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 | |
|---|---|---|---|---|---|---|
5001
AngioDynamics
ANGO
$438M
| $102K | ﹤0.01% |
16,817
-31,701
| -65% | -$192K |
|
5002
Hycroft Mining Holding Corp
HYMC
$344M
| $102K | ﹤0.01% |
42,340
+42,317
| +183,987% | +$102K |
|
5003
Guardforce AI
GFAI
$25.2M
| $101K | ﹤0.01% |
46,123
+43,517
| +1,670% | +$95.7K |
|
5004
WideOpenWest
WOW
$442M
| $101K | ﹤0.01% |
18,738
-38,875
| -67% | -$210K |
|
5005
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.45B
| $101K | ﹤0.01% |
+2,000
| New | +$101K |
|
5006
Northeast Community Bancorp
NECB
$273M
| $101K | ﹤0.01% |
5,684
-7,188
| -56% | -$128K |
|
5007
Expensify
EXFY
$181M
| $101K | ﹤0.01% |
67,896
-40,008
| -37% | -$59.6K |
|
|
THRD
5008
DELISTED
Third Harmonic Bio
THRD
| $101K | ﹤0.01% |
7,781
-11,915
| -60% | -$155K |
|
5009
Innovator US Equity Power Buffer ETF January
PJAN
$1.23B
| $101K | ﹤0.01% |
2,513
+973
| +63% | +$39.1K |
|
5010
Birks Group
BGI
$24.3M
| $101K | ﹤0.01% |
38,365
-6,844
| -15% | -$18K |
|
5011
Home Bancorp
HBCP
$439M
| $101K | ﹤0.01% |
2,518
-4,867
| -66% | -$195K |
|
5012
AudioEye
AEYE
$164M
| $100K | ﹤0.01% |
+5,694
| New | +$100K |
|
5013
Invesco CurrencyShares Canadian Dollar Trust
FXC
$92.2M
| $100K | ﹤0.01% |
1,401
-239
| -15% | -$17.1K |
|
5014
First Internet Bancorp
INBK
$210M
| $99.9K | ﹤0.01% |
3,697
+2,254
| +156% | +$60.9K |
|
5015
Tuttle Capital Daily 2X Inverse Regional Banks ETF
SKRE
$3.35M
| $99.7K | ﹤0.01% |
4,063
+3,432
| +544% | +$84.2K |
|
5016
WBI BullBear Yield 3000 ETF
WBIG
$32.9M
| $99.5K | ﹤0.01% |
4,158
+4,084
| +5,519% | +$97.7K |
|
|
BCIL
5017
Bancreek International Large Cap ETF
BCIL
$34.2M
| $99.4K | ﹤0.01% |
+3,916
| New | +$99.4K |
|
5018
Global X Data Center & Digital Infrastructure ETF
DTCR
$430M
| $99.3K | ﹤0.01% |
6,594
+3,865
| +142% | +$58.2K |
|
|
ALIM
5019
DELISTED
Alimera Sciences
ALIM
| $99.2K | ﹤0.01% |
+17,848
| New | +$99.2K |
|
5020
Getty Images
GETY
$859M
| $99K | ﹤0.01% |
+30,354
| New | +$99K |
|
5021
iShares MSCI Ireland ETF
EIRL
$59.8M
| $98.9K | ﹤0.01% |
1,536
-9,737
| -86% | -$627K |
|
5022
PhenixFIN
PFX
| $98.8K | ﹤0.01% |
2,113
-3
| -0.1% | -$140 |
|
5023
Sensus Healthcare
SRTS
$51.1M
| $98.8K | ﹤0.01% |
+18,538
| New | +$98.8K |
|
5024
Zynex
ZYXI
$47M
| $98.8K | ﹤0.01% |
10,598
-7,378
| -41% | -$68.8K |
|
5025
Bit Origin
BTOG
$37.7M
| $98.4K | ﹤0.01% |
34,175
+32,594
| +2,062% | +$93.9K |
|