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 | |
|---|---|---|---|---|---|---|
5476
Focus Universal
FCUV
$24.7M
| $60.4K | ﹤0.01% |
22,884
+22,880
| +572,000% | +$60.4K |
|
|
NREF
5477
NexPoint Real Estate Finance
NREF
$257M
| $60.3K | ﹤0.01% |
3,861
+1,325
| +52% | +$20.7K |
|
5478
Pioneer Bancorp
PBFS
$336M
| $60.3K | ﹤0.01% |
5,496
-1,080
| -16% | -$11.8K |
|
5479
SK Telecom
SKM
$8.39B
| $60.3K | ﹤0.01% |
2,536
-187
| -7% | -$4.45K |
|
5480
AlTi Global
ALTI
$394M
| $60.2K | ﹤0.01% |
16,093
+5,707
| +55% | +$21.3K |
|
5481
Vertical Aerospace
EVTL
$565M
| $60K | ﹤0.01% |
+8,652
| New | +$60K |
|
5482
Adicet Bio
ACET
$66.2M
| $59.9K | ﹤0.01% |
41,604
-119,231
| -74% | -$172K |
|
|
FOVL
5483
DELISTED
iShares Focused Value Factor ETF
FOVL
| $59.6K | ﹤0.01% |
+875
| New | +$59.6K |
|
|
VLRS
5484
Controladora Vuela Compañía de Aviación
VLRS
$776M
| $59.5K | ﹤0.01% |
9,405
+2,420
| +35% | +$15.3K |
|
5485
Butterfly Network
BFLY
$466M
| $59.5K | ﹤0.01% |
33,588
-9,000
| -21% | -$15.9K |
|
5486
Columbia Seligman Semiconductor and Technology ETF
SEMI
$31.1M
| $59.4K | ﹤0.01% |
2,305
+2,223
| +2,711% | +$57.2K |
|
|
TUYA
5487
Tuya Inc
TUYA
$1.58B
| $59.3K | ﹤0.01% |
35,950
+35,530
| +8,460% | +$58.6K |
|
5488
CollPlant Biotechnologies
CLGN
$32M
| $59.3K | ﹤0.01% |
11,947
+4,805
| +67% | +$23.9K |
|
|
GGT
5489
Gabelli Multimedia Trust
GGT
$152M
| $59.3K | ﹤0.01% |
12,032
+1,898
| +19% | +$9.36K |
|
|
CCEC
5490
Capital Clean Energy Carriers
CCEC
$1.29B
| $59.2K | ﹤0.01% |
3,149
-3,569
| -53% | -$67.1K |
|
5491
ProShares UltraShort Health Care
RXD
$949K
| $59.2K | ﹤0.01% |
6,247
+2,709
| +77% | +$25.7K |
|
5492
Fidelity Small-Mid Multifactor ETF
FSMD
$1.72B
| $59.2K | ﹤0.01% |
1,430
| – | – |
|
5493
Universe Pharmaceuticals
UPC
$2.53M
| $59.2K | ﹤0.01% |
404
+395
| +4,389% | +$57.8K |
|
5494
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$132M
| $59.1K | ﹤0.01% |
5,274
+1,792
| +51% | +$20.1K |
|
5495
Orchestra BioMed
OBIO
$132M
| $59K | ﹤0.01% |
11,482
+4,328
| +60% | +$22.2K |
|
5496
Sky Harbour Group
SKYH
$341M
| $58.8K | ﹤0.01% |
5,325
+1,894
| +55% | +$20.9K |
|
5497
Gotham Enhanced 500 ETF
GSPY
$606M
| $58.7K | ﹤0.01% |
1,861
+1,293
| +228% | +$40.8K |
|
5498
Travelzoo
TZOO
$112M
| $58.7K | ﹤0.01% |
4,874
+4,869
| +97,380% | +$58.7K |
|
5499
Paysign
PAYS
$306M
| $58.6K | ﹤0.01% |
15,965
+4,329
| +37% | +$15.9K |
|
5500
NI Holdings
NODK
$289M
| $58.6K | ﹤0.01% |
3,735
+1,323
| +55% | +$20.7K |
|