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 | |
|---|---|---|---|---|---|---|
|
CUBWU
5351
Lionheart Holdings Unit
CUBWU
| $74.6K | ﹤0.01% |
7,446
-3,454
| -32% | -$34.6K |
|
5352
Amprius Technologies
AMPX
$1.47B
| $74.3K | ﹤0.01% |
66,973
+56,111
| +517% | +$62.3K |
|
5353
Future Fuel
FF
$169M
| $74.3K | ﹤0.01% |
12,922
+3,733
| +41% | +$21.5K |
|
|
SMCX
5354
Defiance Daily Target 2X Long SMCI ETF
SMCX
$299M
| $74.1K | ﹤0.01% |
+478
| New | +$74.1K |
|
5355
Fidelity US Multifactor ETF
FLRG
$271M
| $74K | ﹤0.01% |
2,186
+2,166
| +10,830% | +$73.3K |
|
5356
Virgin Galactic
SPCE
$189M
| $73.9K | ﹤0.01% |
12,114
-22,944
| -65% | -$140K |
|
5357
First Trust Nasdaq Food & Beverage ETF
FTXG
$18.5M
| $73.8K | ﹤0.01% |
2,876
-55,550
| -95% | -$1.42M |
|
5358
Embotelladora Andina Series A
AKO.A
$3.19B
| $73.6K | ﹤0.01% |
5,023
+2,650
| +112% | +$38.8K |
|
|
OBDE
5359
DELISTED
Blue Owl Capital Corporation III
OBDE
| $73.6K | ﹤0.01% |
+5,133
| New | +$73.6K |
|
5360
Tuttle Capital Daily 2X Inverse Regional Banks ETF
SKRE
$3.35M
| $73.2K | ﹤0.01% |
4,206
+143
| +4% | +$2.49K |
|
5361
Quad
QUAD
$332M
| $73.2K | ﹤0.01% |
16,122
+5,275
| +49% | +$23.9K |
|
5362
Redwire
RDW
$1.23B
| $73.1K | ﹤0.01% |
10,647
-5,767
| -35% | -$39.6K |
|
5363
Stratus Properties
STRS
$176M
| $73K | ﹤0.01% |
2,809
+1,086
| +63% | +$28.2K |
|
5364
Mawson Infrastructure Group
MIGI
$8.37M
| $72.8K | ﹤0.01% |
58,723
+23,853
| +68% | +$29.6K |
|
5365
Signing Day Sports
SGN
$8.61M
| $72.6K | ﹤0.01% |
5,976
+5,470
| +1,081% | +$66.4K |
|
5366
SoFi Enhanced Yield ETF
THTA
$34.6M
| $72.5K | ﹤0.01% |
+3,828
| New | +$72.5K |
|
|
CRUZ
5367
DELISTED
Defiance Hotel, Airline, and Cruise ETF
CRUZ
| $72.4K | ﹤0.01% |
3,097
+1,908
| +160% | +$44.6K |
|
5368
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$564M
| $72.4K | ﹤0.01% |
965
-1,736
| -64% | -$130K |
|
5369
Sprott Copper Miners ETF
COPP
$37.1M
| $72.3K | ﹤0.01% |
+2,782
| New | +$72.3K |
|
5370
Nukkleus
NUKK
$44.1M
| $72.2K | ﹤0.01% |
31,000
+28,088
| +965% | +$65.4K |
|
|
BDRX
5371
Biodexa Pharmaceuticals
BDRX
$4.1M
| $72K | ﹤0.01% |
1,022
+982
| +2,455% | +$69.2K |
|
5372
Roma Green Finance Ltd
ROMA
$189M
| $71.8K | ﹤0.01% |
100,280
+93,880
| +1,467% | +$67.2K |
|
5373
Forge Global Holdings
FRGE
$236M
| $71.5K | ﹤0.01% |
3,640
+1,293
| +55% | +$25.4K |
|
5374
Barnwell Industries
BRN
$11.6M
| $71.4K | ﹤0.01% |
31,600
-25,508
| -45% | -$57.6K |
|
|
USAR
5375
USA Rare Earth Inc
USAR
$1.58B
| $71.2K | ﹤0.01% |
6,620
+5,969
| +917% | +$64.2K |
|