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 | |
|---|---|---|---|---|---|---|
5526
Greenwave Technology Solutions
GWAV
$4.01M
| $55.9K | ﹤0.01% |
+1,191
| New | +$55.9K |
|
5527
enVVeno Medical
NVNO
$18M
| $55.9K | ﹤0.01% |
16,626
-174
| -1% | -$585 |
|
5528
Chijet Motors
CJET
$5.51M
| $55.8K | ﹤0.01% |
+24,278
| New | +$55.8K |
|
5529
iShares MSCI Austria ETF
EWO
$109M
| $55.8K | ﹤0.01% |
2,445
+50
| +2% | +$1.14K |
|
5530
Rigetti Computing
RGTI
$9.25B
| $55.8K | ﹤0.01% |
71,251
+23,955
| +51% | +$18.8K |
|
5531
Information Services Group
III
$259M
| $55.7K | ﹤0.01% |
16,893
+5,962
| +55% | +$19.7K |
|
5532
Harvard Bioscience
HBIO
$20.9M
| $55.7K | ﹤0.01% |
20,722
+6,866
| +50% | +$18.5K |
|
|
BBU
5533
Brookfield Business Partners
BBU
$2.46B
| $55.4K | ﹤0.01% |
2,377
+122
| +5% | +$2.84K |
|
5534
REX FANG & Innovation Equity Premium Income ETF
FEPI
$528M
| $55.3K | ﹤0.01% |
+1,079
| New | +$55.3K |
|
5535
AC Immune
ACIU
$246M
| $55.3K | ﹤0.01% |
14,628
-1,512
| -9% | -$5.72K |
|
5536
Rimini Street
RMNI
$425M
| $55.3K | ﹤0.01% |
29,883
+8,958
| +43% | +$16.6K |
|
5537
ProShares Ultra Energy
DIG
$71.2M
| $55.2K | ﹤0.01% |
1,436
-3,271
| -69% | -$126K |
|
5538
Porch Group
PRCH
$1.97B
| $55.2K | ﹤0.01% |
35,961
+13,698
| +62% | +$21K |
|
5539
Dogness International Corp
DOGZ
$196M
| $55.1K | ﹤0.01% |
2,032
-220
| -10% | -$5.97K |
|
|
AGEN
5540
Agenus
AGEN
$140M
| $55.1K | ﹤0.01% |
10,053
-26,368
| -72% | -$144K |
|
5541
Euroseas
ESEA
$438M
| $55.1K | ﹤0.01% |
1,385
-361
| -21% | -$14.4K |
|
5542
FMQQ The Next Frontier Internet & Ecommerce ETF
FMQQ
$33.5M
| $54.9K | ﹤0.01% |
4,069
+321
| +9% | +$4.33K |
|
|
APTO
5543
DELISTED
Aptose Biosciences, Inc.
APTO
| $54.9K | ﹤0.01% |
+4,449
| New | +$54.9K |
|
5544
HWH International
HWH
$18.2M
| $54.8K | ﹤0.01% |
12,461
+7,846
| +170% | +$34.5K |
|
5545
WM Technology
MAPS
$135M
| $54.7K | ﹤0.01% |
62,844
+14,431
| +30% | +$12.6K |
|
|
HYB
5546
DELISTED
New America High Income Fund, Inc.
HYB
| $54.7K | ﹤0.01% |
6,563
+437
| +7% | +$3.64K |
|
|
SRG
5547
Seritage Growth Properties
SRG
$232M
| $54.6K | ﹤0.01% |
11,750
-12,846
| -52% | -$59.7K |
|
5548
Xtrackers Low Beta High Yield Bond ETF
HYDW
$147M
| $54.5K | ﹤0.01% |
1,152
+369
| +47% | +$17.5K |
|
5549
Verastem
VSTM
$557M
| $54.5K | ﹤0.01% |
18,239
+10,563
| +138% | +$31.6K |
|
|
NRT
5550
North European Oil Royalty Trust
NRT
$47.1M
| $54.5K | ﹤0.01% |
+10,385
| New | +$54.5K |
|