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 |
Microsoft
MSFT
|
+$3.04B |
| 2 |
Apple
AAPL
|
+$2B |
| 3 |
NVIDIA
NVDA
|
+$1.79B |
| 4 |
Amazon
AMZN
|
+$1.24B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.03B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$555M |
| 2 |
Schlumberger
SLB
|
+$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$362M |
| 4 |
iShares Gold Trust
IAU
|
+$322M |
| 5 |
CRH
CRH
|
+$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5076
Exagen
XGN
$210M
| $99.4K | ﹤0.01% |
62,516
+107
| +0.2% | +$170 |
|
5077
Assertio
ASRT
$87M
| $99K | ﹤0.01% |
103,207
-96,176
| -48% | -$92.2K |
|
5078
WisdomTree US AI Enhanced Value Fund
AIVL
$389M
| $98.9K | ﹤0.01% |
972
-740
| -43% | -$75.3K |
|
5079
Spyre Therapeutics
SYRE
$899M
| $98.7K | ﹤0.01% |
2,601
-1,125
| -30% | -$42.7K |
|
|
CRON
5080
Cronos Group
CRON
$1B
| $98.6K | ﹤0.01% |
37,796
-4,918
| -12% | -$12.8K |
|
5081
KLX Energy Services
KLXE
$33.2M
| $98.3K | ﹤0.01% |
12,695
-2,468
| -16% | -$19.1K |
|
5082
Direxion Daily FTSE China Bull 3X Shares
YINN
$1.16B
| $98.2K | ﹤0.01% |
5,143
-21,345
| -81% | -$407K |
|
5083
American Outdoor Brands
AOUT
$113M
| $98K | ﹤0.01% |
11,132
+3,878
| +53% | +$34.1K |
|
5084
FT Vest US Equity Deep Buffer ETF January
DJAN
$348M
| $97.8K | ﹤0.01% |
2,715
+1,467
| +118% | +$52.9K |
|
5085
Eve Holding
EVEX
$1.2B
| $97.7K | ﹤0.01% |
18,093
-1,572
| -8% | -$8.49K |
|
|
KC
5086
Kingsoft Cloud Holdings
KC
$4.51B
| $97.7K | ﹤0.01% |
32,124
-159,949
| -83% | -$486K |
|
|
HNW
5087
Pioneer Diversified High Income Fund
HNW
$107M
| $97.6K | ﹤0.01% |
8,221
-504
| -6% | -$5.99K |
|
5088
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.54B
| $96.3K | ﹤0.01% |
+1,020
| New | +$96.3K |
|
5089
Metals Acquisition
MTAL
$1.01B
| $95.7K | ﹤0.01% |
+7,451
| New | +$95.7K |
|
|
LENZ
5090
LENZ Therapeutics
LENZ
$1.21B
| $95.4K | ﹤0.01% |
4,271
-116
| -3% | -$2.59K |
|
|
AEVA
5091
Aeva Technologies
AEVA
$1.03B
| $95.2K | ﹤0.01% |
24,221
+18,390
| +315% | +$72.3K |
|
|
FINV
5092
FinVolution Group
FINV
$1.94B
| $95K | ﹤0.01% |
18,848
-101,023
| -84% | -$509K |
|
|
HUT
5093
Hut 8
HUT
$3.82B
| $94.9K | ﹤0.01% |
8,600
-7,844
| -48% | -$86.6K |
|
5094
Invesco DB Precious Metals Fund
DBP
$211M
| $94.8K | ﹤0.01% |
1,770
+15
| +0.9% | +$803 |
|
|
TE
5095
T1 Energy Inc
TE
$328M
| $94.6K | ﹤0.01% |
56,326
+42,360
| +303% | +$71.2K |
|
5096
Flexible Solutions
FSI
$126M
| $94.6K | ﹤0.01% |
50,307
-3,094
| -6% | -$5.82K |
|
5097
Anfield Dynamic Fixed Income ETF
ADFI
$48.9M
| $94.4K | ﹤0.01% |
11,069
+8,162
| +281% | +$69.6K |
|
5098
NL Industries
NL
$287M
| $94.4K | ﹤0.01% |
12,875
-1,152
| -8% | -$8.44K |
|
5099
CarParts.com
PRTS
$41M
| $94.3K | ﹤0.01% |
58,192
+1,845
| +3% | +$2.99K |
|
5100
CoreCard
CCRD
$215M
| $93.5K | ﹤0.01% |
8,463
+416
| +5% | +$4.6K |
|