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 | |
|---|---|---|---|---|---|---|
5026
MaxCyte
MXCT
$162M
| $361K | ﹤0.01% |
165,718
-37,569
| -18% | -$81.9K |
|
5027
Occidental Petroleum Corp Warrants
OXY.WS
$23B
| $361K | ﹤0.01% |
17,416
-30,635
| -64% | -$634K |
|
5028
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$59.7M
| $361K | ﹤0.01% |
17,151
-3,406
| -17% | -$71.6K |
|
5029
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.97B
| $361K | ﹤0.01% |
3,700
-997
| -21% | -$97.2K |
|
5030
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$114M
| $360K | ﹤0.01% |
11,336
+261
| +2% | +$8.28K |
|
5031
VivoPower
VVPR
$48.8M
| $360K | ﹤0.01% |
88,361
+10,116
| +13% | +$41.2K |
|
5032
SKYX Platforms
SKYX
$145M
| $360K | ﹤0.01% |
344,087
+247,685
| +257% | +$259K |
|
5033
POET Technologies
POET
$468M
| $359K | ﹤0.01% |
68,974
-140,836
| -67% | -$734K |
|
5034
Corvus Pharmaceuticals
CRVS
$437M
| $359K | ﹤0.01% |
89,714
+53,320
| +147% | +$213K |
|
5035
Newegg Commerce
NEGG
$1.13B
| $358K | ﹤0.01% |
22,071
+21,304
| +2,778% | +$346K |
|
|
SOHU
5036
Sohu.com
SOHU
$468M
| $358K | ﹤0.01% |
26,921
-9,961
| -27% | -$133K |
|
5037
Perma-Fix Environmental Services
PESI
$169M
| $358K | ﹤0.01% |
34,054
-22,998
| -40% | -$242K |
|
5038
Rigetti Computing Warrants
RGTIW
$387M
| $358K | ﹤0.01% |
85,500
+9,000
| +12% | +$37.7K |
|
|
DGNX
5039
Diginex Ltd
DGNX
$2.75B
| $358K | ﹤0.01% |
6,962
-492
| -7% | -$25.3K |
|
5040
4D Molecular Therapeutics
FDMT
$308M
| $358K | ﹤0.01% |
96,519
-139,926
| -59% | -$519K |
|
5041
Nkarta
NKTX
$142M
| $358K | ﹤0.01% |
215,505
-24,951
| -10% | -$41.4K |
|
5042
Focus Universal
FCUV
$24.7M
| $358K | ﹤0.01% |
87,450
+87,373
| +113,471% | +$357K |
|
5043
National Bankshares
NKSH
$196M
| $357K | ﹤0.01% |
13,118
+8,212
| +167% | +$223K |
|
5044
Backblaze
BLZE
$564M
| $357K | ﹤0.01% |
64,832
+33,506
| +107% | +$184K |
|
|
PHEQ
5045
Parametric Hedged Equity ETF
PHEQ
$104M
| $356K | ﹤0.01% |
11,601
+10,637
| +1,103% | +$326K |
|
5046
Bitcoin Depot
BTM
$249M
| $356K | ﹤0.01% |
70,140
+44,225
| +171% | +$224K |
|
5047
Lifeway Foods
LWAY
$401M
| $355K | ﹤0.01% |
14,393
-10,688
| -43% | -$263K |
|
5048
Cardlytics
CDLX
$129M
| $355K | ﹤0.01% |
215,530
+44,014
| +26% | +$72.4K |
|
5049
Galectin Therapeutics
GALT
$307M
| $354K | ﹤0.01% |
167,865
+115,621
| +221% | +$244K |
|
5050
AXS Change Finance ESG ETF
CHGX
$136M
| $354K | ﹤0.01% |
+13,581
| New | +$354K |
|