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 |
Microsoft
MSFT
|
+$3.04B |
| 2 |
Apple
AAPL
|
+$2B |
| 3 |
NVIDIA
NVDA
|
+$1.79B |
| 4 |
Amazon
AMZN
|
+$1.24B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.03B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$555M |
| 2 |
Schlumberger
SLB
|
+$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$362M |
| 4 |
iShares Gold Trust
IAU
|
+$322M |
| 5 |
CRH
CRH
|
+$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5276
Fidelity Enhanced International ETF
FENI
$4.12B
| $58.7K | ﹤0.01% |
2,056
+140
| +7% | +$4K |
|
5277
Forafric Global
AFRI
$246M
| $58.5K | ﹤0.01% |
5,649
-7,536
| -57% | -$78.1K |
|
5278
FerroAtlántica
GSM
$782M
| $58.5K | ﹤0.01% |
11,748
-9,711
| -45% | -$48.4K |
|
5279
Priority Technology Holdings
PRTH
$583M
| $58.5K | ﹤0.01% |
17,884
-2,747
| -13% | -$8.98K |
|
5280
American Century US Quality Value ETF
VALQ
$256M
| $58.4K | ﹤0.01% |
1,001
-268
| -21% | -$15.6K |
|
5281
Seanergy Maritime Holdings
SHIP
$183M
| $57.9K | ﹤0.01% |
6,657
+4,770
| +253% | +$41.5K |
|
5282
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.28B
| $57.9K | ﹤0.01% |
+1,579
| New | +$57.9K |
|
5283
Skillful Craftsman
EDTK
$16.7M
| $57.9K | ﹤0.01% |
60,909
+44,530
| +272% | +$42.3K |
|
5284
AGF US Market Neutral Anti-Beta Fund
BTAL
$368M
| $57.8K | ﹤0.01% |
3,211
+870
| +37% | +$15.7K |
|
5285
Workhorse Group
WKHS
$17.2M
| $57.7K | ﹤0.01% |
982
+258
| +36% | +$15.2K |
|
5286
Banco Macro
BMA
$2.51B
| $57.5K | ﹤0.01% |
1,193
+1,133
| +1,888% | +$54.6K |
|
5287
Franklin FTSE Australia ETF
FLAU
$78.6M
| $57.4K | ﹤0.01% |
1,991
+834
| +72% | +$24K |
|
5288
Esperion Therapeutics
ESPR
$536M
| $57.4K | ﹤0.01% |
21,400
+240
| +1% | +$643 |
|
5289
AXT Inc
AXTI
$200M
| $57.3K | ﹤0.01% |
12,480
+2,423
| +24% | +$11.1K |
|
5290
Avantis All Equity Markets ETF
AVGE
$613M
| $57.3K | ﹤0.01% |
+820
| New | +$57.3K |
|
5291
Direxion Daily MSFT Bull 2X Shares
MSFU
$176M
| $56.8K | ﹤0.01% |
1,240
-3,466
| -74% | -$159K |
|
5292
Rallybio
RLYB
$24.6M
| $56.7K | ﹤0.01% |
30,673
+4,941
| +19% | +$9.14K |
|
5293
Embotelladora Andina Series A
AKO.A
$3.19B
| $56.7K | ﹤0.01% |
4,523
+4,515
| +56,438% | +$56.6K |
|
5294
Stereotaxis
STXS
$256M
| $56.6K | ﹤0.01% |
21,681
+21,545
| +15,842% | +$56.2K |
|
|
GLO
5295
Clough Global Opportunities Fund
GLO
$245M
| $56.6K | ﹤0.01% |
11,134
+2,600
| +30% | +$13.2K |
|
5296
Innovator US Equity Power Buffer ETF August
PAUG
$1B
| $56.5K | ﹤0.01% |
1,598
-643
| -29% | -$22.7K |
|
|
FBGX
5297
DELISTED
UBS AG FI Enhanced Large Cap Growth ETN
FBGX
| $56.5K | ﹤0.01% |
67
+43
| +179% | +$36.3K |
|
5298
Meridian
MRBK
$180M
| $56.5K | ﹤0.01% |
5,696
-553
| -9% | -$5.49K |
|
5299
Puma Biotechnology
PBYI
$223M
| $56.4K | ﹤0.01% |
10,643
-480
| -4% | -$2.54K |
|
|
EXAI
5300
DELISTED
Exscientia Plc American Depositary Shares
EXAI
| $56K | ﹤0.01% |
9,795
-3,273
| -25% | -$18.7K |
|