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 | |
|---|---|---|---|---|---|---|
5226
Rocky Mountain Chocolate Factory
RMCF
$15.1M
| $90.3K | ﹤0.01% |
45,142
+33,281
| +281% | +$66.6K |
|
5227
Global X FTSE Southeast Asia ETF
ASEA
$66.7M
| $90.2K | ﹤0.01% |
5,209
-2,956
| -36% | -$51.2K |
|
|
SLI
5228
Standard Lithium
SLI
$622M
| $90.1K | ﹤0.01% |
55,970
-18,029
| -24% | -$29K |
|
|
CRON
5229
Cronos Group
CRON
$1B
| $90.1K | ﹤0.01% |
41,145
+4,133
| +11% | +$9.05K |
|
5230
Kaival Brands Innovations Group
KAVL
$5.61M
| $90K | ﹤0.01% |
80,328
+79,887
| +18,115% | +$89.5K |
|
5231
Regis Corp
RGS
$68.9M
| $89.9K | ﹤0.01% |
3,267
+2,588
| +381% | +$71.2K |
|
5232
The Joint Corp
JYNT
$153M
| $89.8K | ﹤0.01% |
7,853
+3,230
| +70% | +$37K |
|
|
RGT
5233
Royce Global Value Trust
RGT
$85.6M
| $89.8K | ﹤0.01% |
7,744
+362
| +5% | +$4.2K |
|
|
TEAD
5234
Teads Holding Co
TEAD
$164M
| $89.3K | ﹤0.01% |
18,375
+6,521
| +55% | +$31.7K |
|
5235
NeoVolta
NEOV
$195M
| $89K | ﹤0.01% |
+28,815
| New | +$89K |
|
5236
scPharmaceuticals
SCPH
$302M
| $88.9K | ﹤0.01% |
19,504
+10,734
| +122% | +$48.9K |
|
5237
Kornit Digital
KRNT
$665M
| $88.9K | ﹤0.01% |
3,440
-2,622
| -43% | -$67.7K |
|
5238
Velocity Financial
VEL
$710M
| $88.8K | ﹤0.01% |
4,526
+1,468
| +48% | +$28.8K |
|
5239
Ranger Energy Services
RNGR
$300M
| $88.6K | ﹤0.01% |
7,436
+2,359
| +46% | +$28.1K |
|
5240
Roadzen
RDZN
$69.8M
| $88.5K | ﹤0.01% |
74,351
+69,746
| +1,515% | +$83K |
|
5241
Fusion Fuel Green
HTOO
$8.31M
| $88.4K | ﹤0.01% |
4,924
+1
| +0% | +$18 |
|
5242
Global X CleanTech ETF
CTEC
$26.3M
| $88.3K | ﹤0.01% |
2,113
+1,949
| +1,188% | +$81.5K |
|
|
ABTC
5243
American Bitcoin Corp
ABTC
$6.46B
| $88.1K | ﹤0.01% |
+25,883
| New | +$88.1K |
|
5244
InnovAge Holding
INNV
$628M
| $87.9K | ﹤0.01% |
14,645
+3,208
| +28% | +$19.2K |
|
5245
Eterna Therapeutics
ERNA
$10.2M
| $87.8K | ﹤0.01% |
+5,575
| New | +$87.8K |
|
5246
Sundial Growers
SNDL
$636M
| $87.6K | ﹤0.01% |
42,540
-1,275
| -3% | -$2.63K |
|
5247
Fenbo Holdings
FEBO
$8.72M
| $87.3K | ﹤0.01% |
14,900
+14,717
| +8,042% | +$86.2K |
|
5248
Adverum Biotechnologies
ADVM
$78.9M
| $87.1K | ﹤0.01% |
12,408
+6,050
| +95% | +$42.5K |
|
|
EPRX
5249
Eupraxia Pharmaceuticals
EPRX
$214M
| $86.8K | ﹤0.01% |
33,000
+3,410
| +12% | +$8.97K |
|
5250
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$51.7M
| $86.7K | ﹤0.01% |
833
-189
| -18% | -$19.7K |
|