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 | |
|---|---|---|---|---|---|---|
5251
The Beauty Health Co
SKIN
$289M
| $86.4K | ﹤0.01% |
60,030
-39,614
| -40% | -$57K |
|
5252
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$586M
| $86.4K | ﹤0.01% |
2,680
-80,595
| -97% | -$2.6M |
|
5253
Forum Energy Technologies
FET
$314M
| $86.4K | ﹤0.01% |
5,588
+1,941
| +53% | +$30K |
|
5254
iShares International Small Cap Equity Factor ETF
ISCF
$495M
| $86.4K | ﹤0.01% |
+2,450
| New | +$86.4K |
|
5255
Cartesian Therapeutics
RNAC
$245M
| $86.1K | ﹤0.01% |
5,339
+3,102
| +139% | +$50K |
|
|
GAUZ
5256
Gauzy
GAUZ
$119M
| $85.8K | ﹤0.01% |
+9,691
| New | +$85.8K |
|
5257
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$268M
| $85.7K | ﹤0.01% |
3,145
+162
| +5% | +$4.42K |
|
5258
AMREP Corp
AXR
$146M
| $85.5K | ﹤0.01% |
2,880
+2,177
| +310% | +$64.6K |
|
|
ESSA
5259
DELISTED
ESSA Bancorp
ESSA
| $85.2K | ﹤0.01% |
4,432
+1,679
| +61% | +$32.3K |
|
5260
Zura Bio
ZURA
$129M
| $85.1K | ﹤0.01% |
20,964
+14,815
| +241% | +$60.1K |
|
5261
Innovator IBD 50 ETF
FFTY
$82.4M
| $85K | ﹤0.01% |
3,161
-1,792
| -36% | -$48.2K |
|
5262
Sangamo Therapeutics
SGMO
$165M
| $85K | ﹤0.01% |
98,170
+12,956
| +15% | +$11.2K |
|
|
CMRX
5263
DELISTED
Chimerix, Inc.
CMRX
| $85K | ﹤0.01% |
91,384
+74,024
| +426% | +$68.8K |
|
5264
Loar Holdings
LOAR
$7.49B
| $85K | ﹤0.01% |
1,139
-170
| -13% | -$12.7K |
|
5265
Franklin FTSE Brazil ETF
FLBR
$226M
| $84.6K | ﹤0.01% |
4,654
-3,191
| -41% | -$58K |
|
|
BRDG
5266
DELISTED
Bridge Investment Group
BRDG
| $84.2K | ﹤0.01% |
8,527
+847
| +11% | +$8.36K |
|
5267
Tradr 2X Long Innovation ETF
TARK
$41.9M
| $84.1K | ﹤0.01% |
+2,590
| New | +$84.1K |
|
5268
Innovator US Equity Ultra Buffer ETF January
UJAN
$206M
| $84.1K | ﹤0.01% |
2,211
+1,624
| +277% | +$61.8K |
|
5269
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.58B
| $84K | ﹤0.01% |
2,118
-1,349
| -39% | -$53.5K |
|
5270
Perma-Fix Environmental Services
PESI
$169M
| $83.8K | ﹤0.01% |
6,827
+2,843
| +71% | +$34.9K |
|
5271
Solid Biosciences
SLDB
$399M
| $83.6K | ﹤0.01% |
11,996
+5,126
| +75% | +$35.7K |
|
|
ALSA
5272
DELISTED
Alpha Star Acquisition Corporation Ordinary Shares
ALSA
| $83.4K | ﹤0.01% |
+7,163
| New | +$83.4K |
|
5273
Wallbox
WBX
$70.8M
| $83.4K | ﹤0.01% |
3,417
-93
| -3% | -$2.27K |
|
5274
Smith-Midland
SMID
$207M
| $83.3K | ﹤0.01% |
2,496
+1,137
| +84% | +$38K |
|
5275
Corvus Pharmaceuticals
CRVS
$437M
| $82.8K | ﹤0.01% |
15,681
+2,681
| +21% | +$14.2K |
|