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 | |
|---|---|---|---|---|---|---|
|
RNLX
5501
DELISTED
Renalytix plc American Depositary Shares
RNLX
| $58.5K | ﹤0.01% |
279,743
+279,668
| +372,891% | +$58.5K |
|
|
ALFUU
5502
Centurion Acquisition Corp Unit
ALFUU
| $58.4K | ﹤0.01% |
5,802
-4,597
| -44% | -$46.2K |
|
5503
ProShares UltraShort S&P500
SDS
$449M
| $58.4K | ﹤0.01% |
2,829
-6,939
| -71% | -$143K |
|
5504
Avalo Therapeutics
AVTX
$156M
| $58.3K | ﹤0.01% |
6,134
+2,551
| +71% | +$24.2K |
|
5505
Healthcare Triangle
HCTI
$15.3M
| $58K | ﹤0.01% |
476
+423
| +798% | +$51.6K |
|
5506
Invesco CurrencyShares Australian Dollar Trust
FXA
$75.1M
| $58K | ﹤0.01% |
847
-8
| -0.9% | -$548 |
|
5507
RAPT Therapeutics
RAPT
$328M
| $58K | ﹤0.01% |
3,606
+32
| +0.9% | +$515 |
|
5508
ImmuCell
ICCC
$53.9M
| $57.9K | ﹤0.01% |
15,942
+13,267
| +496% | +$48.2K |
|
5509
Hydrofarm Holdings
HYFM
$15M
| $57.8K | ﹤0.01% |
8,390
+5,970
| +247% | +$41.1K |
|
5510
Riverview Bancorp
RVSB
$108M
| $57.7K | ﹤0.01% |
12,241
-696
| -5% | -$3.28K |
|
|
AEF
5511
abrdn Emerging Markets Equity Income Fund
AEF
$265M
| $57.6K | ﹤0.01% |
10,224
+681
| +7% | +$3.84K |
|
5512
Pacer Swan SOS Conservative January ETF
PSCX
$32.4M
| $57.4K | ﹤0.01% |
+2,116
| New | +$57.4K |
|
|
QIPT
5513
Quipt Home Medical
QIPT
$119M
| $57.3K | ﹤0.01% |
19,634
+6,904
| +54% | +$20.2K |
|
|
HTZWW
5514
Hertz Global Holdings Warrants
HTZWW
$320M
| $56.9K | ﹤0.01% |
25,973
-79,168
| -75% | -$173K |
|
|
NFGC
5515
New Found Gold
NFGC
$515M
| $56.7K | ﹤0.01% |
22,400
-455
| -2% | -$1.15K |
|
5516
D-Wave Quantum
QBTS
$9.19B
| $56.6K | ﹤0.01% |
57,590
+1,046
| +2% | +$1.03K |
|
5517
AbCellera Biologics
ABCL
$1.35B
| $56.5K | ﹤0.01% |
21,745
-73,246
| -77% | -$190K |
|
|
SMC
5518
Summit Midstream
SMC
$270M
| $56.5K | ﹤0.01% |
1,612
-11,431
| -88% | -$400K |
|
5519
Acumen Pharmaceuticals
ABOS
$76.3M
| $56.4K | ﹤0.01% |
22,751
+9,965
| +78% | +$24.7K |
|
5520
LeaderShares Activist Leaders ETF
ACTV
$11M
| $56.4K | ﹤0.01% |
+1,671
| New | +$56.4K |
|
5521
Direxion Daily Technology Bear 3x Shares
TECS
$47.4M
| $56.4K | ﹤0.01% |
1,055
-20
| -2% | -$1.07K |
|
|
GCAL
5522
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$112M
| $56.2K | ﹤0.01% |
+1,100
| New | +$56.2K |
|
5523
Cue Biopharma
CUE
$51.6M
| $56.2K | ﹤0.01% |
74,175
+15,159
| +26% | +$11.5K |
|
5524
1stdibs.com
DIBS
$104M
| $56.1K | ﹤0.01% |
12,725
+5,041
| +66% | +$22.2K |
|
5525
Fennec Pharmaceuticals
FENC
$241M
| $56.1K | ﹤0.01% |
11,223
+3,955
| +54% | +$19.8K |
|