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 | |
|---|---|---|---|---|---|---|
|
KBSX
5426
FST Corp
KBSX
$70.8M
| $200K | ﹤0.01% |
113,205
+61,152
| +117% | +$108K |
|
|
VENU
5427
Venu Holding Corp
VENU
$558M
| $200K | ﹤0.01% |
16,969
+12,243
| +259% | +$144K |
|
5428
Mistras Group
MG
$301M
| $200K | ﹤0.01% |
24,959
-1,044
| -4% | -$8.36K |
|
5429
Innovator Premium Income 9 Buffer ETF October
HOCT
$7.18M
| $200K | ﹤0.01% |
8,373
+6,032
| +258% | +$144K |
|
5430
Cue Biopharma
CUE
$51.6M
| $200K | ﹤0.01% |
292,583
+231,270
| +377% | +$158K |
|
5431
VanEck Israel ETF
ISRA
$108M
| $199K | ﹤0.01% |
3,837
+589
| +18% | +$30.5K |
|
|
HPAI
5432
Helport AI
HPAI
$146M
| $199K | ﹤0.01% |
41,418
+30,164
| +268% | +$145K |
|
5433
Kartoon Studios
TOON
$40.1M
| $199K | ﹤0.01% |
267,537
-839
| -0.3% | -$623 |
|
5434
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$29.4M
| $198K | ﹤0.01% |
+5,549
| New | +$198K |
|
5435
Gambling.com
GAMB
$295M
| $197K | ﹤0.01% |
16,547
-99,617
| -86% | -$1.18M |
|
|
NVDG
5436
Leverage Shares 2X Long NVDA Daily ETF
NVDG
$20.4M
| $196K | ﹤0.01% |
12,989
+12,575
| +3,037% | +$190K |
|
5437
John Wiley & Sons Class B
WLYB
$2.25B
| $196K | ﹤0.01% |
4,335
-2,000
| -32% | -$90.3K |
|
|
TONX
5438
TON Strategy Co
TONX
$413M
| $196K | ﹤0.01% |
28,508
+19,473
| +216% | +$134K |
|
5439
Precision Optics
POCI
$33.3M
| $195K | ﹤0.01% |
39,851
+38,225
| +2,351% | +$187K |
|
5440
Motley Fool Global Opportunities ETF
TMFG
$399M
| $195K | ﹤0.01% |
6,414
+1,125
| +21% | +$34.2K |
|
|
HSHP
5441
Himalaya Shipping
HSHP
$407M
| $195K | ﹤0.01% |
33,772
+10,145
| +43% | +$58.5K |
|
|
HNW
5442
Pioneer Diversified High Income Fund
HNW
$107M
| $195K | ﹤0.01% |
15,570
+7,173
| +85% | +$89.7K |
|
5443
WidePoint Corp
WYY
$53.8M
| $195K | ﹤0.01% |
56,910
-25,364
| -31% | -$86.7K |
|
5444
First National Corp
FXNC
$216M
| $194K | ﹤0.01% |
9,969
-262
| -3% | -$5.1K |
|
5445
Unusual Machines
UMAC
$407M
| $194K | ﹤0.01% |
22,648
+14,580
| +181% | +$125K |
|
5446
LENSAR
LNSR
$148M
| $194K | ﹤0.01% |
14,729
+2,193
| +17% | +$28.9K |
|
5447
American Century Short Duration Strategic Income ETF
SDSI
$67.2M
| $194K | ﹤0.01% |
+3,765
| New | +$194K |
|
5448
Finward Bancorp
FNWD
$138M
| $193K | ﹤0.01% |
7,005
+209
| +3% | +$5.77K |
|
5449
Harte-Hanks
HHS
$27.5M
| $193K | ﹤0.01% |
+48,537
| New | +$193K |
|
|
NFLU
5450
T-Rex 2X Long NFLX Daily Target ETF
NFLU
$28M
| $193K | ﹤0.01% |
+2,597
| New | +$193K |
|