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 | |
|---|---|---|---|---|---|---|
5151
Amplify Mobile Payments ETF
IPAY
$273M
| $309K | ﹤0.01% |
5,153
-1,809
| -26% | -$108K |
|
|
WTF
5152
Waton Financial Ltd
WTF
$327M
| $309K | ﹤0.01% |
+51,717
| New | +$309K |
|
|
PCK
5153
DELISTED
Pimco California Municipal Income Fund II
PCK
| $309K | ﹤0.01% |
57,596
-4,820
| -8% | -$25.8K |
|
|
EHI
5154
Western Asset Global High Income Fund
EHI
$202M
| $308K | ﹤0.01% |
47,137
-6,986
| -13% | -$45.7K |
|
5155
Nuveen CA Select Tax-Free Income Portfolio
NXC
$82.9M
| $308K | ﹤0.01% |
23,379
-2,805
| -11% | -$36.9K |
|
|
YSXT
5156
YSX Tech Co Ltd
YSXT
$65.6M
| $308K | ﹤0.01% |
56,642
+56,200
| +12,715% | +$305K |
|
5157
Asure Software
ASUR
$214M
| $307K | ﹤0.01% |
31,483
-35,376
| -53% | -$345K |
|
5158
Citius Pharmaceuticals
CTXR
$20.2M
| $307K | ﹤0.01% |
192,927
+125,712
| +187% | +$200K |
|
5159
BNY Mellon Concentrated International ETF
BKCI
$174M
| $307K | ﹤0.01% |
5,969
+4,917
| +467% | +$252K |
|
5160
Similarweb
SMWB
$822M
| $306K | ﹤0.01% |
39,044
-26,210
| -40% | -$205K |
|
5161
Kingsway Financial Services
KFS
$417M
| $304K | ﹤0.01% |
22,485
-2,587
| -10% | -$35K |
|
5162
FingerMotion
FNGR
$95.6M
| $304K | ﹤0.01% |
149,894
+31,023
| +26% | +$63K |
|
5163
First Bank
FRBA
$415M
| $304K | ﹤0.01% |
19,634
+2,961
| +18% | +$45.8K |
|
5164
Invesco KBW Regional Banking ETF
KBWR
$53.2M
| $304K | ﹤0.01% |
5,252
+1,092
| +26% | +$63.1K |
|
|
CUPR
5165
Cuprina Holdings Cayman Ltd
CUPR
$9.94M
| $303K | ﹤0.01% |
+51,762
| New | +$303K |
|
5166
Gencor Industries
GENC
$222M
| $302K | ﹤0.01% |
21,593
-22,164
| -51% | -$310K |
|
5167
Amplify Natural Resources Dividend Income ETF
NDIV
$21.3M
| $302K | ﹤0.01% |
10,876
+2,764
| +34% | +$76.8K |
|
|
SNWV
5168
SANUWAVE Health Inc
SNWV
$299M
| $302K | ﹤0.01% |
+9,180
| New | +$302K |
|
|
DMB
5169
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$195M
| $302K | ﹤0.01% |
29,503
+7,909
| +37% | +$80.8K |
|
|
SSII
5170
SS Innovations International
SSII
$1.11B
| $302K | ﹤0.01% |
+51,189
| New | +$302K |
|
5171
Kyverna Therapeutics
KYTX
$251M
| $301K | ﹤0.01% |
98,158
-79,512
| -45% | -$244K |
|
5172
Neuropace
NPCE
$329M
| $301K | ﹤0.01% |
27,034
+990
| +4% | +$11K |
|
5173
Gold Royalty Corp
GROY
$627M
| $301K | ﹤0.01% |
136,175
-138,857
| -50% | -$307K |
|
5174
KNOT Offshore Partners
KNOP
$315M
| $301K | ﹤0.01% |
48,019
+29,522
| +160% | +$185K |
|
5175
Better Home & Finance Holding
BETR
$521M
| $300K | ﹤0.01% |
24,184
+10,431
| +76% | +$129K |
|