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 |
Strategy Inc
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5201
loanDepot
LDI
$779M
| $213K | ﹤0.01% |
104,498
+100,760
| +2,696% | +$206K |
|
5202
Invesco International Developed Dynamic Multifactor ETF
IMFL
$574M
| $213K | ﹤0.01% |
9,078
+8,977
| +8,888% | +$211K |
|
5203
Maison Solutions
MSS
$18.6M
| $213K | ﹤0.01% |
174,489
-32,422
| -16% | -$39.6K |
|
5204
Security National Financial
SNFCA
$242M
| $212K | ﹤0.01% |
18,482
+18,392
| +20,436% | +$211K |
|
5205
Kewaunee Scientific
KEQU
$126M
| $211K | ﹤0.01% |
3,417
-2,988
| -47% | -$185K |
|
5206
Milestone Pharmaceuticals
MIST
$163M
| $211K | ﹤0.01% |
+89,506
| New | +$211K |
|
5207
Mega Matrix
MPU
$84.2M
| $211K | ﹤0.01% |
151,949
+53,716
| +55% | +$74.7K |
|
5208
SEACOR Marine Holdings
SMHI
$184M
| $211K | ﹤0.01% |
32,130
+14,158
| +79% | +$92.9K |
|
5209
T-REX 2X Long Tesla Daily Target ETF
TSLT
$515M
| $210K | ﹤0.01% |
5,557
+5,446
| +4,906% | +$206K |
|
5210
BK Technologies
BKTI
$290M
| $210K | ﹤0.01% |
6,136
-4,040
| -40% | -$139K |
|
5211
Saga Communications
SGA
$77.4M
| $210K | ﹤0.01% |
+19,018
| New | +$210K |
|
|
WIMI
5212
WiMi Hologram Cloud
WIMI
$47.6M
| $210K | ﹤0.01% |
11,338
+9,196
| +429% | +$170K |
|
|
CRF
5213
Cornerstone Total Return Fund
CRF
$1.23B
| $210K | ﹤0.01% |
24,605
+23,808
| +2,987% | +$203K |
|
5214
United-Guardian
UG
$36.5M
| $209K | ﹤0.01% |
21,872
-3,028
| -12% | -$28.9K |
|
5215
Skillz
SKLZ
$112M
| $209K | ﹤0.01% |
41,491
+39,495
| +1,979% | +$199K |
|
5216
Park-Ohio Holdings
PKOH
$311M
| $209K | ﹤0.01% |
7,942
+1,828
| +30% | +$48K |
|
5217
LiveWire
LVWR
$1.07B
| $209K | ﹤0.01% |
43,352
+34,685
| +400% | +$167K |
|
5218
Invesco Pennsylvania Value Municipal Income Trust
VPV
$185M
| $208K | ﹤0.01% |
20,250
-4,156
| -17% | -$42.8K |
|
|
AISP
5219
Airship AI Holdings
AISP
$187M
| $208K | ﹤0.01% |
33,265
+29,890
| +886% | +$187K |
|
5220
MIND Technology
MIND
$65.1M
| $208K | ﹤0.01% |
26,220
+1,323
| +5% | +$10.5K |
|
|
VZLA
5221
Vizsla Silver
VZLA
$1.37B
| $208K | ﹤0.01% |
121,537
+108,974
| +867% | +$186K |
|
5222
El Paso Energy Capital Trust I
EP.PRC
$217M
| $206K | ﹤0.01% |
4,299
+742
| +21% | +$35.6K |
|
|
DUO
5223
Fangdd Network Group
DUO
$14.4M
| $206K | ﹤0.01% |
+21,531
| New | +$206K |
|
|
ILLR
5224
Triller Group Inc
ILLR
$185M
| $206K | ﹤0.01% |
+86,432
| New | +$206K |
|
5225
Larimar Therapeutics
LRMR
$359M
| $206K | ﹤0.01% |
53,131
+33,257
| +167% | +$129K |
|