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 |
Meta Platforms (Facebook)
META
|
+$772M |
| 2 |
Apple
AAPL
|
+$642M |
| 3 |
NVIDIA
NVDA
|
+$626M |
| 4 |
Eli Lilly
LLY
|
+$561M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$447M |
Top Sells
| 1 |
Nike
NKE
|
+$1.2B |
| 2 |
Tesla
TSLA
|
+$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$274M |
| 4 |
Match Group
MTCH
|
+$261M |
| 5 |
CRH
CRH
|
+$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5151
Xoma
XOMA
$444M
| $102K | ﹤0.01% |
3,834
+1,394
| +57% | +$36.9K |
|
5152
Skye Bioscience
SKYE
$124M
| $101K | ﹤0.01% |
25,957
+20,707
| +394% | +$81K |
|
5153
AdvisorShares STAR Global Buy-Write ETF
VEGA
$72.1M
| $101K | ﹤0.01% |
2,324
+2,241
| +2,700% | +$97.8K |
|
5154
Cosmos Holdings
COSM
$28.8M
| $101K | ﹤0.01% |
115,667
+114,251
| +8,069% | +$100K |
|
|
ZNB
5155
Zeta Network Group
ZNB
$1.84M
| $101K | ﹤0.01% |
40
+38
| +1,900% | +$96K |
|
|
AVGX
5156
Defiance Daily Target 2X Long AVGO ETF
AVGX
$104M
| $101K | ﹤0.01% |
+4,911
| New | +$101K |
|
5157
OppFi
OPFI
$333M
| $101K | ﹤0.01% |
21,335
+3,279
| +18% | +$15.5K |
|
5158
MMTec
MTC
$21.4M
| $101K | ﹤0.01% |
24,342
+22,523
| +1,238% | +$93.2K |
|
5159
Crawford & Co Class A
CRD.A
$551M
| $101K | ﹤0.01% |
9,171
+634
| +7% | +$6.96K |
|
5160
Ceragon Networks
CRNT
$224M
| $101K | ﹤0.01% |
36,705
+9,485
| +35% | +$26K |
|
5161
Arteris
AIP
$439M
| $101K | ﹤0.01% |
13,024
+4,741
| +57% | +$36.6K |
|
5162
Quadratic Deflation ETF
BNDD
$9.92M
| $101K | ﹤0.01% |
6,965
+6,795
| +3,997% | +$98.1K |
|
5163
Virginia National Bankshares
VABK
$216M
| $100K | ﹤0.01% |
2,412
+896
| +59% | +$37.3K |
|
5164
Lexeo Therapeutics
LXEO
$278M
| $100K | ﹤0.01% |
11,112
+7,983
| +255% | +$72.2K |
|
5165
Mammoth Energy Services
TUSK
$111M
| $100K | ﹤0.01% |
24,492
+12,438
| +103% | +$50.9K |
|
5166
Jasper Therapeutics
JSPR
$40.6M
| $100K | ﹤0.01% |
5,317
+1,265
| +31% | +$23.8K |
|
5167
ActivePassive Intermediate Municipal Bond ETF
APMU
$191M
| $99.9K | ﹤0.01% |
+3,979
| New | +$99.9K |
|
5168
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$52.4M
| $99.8K | ﹤0.01% |
1,870
+1,868
| +93,400% | +$99.7K |
|
5169
ProShares Short High Yield
SJB
$68.2M
| $99.7K | ﹤0.01% |
6,158
+3,568
| +138% | +$57.8K |
|
5170
Forrester Research
FORR
$214M
| $99.5K | ﹤0.01% |
5,523
-7,374
| -57% | -$133K |
|
|
LPAAU
5171
Launch One Acquisition Corp Unit
LPAAU
$212M
| $99.4K | ﹤0.01% |
+9,942
| New | +$99.4K |
|
|
OFOS
5172
DELISTED
Range Global Offshore Oil Services Index ETF
OFOS
| $99.3K | ﹤0.01% |
3,971
+3,355
| +545% | +$83.9K |
|
5173
Sanara MedTech
SMTI
$293M
| $99.2K | ﹤0.01% |
3,281
+1,842
| +128% | +$55.7K |
|
5174
Mega Matrix
MPU
$84.2M
| $99.2K | ﹤0.01% |
98,233
+95,738
| +3,837% | +$96.7K |
|
5175
Regencell Bioscience
RGC
$7.73B
| $99.1K | ﹤0.01% |
679,288
+667,432
| +5,629% | +$97.4K |
|