4969
Agenus
AGEN
$140M
| $321K | ﹤0.01% |
117,330
+107,277
| +1,067% | +$294K |
|
4970
Maxeon Solar Technologies
MAXN
$62.8M
| $321K | ﹤0.01% |
+42,626
| New | +$321K |
|
4971
Ceragon Networks
CRNT
$224M
| $321K | ﹤0.01% |
68,672
+31,967
| +87% | +$149K |
|
4972
Destination XL Group
DXLG
$74.4M
| $321K | ﹤0.01% |
119,217
+93,795
| +369% | +$252K |
|
|
RZLV
4973
Rezolve AI
RZLV
$1.89B
| $321K | ﹤0.01% |
+83,932
| New | +$321K |
|
4974
James Hardie Industries
JHX
$11.2B
| $320K | ﹤0.01% |
10,379
+4,959
| +91% | +$153K |
|
4975
AB Disruptors ETF
FWD
$1.05B
| $320K | ﹤0.01% |
4,037
+3,037
| +304% | +$241K |
|