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 | |
|---|---|---|---|---|---|---|
5426
Hooker Furnishings Corp
HOFT
$114M
| $57.5K | ﹤0.01% |
3,971
-7,458
| -65% | -$108K |
|
5427
Innovator US Equity Buffer ETF December
BDEC
$208M
| $57.5K | ﹤0.01% |
1,371
+1,217
| +790% | +$51K |
|
5428
Blue Foundry Bancorp
BLFY
$196M
| $57.3K | ﹤0.01% |
6,319
-15,507
| -71% | -$141K |
|
5429
Amylyx Pharmaceuticals
AMLX
$1.42B
| $57.3K | ﹤0.01% |
30,139
-180,434
| -86% | -$343K |
|
5430
Escalade
ESCA
$173M
| $57.2K | ﹤0.01% |
4,151
-8,287
| -67% | -$114K |
|
|
SUP
5431
DELISTED
Superior Industries International
SUP
| $57.2K | ﹤0.01% |
17,591
-7,167
| -29% | -$23.3K |
|
5432
Haoxi Health Technology Ltd
HAO
$3.59M
| $57.1K | ﹤0.01% |
428
+425
| +14,167% | +$56.7K |
|
|
SGMA
5433
DELISTED
Sigmatron International
SGMA
| $57.1K | ﹤0.01% |
+10,209
| New | +$57.1K |
|
5434
SK Telecom
SKM
$8.39B
| $57K | ﹤0.01% |
2,723
+149
| +6% | +$3.12K |
|
|
BRDG
5435
DELISTED
Bridge Investment Group
BRDG
| $57K | ﹤0.01% |
7,680
-19,133
| -71% | -$142K |
|
5436
Star Holdings Shares of Beneficial Interest
STHO
$110M
| $57K | ﹤0.01% |
4,723
-8,973
| -66% | -$108K |
|
5437
CompoSecure
CMPO
$2.02B
| $56.9K | ﹤0.01% |
10,081
-11,513
| -53% | -$65K |
|
5438
Invesco S&P SmallCap Materials ETF
PSCM
$12.6M
| $56.9K | ﹤0.01% |
761
+129
| +20% | +$9.64K |
|
|
SACH
5439
Sachem Capital Corp
SACH
$49.7M
| $56.8K | ﹤0.01% |
21,919
-12,644
| -37% | -$32.7K |
|
5440
InnovAge Holding
INNV
$628M
| $56.7K | ﹤0.01% |
11,437
-12,995
| -53% | -$64.5K |
|
5441
AllianzIM U.S. Large Cap Buffer20 Sep ETF
SEPW
$286M
| $56.7K | ﹤0.01% |
2,038
+788
| +63% | +$21.9K |
|
5442
Flexsteel Industries
FLXS
$255M
| $56.5K | ﹤0.01% |
1,820
-438
| -19% | -$13.6K |
|
5443
Invesco CurrencyShares Australian Dollar Trust
FXA
$75.1M
| $56.5K | ﹤0.01% |
855
-339
| -28% | -$22.4K |
|
5444
BioRestorative Therapies
BRTX
$11.6M
| $56.5K | ﹤0.01% |
27,813
+26,973
| +3,211% | +$54.8K |
|
5445
Zedge
ZDGE
$40.8M
| $56.4K | ﹤0.01% |
18,485
+16,856
| +1,035% | +$51.4K |
|
5446
Semler Scientific
SMLR
$432M
| $56.3K | ﹤0.01% |
1,636
-7,081
| -81% | -$244K |
|
|
SPMC
5447
Sound Point Meridian Capital
SPMC
| $56K | ﹤0.01% |
+2,793
| New | +$56K |
|
|
NOAH
5448
Noah Holdings
NOAH
$772M
| $56K | ﹤0.01% |
5,800
+4,735
| +445% | +$45.7K |
|
5449
BBB Foods
TBBB
$2.93B
| $55.8K | ﹤0.01% |
+2,339
| New | +$55.8K |
|
|
NKGN
5450
DELISTED
NKGen Biotech, Inc. Common Stock
NKGN
| $55.6K | ﹤0.01% |
43,817
+32,728
| +295% | +$41.6K |
|