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 | |
|---|---|---|---|---|---|---|
|
EMCG
5351
DELISTED
Embrace Change Acquisition Corp
EMCG
| $63K | ﹤0.01% |
+5,599
| New | +$63K |
|
5352
One Stop Systems
OSS
$150M
| $62.9K | ﹤0.01% |
26,082
+22,483
| +625% | +$54.2K |
|
5353
Innovator Equity Defined Protection ETF 2 Yr to January 2026
AJAN
$46M
| $62.8K | ﹤0.01% |
+2,486
| New | +$62.8K |
|
5354
Mural Oncology
MURA
$36M
| $62.7K | ﹤0.01% |
19,952
-421
| -2% | -$1.32K |
|
|
PHLT
5355
Performant Healthcare Inc
PHLT
$612M
| $62.6K | ﹤0.01% |
21,598
-47,230
| -69% | -$137K |
|
5356
Radiant Logistics
RLGT
$281M
| $62.5K | ﹤0.01% |
10,991
-25,010
| -69% | -$142K |
|
5357
Colony Bankcorp
CBAN
$307M
| $62.4K | ﹤0.01% |
5,091
-11,156
| -69% | -$137K |
|
5358
Pulse Biosciences
PLSE
$1.19B
| $62.3K | ﹤0.01% |
5,570
-10,628
| -66% | -$119K |
|
5359
LeaderShares Dynamic Yield ETF
DYLD
$49.1M
| $62.3K | ﹤0.01% |
2,775
+2,131
| +331% | +$47.8K |
|
5360
CASI Pharmaceuticals
CASI
$27.6M
| $62.3K | ﹤0.01% |
+11,321
| New | +$62.3K |
|
5361
Arteris
AIP
$421M
| $62.2K | ﹤0.01% |
8,283
+6,699
| +423% | +$50.3K |
|
5362
Red Robin
RRGB
$117M
| $62K | ﹤0.01% |
8,190
-8,006
| -49% | -$60.6K |
|
|
WEA
5363
Western Asset Premier Bond Fund
WEA
$135M
| $62K | ﹤0.01% |
5,907
-4,081
| -41% | -$42.8K |
|
5364
FibroGen
FGEN
$45.7M
| $61.9K | ﹤0.01% |
2,774
-1,269
| -31% | -$28.3K |
|
5365
Direxion Daily Transportation Bull 3X Shares
TPOR
$15.2M
| $61.8K | ﹤0.01% |
2,081
+2,079
| +103,950% | +$61.8K |
|
5366
Korea Electric Power
KEP
$16.8B
| $61.7K | ﹤0.01% |
8,707
-292
| -3% | -$2.07K |
|
5367
Genelux
GNLX
$157M
| $61.7K | ﹤0.01% |
31,632
-12,484
| -28% | -$24.3K |
|
5368
Biote Corp
BTMD
$100M
| $61.6K | ﹤0.01% |
8,244
-4,756
| -37% | -$35.5K |
|
|
BGMS
5369
Bio Green Med Solution Inc
BGMS
$13.7M
| $61.5K | ﹤0.01% |
158
+138
| +690% | +$53.7K |
|
5370
Inspired Entertainment
INSE
$258M
| $61.5K | ﹤0.01% |
6,721
-14,961
| -69% | -$137K |
|
5371
Forum Energy Technologies
FET
$314M
| $61.5K | ﹤0.01% |
3,647
-6,140
| -63% | -$104K |
|
5372
Pure Cycle
PCYO
$274M
| $61.5K | ﹤0.01% |
6,435
-15,536
| -71% | -$148K |
|
|
CALB
5373
DELISTED
California BanCorp Common Stock
CALB
| $61.4K | ﹤0.01% |
2,857
+1,036
| +57% | +$22.3K |
|
5374
Asure Software
ASUR
$214M
| $61.3K | ﹤0.01% |
7,293
-16,757
| -70% | -$141K |
|
5375
OppFi
OPFI
$333M
| $61.2K | ﹤0.01% |
18,056
+7,279
| +68% | +$24.7K |
|