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 | |
|---|---|---|---|---|---|---|
5276
First Internet Bancorp
INBK
$210M
| $185K | ﹤0.01% |
5,142
+552
| +12% | +$19.9K |
|
|
HTCO
5277
High-Trend International Group
HTCO
$50.9M
| $185K | ﹤0.01% |
2,221
-60
| -3% | -$4.99K |
|
|
FBLA
5278
FB Bancorp
FBLA
$225M
| $185K | ﹤0.01% |
+15,485
| New | +$185K |
|
|
NUTX
5279
Nutex Health
NUTX
$534M
| $184K | ﹤0.01% |
5,822
+4,325
| +289% | +$137K |
|
5280
Achieve Life Sciences
ACHV
$144M
| $184K | ﹤0.01% |
52,342
+36,104
| +222% | +$127K |
|
|
CLPR
5281
Clipper Realty
CLPR
$66.4M
| $184K | ﹤0.01% |
40,219
+26,882
| +202% | +$123K |
|
|
SFHG
5282
Samfine Creation Holdings
SFHG
$14.3M
| $184K | ﹤0.01% |
+152,214
| New | +$184K |
|
5283
XBiotech
XBIT
$82.9M
| $184K | ﹤0.01% |
46,531
+32,106
| +223% | +$127K |
|
5284
VanEck Digital India ETF
DGIN
$19.1M
| $184K | ﹤0.01% |
+4,142
| New | +$184K |
|
5285
Franklin Financial Services
FRAF
$219M
| $183K | ﹤0.01% |
6,137
-1,511
| -20% | -$45.2K |
|
|
ONL
5286
Orion Office REIT
ONL
$154M
| $183K | ﹤0.01% |
49,363
-12,805
| -21% | -$47.5K |
|
5287
Guaranty Bancshares
GNTY
$564M
| $183K | ﹤0.01% |
5,287
-2,613
| -33% | -$90.4K |
|
5288
ProShares S&P 500 ex-Technology ETF
SPXT
$220M
| $183K | ﹤0.01% |
1,996
+1,869
| +1,472% | +$171K |
|
|
CRON
5289
Cronos Group
CRON
$1B
| $182K | ﹤0.01% |
90,235
+49,090
| +119% | +$99.2K |
|
5290
Organogenesis Holdings
ORGO
$581M
| $182K | ﹤0.01% |
56,896
-1,943
| -3% | -$6.22K |
|
5291
Utah Medical Products
UTMD
$199M
| $182K | ﹤0.01% |
2,961
+918
| +45% | +$56.4K |
|
5292
KNOT Offshore Partners
KNOP
$315M
| $182K | ﹤0.01% |
33,393
+31,787
| +1,979% | +$173K |
|
5293
Sprott Junior Uranium Miners ETF
URNJ
$389M
| $182K | ﹤0.01% |
9,787
-18,371
| -65% | -$341K |
|
5294
Aptus Behavioral Momentum ETF
ADME
$243M
| $181K | ﹤0.01% |
+3,881
| New | +$181K |
|
5295
Emerald Holding
EEX
$1.02B
| $181K | ﹤0.01% |
37,589
+28,849
| +330% | +$139K |
|
5296
Momentus
MNTS
$14M
| $181K | ﹤0.01% |
22,812
+18,221
| +397% | +$144K |
|
|
SCD
5297
LMP Capital and Income Fund
SCD
$278M
| $180K | ﹤0.01% |
10,476
-2,315
| -18% | -$39.8K |
|
5298
CSP Inc
CSPI
$131M
| $180K | ﹤0.01% |
11,187
+10,862
| +3,342% | +$175K |
|
5299
Enanta Pharmaceuticals
ENTA
$163M
| $179K | ﹤0.01% |
31,152
+1,816
| +6% | +$10.4K |
|
|
SLI
5300
Standard Lithium
SLI
$622M
| $179K | ﹤0.01% |
122,359
+66,389
| +119% | +$96.9K |
|