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 |
Microsoft
MSFT
|
+$3.04B |
| 2 |
Apple
AAPL
|
+$2B |
| 3 |
NVIDIA
NVDA
|
+$1.79B |
| 4 |
Amazon
AMZN
|
+$1.24B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.03B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$555M |
| 2 |
Schlumberger
SLB
|
+$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$362M |
| 4 |
iShares Gold Trust
IAU
|
+$322M |
| 5 |
CRH
CRH
|
+$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CIZ
5476
DELISTED
VictoryShares Developed Enhanced Volatility Wtd ETF
CIZ
| $38K | ﹤0.01% |
1,208
-1,608
| -57% | -$50.5K |
|
5477
Amplify Mobile Payments ETF
IPAY
$275M
| $37.8K | ﹤0.01% |
719
-1,425
| -66% | -$75K |
|
5478
WM Technology
MAPS
$139M
| $37.6K | ﹤0.01% |
+28,290
| New | +$37.6K |
|
|
CSTR
5479
DELISTED
CapStar Financial Holdings, Inc
CSTR
| $37.5K | ﹤0.01% |
1,868
-19,513
| -91% | -$392K |
|
5480
Crown Crafts
CRWS
$30.6M
| $37.5K | ﹤0.01% |
+7,362
| New | +$37.5K |
|
5481
Direxion Daily Small Cap Bear 3x Shares
TZA
$272M
| $37.4K | ﹤0.01% |
2,228
+571
| +34% | +$9.59K |
|
|
KMET
5482
DELISTED
KraneShares Electrification Metals Strategy ETF
KMET
| $37.4K | ﹤0.01% |
2,851
+1,177
| +70% | +$15.4K |
|
5483
Performance Shipping
PSHG
$22.6M
| $37.2K | ﹤0.01% |
19,707
-6,561
| -25% | -$12.4K |
|
5484
KNOT Offshore Partners
KNOP
$310M
| $37K | ﹤0.01% |
7,163
+5,540
| +341% | +$28.6K |
|
5485
Inotiv
NOTV
$49.8M
| $36.8K | ﹤0.01% |
+3,363
| New | +$36.8K |
|
5486
YieldMax AMD Option Income Strategy ETF
AMDY
$182M
| $36.8K | ﹤0.01% |
+1,777
| New | +$36.8K |
|
|
DZSI
5487
DELISTED
DZS Inc. Common Stock
DZSI
| $36.7K | ﹤0.01% |
27,825
+2,267
| +9% | +$2.99K |
|
5488
Union Bankshares
UNB
$118M
| $36.7K | ﹤0.01% |
1,204
+488
| +68% | +$14.9K |
|
5489
TCW Transform 500 ETF
VOTE
$910M
| $36.7K | ﹤0.01% |
+599
| New | +$36.7K |
|
5490
OFS Capital
OFS
$116M
| $36.6K | ﹤0.01% |
3,685
+2,660
| +260% | +$26.4K |
|
5491
SGI US Large Cap Core ETF
SGLC
$97.2M
| $36.6K | ﹤0.01% |
1,099
-1,075
| -49% | -$35.8K |
|
5492
Bassett Furniture
BSET
$141M
| $36.3K | ﹤0.01% |
2,460
-5,723
| -70% | -$84.5K |
|
|
MLGO
5493
MicroAlgo
MLGO
$133M
| $36.2K | ﹤0.01% |
+16
| New | +$36.2K |
|
5494
ProShares Short Financials
SEF
$9.14M
| $35.8K | ﹤0.01% |
+879
| New | +$35.8K |
|
5495
LINKBANCORP
LNKB
$275M
| $35.6K | ﹤0.01% |
+5,136
| New | +$35.6K |
|
|
MTR
5496
Mesa Royalty Trust
MTR
$10.3M
| $35.6K | ﹤0.01% |
3,348
+131
| +4% | +$1.39K |
|
5497
Nortech Systems
NSYS
$25.8M
| $35.6K | ﹤0.01% |
2,663
+1,948
| +272% | +$26K |
|
|
ELBM
5498
Electra Battery Materials
ELBM
$19.6M
| $35.3K | ﹤0.01% |
19,412
+7,169
| +59% | +$13K |
|
5499
Congress Large Cap Growth ETF
CAML
$329M
| $35.2K | ﹤0.01% |
1,139
+1,137
| +56,850% | +$35.1K |
|
5500
Senseonics Holdings
SENS
$371M
| $35.1K | ﹤0.01% |
66,070
+52,071
| +372% | +$27.7K |
|