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 |
Tesla
TSLA
|
+$448M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$344M |
| 3 |
Exxon Mobil
XOM
|
+$302M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$234M |
| 5 |
TSMC
TSM
|
+$231M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$924M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$837M |
| 3 |
UBS Group
UBS
|
+$706M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
+$462M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$388M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Financials | 9.21% |
| 3 | Healthcare | 8.14% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Industrials | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5101
Cipher Mining
CIFR
$4.83B
| $75K | ﹤0.01% |
20,601
+14,483
| +237% | +$52.7K |
|
5102
Equity Bancshares
EQBK
$807M
| $75K | ﹤0.01% |
2,332
-5,642
| -71% | -$181K |
|
5103
Guess Inc
GES
$873M
| $75K | ﹤0.01% |
3,457
-17,177
| -83% | -$373K |
|
5104
iShares Global Equity Factor ETF
GLOF
$155M
| $75K | ﹤0.01% |
2,044
-412
| -17% | -$15.1K |
|
5105
Orrstown Financial Services
ORRF
$691M
| $75K | ﹤0.01% |
3,238
-890
| -22% | -$20.6K |
|
5106
Pilgrim's Pride
PPC
$9.67B
| $75K | ﹤0.01% |
2,981
-19,984
| -87% | -$503K |
|
5107
P10
PX
$1.32B
| $75K | ﹤0.01% |
6,154
+5,754
| +1,439% | +$70.1K |
|
5108
Puma Biotechnology
PBYI
$223M
| $75K | ﹤0.01% |
25,985
+8,523
| +49% | +$24.6K |
|
5109
Franklin Genomic Advancements ETF
HELX
$17M
| $74K | ﹤0.01% |
1,995
+707
| +55% | +$26.2K |
|
|
INCR
5110
Intercure
INCR
$79.6M
| $74K | ﹤0.01% |
10,372
-75,728
| -88% | -$540K |
|
5111
Informatica
INFA
$7.58B
| $74K | ﹤0.01% |
3,767
-19,483
| -84% | -$383K |
|
5112
American Century Diversified Corporate Bond ETF
KORP
$580M
| $74K | ﹤0.01% |
1,513
+988
| +188% | +$48.3K |
|
5113
First Trust India Nifty 50 Equal Weight ETF
NFTY
$194M
| $74K | ﹤0.01% |
1,606
+661
| +70% | +$30.5K |
|
5114
Navigator Holdings
NVGS
$1.11B
| $74K | ﹤0.01% |
6,100
-1,964
| -24% | -$23.8K |
|
5115
Q32 Bio
QTTB
$22.6M
| $74K | ﹤0.01% |
1,358
-609
| -31% | -$33.2K |
|
|
TCTL
5116
DELISTED
Premise Capital Diversified Tactical ETF
TCTL
| $74K | ﹤0.01% |
2,342
+1,687
| +258% | +$53.3K |
|
|
OCFT
5117
OneConnect Financial Technology
OCFT
$284M
| $74K | ﹤0.01% |
5,277
+4,149
| +368% | +$58.2K |
|
5118
SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
$41.7M
| $74K | ﹤0.01% |
1,166
+1,102
| +1,722% | +$69.9K |
|
5119
Quantum-Si Incorporated
QSI
$304M
| $74K | ﹤0.01% |
15,685
-10,361
| -40% | -$48.9K |
|
5120
RadNet
RDNT
$5.88B
| $74K | ﹤0.01% |
3,311
-10,071
| -75% | -$225K |
|
5121
ProShares UltraShort Real Estate
SRS
$22.3M
| $74K | ﹤0.01% |
1,399
+1,374
| +5,496% | +$72.7K |
|
5122
Direxion Daily Utilities Bull 3X Shares
UTSL
$32.2M
| $74K | ﹤0.01% |
1,662
-1,940
| -54% | -$86.4K |
|
|
KSM
5123
DELISTED
DWS Strategic Municipal Income Trust
KSM
| $74K | ﹤0.01% |
7,129
+2,443
| +52% | +$25.4K |
|
5124
TrueShares Structured Outcome August ETF
AUGZ
$25.1M
| $73K | ﹤0.01% |
2,229
+1,429
| +179% | +$46.8K |
|
5125
Bally's
BALY
$512M
| $73K | ﹤0.01% |
2,374
-8,629
| -78% | -$265K |
|