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 | |
|---|---|---|---|---|---|---|
|
FGNX
5126
FG Nexus Inc
FGNX
$9.66M
| $87.2K | ﹤0.01% |
3,679
+3,356
| +1,039% | +$79.5K |
|
|
LUNA
5127
DELISTED
Luna Innovations Incorporated
LUNA
| $87.2K | ﹤0.01% |
27,241
-37,766
| -58% | -$121K |
|
|
LPA
5128
Logistic Properties of the Americas
LPA
$199M
| $87.2K | ﹤0.01% |
+8,300
| New | +$87.2K |
|
5129
Monte Rosa Therapeutics
GLUE
$391M
| $87.1K | ﹤0.01% |
23,294
-17,879
| -43% | -$66.9K |
|
5130
Innovative Solutions & Support
ISSC
$201M
| $86.9K | ﹤0.01% |
14,488
-12,697
| -47% | -$76.2K |
|
5131
Betterware México
BWMX
$498M
| $86.8K | ﹤0.01% |
5,940
+5,531
| +1,352% | +$80.8K |
|
5132
DMC Global
BOOM
$154M
| $86.7K | ﹤0.01% |
6,015
-18,467
| -75% | -$266K |
|
5133
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$479M
| $86.6K | ﹤0.01% |
7,536
-930
| -11% | -$10.7K |
|
|
NAK
5134
Northern Dynasty Minerals
NAK
$481M
| $86.5K | ﹤0.01% |
279,136
+158,875
| +132% | +$49.3K |
|
5135
United States Gasoline Fund
UGA
$73.5M
| $86.4K | ﹤0.01% |
1,278
-3,217
| -72% | -$217K |
|
|
SPLP
5136
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
| $86.4K | ﹤0.01% |
2,320
-2,587
| -53% | -$96.3K |
|
5137
Village Super Market
VLGEA
$571M
| $86.3K | ﹤0.01% |
3,268
-6,195
| -65% | -$164K |
|
|
CRON
5138
Cronos Group
CRON
$1B
| $86.2K | ﹤0.01% |
37,012
-784
| -2% | -$1.83K |
|
|
NHS
5139
Neuberger Berman High Yield Strategies Fund
NHS
$234M
| $86.2K | ﹤0.01% |
11,025
-6,549
| -37% | -$51.2K |
|
5140
Identive
INVE
$88.2M
| $86K | ﹤0.01% |
20,000
+17,984
| +892% | +$77.3K |
|
5141
MBIA
MBI
$394M
| $86K | ﹤0.01% |
15,656
-47,501
| -75% | -$261K |
|
5142
CytomX Therapeutics
CTMX
$327M
| $85.8K | ﹤0.01% |
70,368
+49,875
| +243% | +$60.8K |
|
5143
iBio
IBIO
$16.9M
| $85.8K | ﹤0.01% |
40,669
+38,792
| +2,067% | +$81.9K |
|
5144
Talkspace
TALK
$429M
| $85.8K | ﹤0.01% |
37,295
-275,208
| -88% | -$633K |
|
5145
Caledonia Mining Corp
CMCL
$643M
| $85.8K | ﹤0.01% |
8,823
-11,604
| -57% | -$113K |
|
|
ACLC
5146
American Century Large Cap Equity ETF
ACLC
$250M
| $85.6K | ﹤0.01% |
+1,270
| New | +$85.6K |
|
5147
Alta Equipment Group
ALTG
$227M
| $85.6K | ﹤0.01% |
10,641
-46,811
| -81% | -$376K |
|
5148
Lifezone Metals
LZM
$414M
| $85.4K | ﹤0.01% |
11,123
+9,143
| +462% | +$70.2K |
|
|
SPE
5149
Special Opportunities Fund
SPE
$166M
| $85.1K | ﹤0.01% |
6,503
-780
| -11% | -$10.2K |
|
5150
Algoma Steel
ASTL
$461M
| $85K | ﹤0.01% |
12,219
-663
| -5% | -$4.61K |
|