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 | |
|---|---|---|---|---|---|---|
5301
Commercial Vehicle Group
CVGI
$66.2M
| $80K | ﹤0.01% |
24,604
+5,172
| +27% | +$16.8K |
|
|
CNCR
5302
DELISTED
ETF Series Solutions Trust Range Cancer Therapeutics ETF
CNCR
| $79.9K | ﹤0.01% |
5,345
+5,207
| +3,773% | +$77.8K |
|
5303
Innovator US Equity Accelerated ETF October
XDOC
$3.39M
| $79.8K | ﹤0.01% |
2,695
-41
| -1% | -$1.21K |
|
5304
Golden Sun Health Technology Group
GSUN
$26.5M
| $79.6K | ﹤0.01% |
11,770
+11,540
| +5,017% | +$78K |
|
5305
Innovator US Equity Power Buffer ETF June
PJUN
$768M
| $79.4K | ﹤0.01% |
2,153
+1,782
| +480% | +$65.7K |
|
5306
Golden Heaven Group Holdings
GDHG
$19.6M
| $79.4K | ﹤0.01% |
78
+64
| +457% | +$65.1K |
|
5307
Inovio Pharmaceuticals
INO
$122M
| $79.3K | ﹤0.01% |
13,715
-13,676
| -50% | -$79K |
|
5308
Air T
AIRT
$61.5M
| $79.2K | ﹤0.01% |
4,900
-700
| -13% | -$11.3K |
|
5309
Nautilus Biotechnolgy
NAUT
$86M
| $79.2K | ﹤0.01% |
27,781
+7,628
| +38% | +$21.7K |
|
5310
Nortech Systems
NSYS
$27.5M
| $79.2K | ﹤0.01% |
6,761
-3,215
| -32% | -$37.6K |
|
5311
Swan Enhanced Dividend Income ETF
SCLZ
$13.6M
| $79.2K | ﹤0.01% |
+1,471
| New | +$79.2K |
|
|
CEPU
5312
Central Puerto
CEPU
$1.15B
| $79K | ﹤0.01% |
8,338
-206
| -2% | -$1.95K |
|
|
SPMC
5313
Sound Point Meridian Capital
SPMC
| $78.9K | ﹤0.01% |
3,992
+1,199
| +43% | +$23.7K |
|
5314
FT Vest US Equity Moderate Buffer ETF March
GMAR
$415M
| $78.9K | ﹤0.01% |
2,148
+1,398
| +186% | +$51.3K |
|
5315
Intensity Therapeutics
INTS
$12.2M
| $78.7K | ﹤0.01% |
20,609
+17,293
| +522% | +$66.1K |
|
5316
MBIA
MBI
$394M
| $78.7K | ﹤0.01% |
22,046
+6,390
| +41% | +$22.8K |
|
5317
Sprott Physical Silver Trust
PSLV
$8.02B
| $78.7K | ﹤0.01% |
7,531
-100
| -1% | -$1.05K |
|
5318
Tucows
TCX
$207M
| $78.6K | ﹤0.01% |
3,762
-1,040
| -22% | -$21.7K |
|
5319
Hartford Schroders Tax-Aware Bond ETF
HTAB
$383M
| $78.6K | ﹤0.01% |
3,966
+3,960
| +66,000% | +$78.4K |
|
5320
Immuneering
IMRX
$385M
| $78.5K | ﹤0.01% |
31,545
+24,492
| +347% | +$61K |
|
5321
AB Disruptors ETF
FWD
$1.05B
| $78.3K | ﹤0.01% |
+1,000
| New | +$78.3K |
|
|
URAA
5322
Direxion Daily Uranium Industry Bull 2X Shares
URAA
$20.3M
| $78.2K | ﹤0.01% |
+3,547
| New | +$78.2K |
|
5323
Biglari Holdings Class B
BH
$969M
| $77.9K | ﹤0.01% |
453
+119
| +36% | +$20.5K |
|
|
SIFY
5324
Sify Technologies
SIFY
$861M
| $77.4K | ﹤0.01% |
35,823
+29,719
| +487% | +$64.2K |
|
|
TKLF
5325
Yoshitsu Co
TKLF
$16.1M
| $77.4K | ﹤0.01% |
+13,223
| New | +$77.4K |
|