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 | |
|---|---|---|---|---|---|---|
5276
Ultrapar
UGP
$4.25B
| $82.7K | ﹤0.01% |
21,325
+7,728
| +57% | +$30K |
|
|
CLYM
5277
Climb Bio
CLYM
$157M
| $82.7K | ﹤0.01% |
16,247
+14,029
| +633% | +$71.4K |
|
5278
Retractable Technologies
RVP
$24.8M
| $82.2K | ﹤0.01% |
106,775
+104,675
| +4,985% | +$80.6K |
|
5279
Cenovus Energy Inc Warrants
CVE.WS
$44.1M
| $82.1K | ﹤0.01% |
6,970
-2,745
| -28% | -$32.3K |
|
|
BPT
5280
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
| $82.1K | ﹤0.01% |
75,980
-19,373
| -20% | -$20.9K |
|
5281
Smith Douglas Homes
SDHC
$949M
| $82.1K | ﹤0.01% |
2,172
+942
| +77% | +$35.6K |
|
5282
Upland Software
UPLD
$71.9M
| $81.9K | ﹤0.01% |
32,878
+32,826
| +63,127% | +$81.7K |
|
|
FSP
5283
Franklin Street Properties
FSP
$169M
| $81.7K | ﹤0.01% |
46,138
+7,581
| +20% | +$13.4K |
|
5284
CytomX Therapeutics
CTMX
$327M
| $81.6K | ﹤0.01% |
69,135
-1,233
| -2% | -$1.46K |
|
5285
Innovator Premium Income 20 Barrier ETF April
APRH
$27.7M
| $81.3K | ﹤0.01% |
3,296
+2,710
| +462% | +$66.9K |
|
|
FSHP
5286
Flag Ship Acquisition Corp
FSHP
$94.5M
| $81.3K | ﹤0.01% |
+8,112
| New | +$81.3K |
|
|
ALMS
5287
Alumis Inc
ALMS
$434M
| $81.2K | ﹤0.01% |
+7,604
| New | +$81.2K |
|
|
NIPG
5288
NIP Group Inc
NIPG
$220M
| $81.1K | ﹤0.01% |
+10,399
| New | +$81.1K |
|
5289
iShares Copper and Metals Mining ETF
ICOP
$83.2M
| $80.8K | ﹤0.01% |
2,530
-4,602
| -65% | -$147K |
|
|
FBZ
5290
DELISTED
First Trust Brazil AlphaDEX Fund
FBZ
| $80.8K | ﹤0.01% |
7,138
+7,111
| +26,337% | +$80.5K |
|
5291
Franklin US Core Dividend Tilt Index ETF
UDIV
$73.1M
| $80.7K | ﹤0.01% |
1,809
+615
| +52% | +$27.5K |
|
5292
Tradr TSLA Bear Daily ETF
TSLQ
$251M
| $80.6K | ﹤0.01% |
729
+508
| +230% | +$56.2K |
|
5293
Rumble
RUM
$2.61B
| $80.6K | ﹤0.01% |
15,039
+5,114
| +52% | +$27.4K |
|
5294
Bitdeer Technologies
BTDR
$3.52B
| $80.4K | ﹤0.01% |
10,273
+4,378
| +74% | +$34.3K |
|
5295
Banco Santander Chile
BSAC
$12.1B
| $80.4K | ﹤0.01% |
3,871
+1,268
| +49% | +$26.3K |
|
5296
NL Industries
NL
$287M
| $80.2K | ﹤0.01% |
10,795
-1,116
| -9% | -$8.29K |
|
5297
Nano X Imaging
NNOX
$254M
| $80.1K | ﹤0.01% |
13,175
-5,938
| -31% | -$36.1K |
|
5298
ON24
ONTF
$244M
| $80.1K | ﹤0.01% |
13,084
+4,665
| +55% | +$28.6K |
|
|
CNTA
5299
Centessa Pharmaceuticals
CNTA
$3.06B
| $80.1K | ﹤0.01% |
5,007
+2,198
| +78% | +$35.1K |
|
5300
Design Therapeutics
DSGN
$345M
| $80.1K | ﹤0.01% |
14,880
+1,520
| +11% | +$8.18K |
|