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 |
Strategy Inc
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5526
BTC Digital
BTCT
$27.5M
| $121K | ﹤0.01% |
+25,273
| New | +$121K |
|
5527
National Bankshares
NKSH
$196M
| $121K | ﹤0.01% |
4,206
-228
| -5% | -$6.55K |
|
|
AIXI
5528
Xiao-I
AIXI
$23.3M
| $120K | ﹤0.01% |
+20,847
| New | +$120K |
|
|
TSSI
5529
TSS Inc
TSSI
$458M
| $120K | ﹤0.01% |
+10,117
| New | +$120K |
|
5530
Forafric Global
AFRI
$246M
| $120K | ﹤0.01% |
11,705
-70
| -0.6% | -$718 |
|
5531
Invesco DB Energy Fund
DBE
$49.1M
| $120K | ﹤0.01% |
6,459
-29,209
| -82% | -$542K |
|
|
AHT
5532
Ashford Hospitality Trust
AHT
$36.3M
| $120K | ﹤0.01% |
16,657
+13,189
| +380% | +$94.8K |
|
|
HIVE
5533
HIVE Digital Technologies
HIVE
$870M
| $119K | ﹤0.01% |
41,785
+20,348
| +95% | +$58K |
|
5534
DHI Group
DHX
$138M
| $119K | ﹤0.01% |
67,278
+44,997
| +202% | +$79.6K |
|
|
ACLC
5535
American Century Large Cap Equity ETF
ACLC
$250M
| $119K | ﹤0.01% |
1,685
+330
| +24% | +$23.3K |
|
|
CCEC
5536
Capital Clean Energy Carriers
CCEC
$1.29B
| $118K | ﹤0.01% |
6,454
+3,305
| +105% | +$60.7K |
|
|
CRT
5537
Cross Timbers Royalty Trust
CRT
$45.9M
| $118K | ﹤0.01% |
11,965
-12,911
| -52% | -$128K |
|
5538
SOPHiA GENETICS
SOPH
$224M
| $118K | ﹤0.01% |
38,553
+30,783
| +396% | +$94.5K |
|
5539
Maris-Tech
MTEK
$29.1M
| $118K | ﹤0.01% |
23,482
+17,145
| +271% | +$86.4K |
|
5540
Direxion Daily S&P 500 High Beta Bear 3X Shares
HIBS
$27.5M
| $118K | ﹤0.01% |
6,197
-51
| -0.8% | -$971 |
|
|
IMA
5541
ImageneBio Inc
IMA
$92.2M
| $118K | ﹤0.01% |
5,988
+5,982
| +99,700% | +$118K |
|
5542
Bit Origin
BTOG
$37.7M
| $118K | ﹤0.01% |
120,139
+111,388
| +1,273% | +$109K |
|
5543
Chemung Financial Corp
CHMG
$254M
| $117K | ﹤0.01% |
2,403
-1,039
| -30% | -$50.7K |
|
|
CXH
5544
MFS Investment Grade Municipal Trust
CXH
$64.6M
| $117K | ﹤0.01% |
14,671
-896
| -6% | -$7.16K |
|
5545
Franklin FTSE Brazil ETF
FLBR
$226M
| $117K | ﹤0.01% |
8,283
+3,629
| +78% | +$51.4K |
|
5546
The SPAC and New Issue ETF
SPCX
$9.3M
| $117K | ﹤0.01% |
4,975
+4,648
| +1,421% | +$109K |
|
5547
Velocity Financial
VEL
$710M
| $117K | ﹤0.01% |
5,976
+1,450
| +32% | +$28.4K |
|
5548
Silicom
SILC
$96M
| $117K | ﹤0.01% |
7,152
+2,660
| +59% | +$43.4K |
|
5549
CuriosityStream
CURI
$305M
| $116K | ﹤0.01% |
75,807
+929
| +1% | +$1.42K |
|
5550
Amplify Travel Tech ETF
AWAY
$42.7M
| $116K | ﹤0.01% |
5,391
-4,307
| -44% | -$92.3K |
|