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 | |
|---|---|---|---|---|---|---|
5451
American Vanguard Corp
AVD
$154M
| $63.6K | ﹤0.01% |
12,001
+2,822
| +31% | +$15K |
|
5452
United Homes Group
UHG
$251M
| $63.5K | ﹤0.01% |
10,350
+8,715
| +533% | +$53.5K |
|
5453
ProShares UltraShort Bitcoin ETF
SBIT
$65M
| $63.5K | ﹤0.01% |
398
| – | – |
|
5454
Cidara Therapeutics
CDTX
$1.74B
| $63.2K | ﹤0.01% |
5,877
+4,410
| +301% | +$47.4K |
|
|
ICCH
5455
DELISTED
ICC Holdings, Inc.
ICCH
| $63.2K | ﹤0.01% |
+2,755
| New | +$63.2K |
|
5456
Townsquare Media
TSQ
$115M
| $63K | ﹤0.01% |
6,202
+1,906
| +44% | +$19.4K |
|
5457
Millicom
TIGO
$8.3B
| $62.9K | ﹤0.01% |
2,320
-8,394
| -78% | -$228K |
|
5458
Astrotech Corp
ASTC
$8.27M
| $62.9K | ﹤0.01% |
+7,871
| New | +$62.9K |
|
|
MTA
5459
Metalla Royalty & Streaming
MTA
$540M
| $62.6K | ﹤0.01% |
20,262
-47,646
| -70% | -$147K |
|
5460
First Trust Japan AlphaDEX Fund
FJP
$201M
| $62.5K | ﹤0.01% |
1,153
+1,018
| +754% | +$55.2K |
|
5461
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$111M
| $62.4K | ﹤0.01% |
869
+852
| +5,012% | +$61.2K |
|
5462
Kaltura
KLTR
$258M
| $62.2K | ﹤0.01% |
45,706
+16,039
| +54% | +$21.8K |
|
5463
Perion Network
PERI
$443M
| $62.2K | ﹤0.01% |
7,888
-359
| -4% | -$2.83K |
|
5464
Innovator Emerging Markets Power Buffer ETF January
EJAN
$110M
| $62.1K | ﹤0.01% |
1,981
+1,603
| +424% | +$50.2K |
|
5465
First Trust Switzerland AlphaDEX Fund
FSZ
$81M
| $62K | ﹤0.01% |
880
+755
| +604% | +$53.2K |
|
5466
Ispire Technology
ISPR
$159M
| $62K | ﹤0.01% |
9,991
-3,598
| -26% | -$22.3K |
|
5467
Galecto
GLTO
$3.8M
| $62K | ﹤0.01% |
+5,099
| New | +$62K |
|
5468
Global X S&P 500 Covered Call & Growth ETF
XYLG
$55.1M
| $61.8K | ﹤0.01% |
1,926
+1,120
| +139% | +$35.9K |
|
5469
Rekor Systems
REKR
$226M
| $61.8K | ﹤0.01% |
52,369
+21,562
| +70% | +$25.4K |
|
5470
Silicom
SILC
$96M
| $61.5K | ﹤0.01% |
4,492
+3,847
| +596% | +$52.7K |
|
5471
Geospace Technologies
GEOS
$250M
| $61.5K | ﹤0.01% |
5,948
+2,951
| +98% | +$30.5K |
|
5472
Cadiz
CDZI
$355M
| $61.4K | ﹤0.01% |
20,255
+7,029
| +53% | +$21.3K |
|
|
GAU
5473
Galiano Gold
GAU
$651M
| $61.2K | ﹤0.01% |
43,097
-37,925
| -47% | -$53.9K |
|
5474
CrossingBridge Pre-Merger SPAC ETF
SPC
$22.1M
| $61.1K | ﹤0.01% |
+2,839
| New | +$61.1K |
|
5475
AEON Biopharma
AEON
$8.88M
| $60.5K | ﹤0.01% |
+800
| New | +$60.5K |
|