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 |
NVIDIA
NVDA
|
+$1.37B |
| 2 |
Apple
AAPL
|
+$1.22B |
| 3 |
Microsoft
MSFT
|
+$1.11B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$885M |
| 5 |
Nike
NKE
|
+$833M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$398M |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
+$385M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$351M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$263M |
| 5 |
NRG Energy
NRG
|
+$239M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 10.23% |
| 3 | Healthcare | 7.95% |
| 4 | Consumer Discretionary | 7.27% |
| 5 | Communication Services | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ESSA
5551
DELISTED
ESSA Bancorp
ESSA
| $48.4K | ﹤0.01% |
2,753
-5,983
| -68% | -$105K |
|
|
VSTE
5552
DELISTED
Vast Renewables
VSTE
| $48.4K | ﹤0.01% |
+21,238
| New | +$48.4K |
|
5553
Invesco DB Precious Metals Fund
DBP
$211M
| $48.2K | ﹤0.01% |
841
-929
| -52% | -$53.2K |
|
5554
RH Tactical Outlook ETF
RHTX
$8.29M
| $48.1K | ﹤0.01% |
3,169
+3,110
| +5,271% | +$47.2K |
|
5555
iShares MSCI United Kingdom Small-Cap ETF
EWUS
$40.3M
| $48K | ﹤0.01% |
+1,352
| New | +$48K |
|
5556
Atlanticus Holdings
ATLC
$1.06B
| $47.9K | ﹤0.01% |
1,701
-3,684
| -68% | -$104K |
|
5557
Reservoir Media
RSVR
$518M
| $47.8K | ﹤0.01% |
6,050
-13,850
| -70% | -$109K |
|
5558
Zhongchao
ZCMD
$28.8M
| $47.8K | ﹤0.01% |
+36,199
| New | +$47.8K |
|
5559
Rekor Systems
REKR
$226M
| $47.8K | ﹤0.01% |
30,807
+23,164
| +303% | +$35.9K |
|
5560
Sidus Space
SIDU
$27.5M
| $47.7K | ﹤0.01% |
+20,397
| New | +$47.7K |
|
5561
Bridgford Foods
BRID
$73.1M
| $47.7K | ﹤0.01% |
4,752
+2,455
| +107% | +$24.6K |
|
5562
Lifetime Brands
LCUT
$86.6M
| $47.7K | ﹤0.01% |
5,550
+3,928
| +242% | +$33.7K |
|
5563
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$568M
| $47.6K | ﹤0.01% |
+510
| New | +$47.6K |
|
|
DHY
5564
Credit Suisse High Yield Credit Fund
DHY
$218M
| $47.6K | ﹤0.01% |
23,560
| – | – |
|
5565
Purple Innovation
PRPL
$113M
| $47.6K | ﹤0.01% |
45,753
-14,495
| -24% | -$15.1K |
|
5566
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
$353M
| $47.5K | ﹤0.01% |
1,839
+1,807
| +5,647% | +$46.7K |
|
5567
Q32 Bio
QTTB
$22.6M
| $47.5K | ﹤0.01% |
2,646
+1,706
| +181% | +$30.6K |
|
5568
Tiziana Life Sciences
TLSA
$213M
| $47.4K | ﹤0.01% |
51,617
+19,763
| +62% | +$18.2K |
|
5569
Direxion Daily South Korea Bull 3X Shares
KORU
$130M
| $47.3K | ﹤0.01% |
562
+523
| +1,341% | +$44K |
|
|
NA
5570
Nano Labs
NA
$125M
| $47.2K | ﹤0.01% |
10,616
+10,613
| +353,767% | +$47.2K |
|
5571
Nautilus Biotechnolgy
NAUT
$86M
| $47.2K | ﹤0.01% |
20,153
-31,434
| -61% | -$73.6K |
|
|
SING
5572
DELISTED
SinglePoint Inc.
SING
| $47.1K | ﹤0.01% |
2,840
+2,548
| +873% | +$42.3K |
|
5573
Future Fuel
FF
$169M
| $47.1K | ﹤0.01% |
9,189
-29,113
| -76% | -$149K |
|
5574
Townsquare Media
TSQ
$115M
| $47.1K | ﹤0.01% |
4,296
-7,420
| -63% | -$81.3K |
|
|
FFNW
5575
DELISTED
First Financial Northwest, Inc
FFNW
| $46.9K | ﹤0.01% |
2,218
+1,806
| +438% | +$38.2K |
|