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 |
NVIDIA
NVDA
|
+$1.37B |
| 2 |
Apple
AAPL
|
+$1.22B |
| 3 |
Microsoft
MSFT
|
+$1.11B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$885M |
| 5 |
Nike
NKE
|
+$833M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$398M |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
+$385M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$351M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$263M |
| 5 |
NRG Energy
NRG
|
+$239M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 10.23% |
| 3 | Healthcare | 7.95% |
| 4 | Consumer Discretionary | 7.27% |
| 5 | Communication Services | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5276
National Bankshares
NKSH
$196M
| $69.4K | ﹤0.01% |
2,455
-4,001
| -62% | -$113K |
|
|
OPTZ
5277
Optimize Strategy Index ETF
OPTZ
$194M
| $69.3K | ﹤0.01% |
+2,584
| New | +$69.3K |
|
5278
ICZOOM Group
IZM
$28.2M
| $69.3K | ﹤0.01% |
36,480
+36,169
| +11,630% | +$68.7K |
|
5279
AllianzIM U.S. Large Cap Buffer20 May ETF
MAYW
$78.2M
| $69K | ﹤0.01% |
2,367
-1,531
| -39% | -$44.7K |
|
|
IMA
5280
ImageneBio Inc
IMA
$92.2M
| $69K | ﹤0.01% |
3,485
+756
| +28% | +$15K |
|
5281
Direxion Daily Real Estate Bear 3X Shares
DRV
$43.1M
| $69K | ﹤0.01% |
1,862
+1,796
| +2,721% | +$66.5K |
|
5282
Perion Network
PERI
$443M
| $68.9K | ﹤0.01% |
8,247
-21,960
| -73% | -$183K |
|
5283
Franklin FTSE Germany ETF
FLGR
$55.4M
| $68.7K | ﹤0.01% |
2,864
+1,963
| +218% | +$47.1K |
|
5284
ARB IOT Group
ARBB
$11M
| $68.6K | ﹤0.01% |
+8,404
| New | +$68.6K |
|
5285
Clarus
CLAR
$142M
| $68.5K | ﹤0.01% |
10,183
-25,268
| -71% | -$170K |
|
5286
FT Vest US Equity Deep Buffer ETF October
DOCT
$302M
| $68.5K | ﹤0.01% |
1,785
+666
| +60% | +$25.6K |
|
|
SPRB
5287
Spruce Biosciences
SPRB
$4.72M
| $68.3K | ﹤0.01% |
131,923
+116,109
| +734% | +$60.1K |
|
|
NXDT
5288
NexPoint Diversified Real Estate Trust
NXDT
$193M
| $68.2K | ﹤0.01% |
12,338
-38,039
| -76% | -$210K |
|
5289
Fidelity Quality Factor ETF
FQAL
$1.12B
| $68.2K | ﹤0.01% |
+1,112
| New | +$68.2K |
|
5290
Innoviz Technologies
INVZ
$400M
| $68.2K | ﹤0.01% |
73,552
+9,905
| +16% | +$9.18K |
|
5291
Ceragon Networks
CRNT
$224M
| $68.1K | ﹤0.01% |
27,220
+10,261
| +61% | +$25.7K |
|
|
MXF
5292
Mexico Fund
MXF
$276M
| $67.8K | ﹤0.01% |
4,238
+1,911
| +82% | +$30.6K |
|
|
BLUE
5293
DELISTED
bluebird bio
BLUE
| $67.5K | ﹤0.01% |
3,428
-7,528
| -69% | -$148K |
|
5294
Dimensional Core Fixed Income ETF
DFCF
$7.66B
| $67.4K | ﹤0.01% |
+1,623
| New | +$67.4K |
|
5295
CCSC Technology International Holdings
CCTG
$14.6M
| $67.4K | ﹤0.01% |
+28,205
| New | +$67.4K |
|
5296
BioXcel Therapeutics
BTAI
$47.9M
| $67.2K | ﹤0.01% |
3,280
-5,917
| -64% | -$121K |
|
5297
Viant Technology
DSP
$148M
| $67.1K | ﹤0.01% |
6,799
-10,078
| -60% | -$99.5K |
|
5298
VistaGen Therapeutics
VTGN
$91.4M
| $67K | ﹤0.01% |
19,266
+14,530
| +307% | +$50.6K |
|
5299
ADC Therapeutics
ADCT
$385M
| $67K | ﹤0.01% |
21,193
+21,142
| +41,455% | +$66.8K |
|
5300
Dynagas LNG Partners
DLNG
$137M
| $66.9K | ﹤0.01% |
16,612
-1,128
| -6% | -$4.55K |
|