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 |
AMRZ
Amrize Ltd
AMRZ
|
+$766M |
| 2 |
Tesla
TSLA
|
+$470M |
| 3 |
Suncor Energy
SU
|
+$467M |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56B |
| 2 |
Apple
AAPL
|
+$1.35B |
| 3 |
UBS Group
UBS
|
+$1.06B |
| 4 |
NVIDIA
NVDA
|
+$827M |
| 5 |
Hewlett Packard
HPE
|
+$721M |
Sector Composition
| 1 | Technology | 22.13% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.2% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MFH
5401
Mercurity Fintech Holding
MFH
$691M
| $209K | ﹤0.01% |
54,198
-35,639
| -40% | -$137K |
|
|
ABTC
5402
American Bitcoin Corp
ABTC
$6.46B
| $207K | ﹤0.01% |
46,999
+9,147
| +24% | +$40.3K |
|
|
BRT
5403
BRT Apartments
BRT
$291M
| $207K | ﹤0.01% |
13,233
-5,280
| -29% | -$82.6K |
|
5404
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$240M
| $207K | ﹤0.01% |
4,300
+3,700
| +617% | +$178K |
|
5405
FT Vest US Equity Moderate Buffer ETF July
GJUL
$612M
| $207K | ﹤0.01% |
5,340
+3,454
| +183% | +$134K |
|
5406
Lineage Cell Therapeutics
LCTX
$349M
| $206K | ﹤0.01% |
227,600
-36,317
| -14% | -$32.9K |
|
5407
AB Conservative Buffer ETF
BUFC
$939M
| $206K | ﹤0.01% |
5,228
+373
| +8% | +$14.7K |
|
5408
Blue Foundry Bancorp
BLFY
$196M
| $206K | ﹤0.01% |
21,553
+5,272
| +32% | +$50.5K |
|
5409
RH Tactical Outlook ETF
RHTX
$8.29M
| $206K | ﹤0.01% |
12,387
-1,593
| -11% | -$26.5K |
|
5410
Citizens Community Bancorp
CZWI
$164M
| $206K | ﹤0.01% |
14,904
+12,545
| +532% | +$173K |
|
|
KG
5411
Kestrel Group
KG
$225M
| $205K | ﹤0.01% |
7,713
-215
| -3% | -$5.7K |
|
5412
Genelux
GNLX
$157M
| $204K | ﹤0.01% |
71,224
+3,088
| +5% | +$8.86K |
|
5413
Medallion Financial
MFIN
$245M
| $204K | ﹤0.01% |
21,420
+2,873
| +15% | +$27.4K |
|
5414
Simplify Managed Futures Strategy ETF
CTA
$1.15B
| $204K | ﹤0.01% |
7,616
-2,158
| -22% | -$57.7K |
|
|
OPOF
5415
DELISTED
Old Point Financial
OPOF
| $203K | ﹤0.01% |
5,177
-4,263
| -45% | -$167K |
|
|
SQNS
5416
Sequans Communications SA
SQNS
$1.41B
| $203K | ﹤0.01% |
138,193
+101,796
| +280% | +$150K |
|
5417
American Coastal Insurance
ACIC
$546M
| $203K | ﹤0.01% |
18,262
-22,054
| -55% | -$245K |
|
5418
Skillful Craftsman
EDTK
$16.7M
| $203K | ﹤0.01% |
234,427
-16,707
| -7% | -$14.5K |
|
5419
BTCS Inc
BTCS
$230M
| $202K | ﹤0.01% |
91,923
+86,972
| +1,757% | +$191K |
|
|
QCJL
5420
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$80.3M
| $202K | ﹤0.01% |
9,030
+7,097
| +367% | +$159K |
|
5421
FS Bancorp
FSBW
$313M
| $202K | ﹤0.01% |
5,126
+1,278
| +33% | +$50.3K |
|
5422
Foghorn Therapeutics
FHTX
$284M
| $201K | ﹤0.01% |
42,800
-3,558
| -8% | -$16.7K |
|
5423
Fidelity Stocks for Inflation ETF
FCPI
$243M
| $201K | ﹤0.01% |
4,301
-1,035
| -19% | -$48.3K |
|
|
GBUG
5424
Sprott Active Gold & Silver Miners ETF
GBUG
$93.9M
| $201K | ﹤0.01% |
+7,907
| New | +$201K |
|
5425
Virtus Terranova US Quality Momentum ETF
JOET
$230M
| $200K | ﹤0.01% |
4,902
+4,348
| +785% | +$178K |
|