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 | |
|---|---|---|---|---|---|---|
5326
TELUS International
TIXT
$1.25B
| $64.5K | ﹤0.01% |
11,155
-4,562
| -29% | -$26.4K |
|
5327
D-Wave Quantum
QBTS
$9.19B
| $64.5K | ﹤0.01% |
+56,544
| New | +$64.5K |
|
5328
AC Immune
ACIU
$246M
| $64.4K | ﹤0.01% |
16,140
-7,525
| -32% | -$30K |
|
5329
RPAR Risk Parity ETF
RPAR
$537M
| $64.4K | ﹤0.01% |
3,370
+2,370
| +237% | +$45.3K |
|
5330
Fidelity D&D Bancorp
FDBC
$254M
| $64.3K | ﹤0.01% |
1,469
-3,201
| -69% | -$140K |
|
5331
Rimini Street
RMNI
$425M
| $64.2K | ﹤0.01% |
20,925
-34,448
| -62% | -$106K |
|
|
DNMR
5332
DELISTED
Danimer Scientific, Inc.
DNMR
| $64K | ﹤0.01% |
2,654
-1,861
| -41% | -$44.9K |
|
5333
ProShares Ultra MSCI Japan
EZJ
$7.45M
| $64K | ﹤0.01% |
+1,623
| New | +$64K |
|
5334
CLPS Inc
CLPS
$29.9M
| $63.8K | ﹤0.01% |
72,392
+72,340
| +139,115% | +$63.7K |
|
5335
SPDR S&P Kensho Intelligent Structures ETF
SIMS
$9.8M
| $63.8K | ﹤0.01% |
1,916
-1,407
| -42% | -$46.8K |
|
|
MCHB
5336
Mechanics Bancorp
MCHB
$3.02B
| $63.7K | ﹤0.01% |
5,587
-12,515
| -69% | -$143K |
|
5337
First Trust Active Global Quality Income ETF
AGQI
$57.6M
| $63.7K | ﹤0.01% |
4,464
-41,924
| -90% | -$598K |
|
5338
Able View Global
ABLV
$46.9M
| $63.7K | ﹤0.01% |
68,455
+67,697
| +8,931% | +$63K |
|
5339
Destination XL Group
DXLG
$74.4M
| $63.5K | ﹤0.01% |
17,449
-40,405
| -70% | -$147K |
|
5340
Fidelity Blue Chip Value ETF
FBCV
$136M
| $63.5K | ﹤0.01% |
2,114
+2,086
| +7,450% | +$62.6K |
|
5341
Fidelity Enhanced Large Cap Value ETF
FELV
$2.44B
| $63.4K | ﹤0.01% |
+2,220
| New | +$63.4K |
|
5342
Zevra Therapeutics
ZVRA
$431M
| $63.4K | ﹤0.01% |
12,932
-30,016
| -70% | -$147K |
|
5343
Woori Financial
WF
$14.1B
| $63.3K | ﹤0.01% |
1,975
-350
| -15% | -$11.2K |
|
5344
First Trust New York Municipal High Income ETF
FMNY
$21.3M
| $63.3K | ﹤0.01% |
+2,361
| New | +$63.3K |
|
5345
Reliance Global Group
RELI
$3.39M
| $63.2K | ﹤0.01% |
16,448
+16,445
| +548,167% | +$63.2K |
|
5346
Timberland Bancorp
TSBK
$276M
| $63.1K | ﹤0.01% |
2,331
-5,088
| -69% | -$138K |
|
5347
Waldencast
WALD
$256M
| $63.1K | ﹤0.01% |
17,565
-12,384
| -41% | -$44.5K |
|
5348
Teucrium Corn Fund
CORN
$49.2M
| $63K | ﹤0.01% |
3,443
+2,021
| +142% | +$37K |
|
5349
Direxion Daily Technology Bear 3x Shares
TECS
$47.4M
| $63K | ﹤0.01% |
1,075
+111
| +12% | +$6.51K |
|
5350
Valhi
VHI
$466M
| $63K | ﹤0.01% |
3,533
+1,089
| +45% | +$19.4K |
|