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 | |
|---|---|---|---|---|---|---|
5251
E-Home Household Service Holdings
EJH
$22M
| $195K | ﹤0.01% |
6,103
+5,488
| +892% | +$175K |
|
5252
Great Elm Group
GEG
$78.9M
| $195K | ﹤0.01% |
107,535
+107,369
| +64,680% | +$194K |
|
5253
Embotelladora Andina Series B
AKO.B
$3.91B
| $195K | ﹤0.01% |
10,572
+62
| +0.6% | +$1.14K |
|
5254
First Business Financial Services
FBIZ
$435M
| $194K | ﹤0.01% |
4,195
+479
| +13% | +$22.2K |
|
|
MOB
5255
Mobilicom
MOB
$67.1M
| $194K | ﹤0.01% |
+50,950
| New | +$194K |
|
5256
Vanguard US Quality Factor ETF
VFQY
$423M
| $193K | ﹤0.01% |
1,372
+42
| +3% | +$5.92K |
|
|
SUNS
5257
Sunrise Realty Trust
SUNS
$149M
| $193K | ﹤0.01% |
13,704
+9,105
| +198% | +$128K |
|
5258
First Capital
FCAP
$154M
| $192K | ﹤0.01% |
5,962
+4,740
| +388% | +$153K |
|
5259
Fractyl Health
GUTS
$70M
| $192K | ﹤0.01% |
93,297
+77,234
| +481% | +$159K |
|
5260
EUDA Health Holdings
EUDA
$42.4M
| $192K | ﹤0.01% |
42,819
+39,156
| +1,069% | +$175K |
|
5261
Tema American Reshoring ETF
RSHO
$170M
| $191K | ﹤0.01% |
5,134
+5,034
| +5,034% | +$188K |
|
|
ZJK
5262
ZJK Industrial Co Ltd
ZJK
$231M
| $190K | ﹤0.01% |
20,373
+20,355
| +113,083% | +$190K |
|
5263
Tevogen Bio Holdings
TVGN
$149M
| $190K | ﹤0.01% |
184,611
+174,031
| +1,645% | +$179K |
|
|
SVCO
5264
Silvaco Group
SVCO
$160M
| $190K | ﹤0.01% |
23,492
+18,986
| +421% | +$153K |
|
|
PHLT
5265
Performant Healthcare Inc
PHLT
$612M
| $189K | ﹤0.01% |
62,632
+26,325
| +73% | +$79.5K |
|
|
EMX
5266
EMX Royalty
EMX
$468M
| $189K | ﹤0.01% |
109,305
-72,590
| -40% | -$126K |
|
|
LPA
5267
Logistic Properties of the Americas
LPA
$199M
| $189K | ﹤0.01% |
+17,668
| New | +$189K |
|
|
NFXS
5268
Direxion Daily NFLX Bear 1X Shares
NFXS
$7.2M
| $189K | ﹤0.01% |
+9,598
| New | +$189K |
|
|
MKFG
5269
DELISTED
Markforged Holding Corporation
MKFG
| $188K | ﹤0.01% |
60,002
+55,755
| +1,313% | +$175K |
|
5270
Distillate US Fundamental Stability & Value ETF
DSTL
$1.82B
| $188K | ﹤0.01% |
3,430
-2,494
| -42% | -$137K |
|
5271
Trevi Therapeutics
TRVI
$992M
| $188K | ﹤0.01% |
45,515
+17,653
| +63% | +$72.7K |
|
5272
SPDR Bloomberg International Corporate Bond ETF
IBND
$456M
| $187K | ﹤0.01% |
6,586
-353
| -5% | -$10K |
|
|
WHWK
5273
Whitehawk Therapeutics
WHWK
$90.5M
| $187K | ﹤0.01% |
59,174
+8,467
| +17% | +$26.7K |
|
5274
Finward Bancorp
FNWD
$138M
| $186K | ﹤0.01% |
6,626
+1,474
| +29% | +$41.4K |
|
5275
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
$572M
| $185K | ﹤0.01% |
2,630
+2,619
| +23,809% | +$185K |
|