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 | |
|---|---|---|---|---|---|---|
5551
Immatics
IMTX
$793M
| $54.2K | ﹤0.01% |
4,751
+989
| +26% | +$11.3K |
|
|
MRM
5552
MEDIROM Healthcare Technologies
MRM
$14.1M
| $54.1K | ﹤0.01% |
18,037
+18,007
| +60,023% | +$54K |
|
5553
ProShares Short MidCap400
MYY
$3.47M
| $54K | ﹤0.01% |
2,829
+1,085
| +62% | +$20.7K |
|
5554
Marker Therapeutics
MRKR
$12.4M
| $53.9K | ﹤0.01% |
+19,104
| New | +$53.9K |
|
5555
ProShares S&P 500 ex-Health Care ETF
SPXV
$33.6M
| $53.7K | ﹤0.01% |
+874
| New | +$53.7K |
|
5556
ProShares UltraShort Yen
YCS
$24.3M
| $53.6K | ﹤0.01% |
+1,378
| New | +$53.6K |
|
|
NVRO
5557
DELISTED
NEVRO CORP.
NVRO
| $53.6K | ﹤0.01% |
9,581
-4,422
| -32% | -$24.7K |
|
5558
Invivyd
IVVD
$255M
| $53.6K | ﹤0.01% |
52,501
+28,397
| +118% | +$29K |
|
5559
First Trust Active Factor Mid Cap ETF
AFMC
$85.9M
| $53.5K | ﹤0.01% |
1,661
+1,561
| +1,561% | +$50.3K |
|
|
DHY
5560
Credit Suisse High Yield Credit Fund
DHY
$218M
| $53.5K | ﹤0.01% |
23,560
| – | – |
|
5561
DiaMedica Therapeutics
DMAC
$346M
| $53.4K | ﹤0.01% |
+12,739
| New | +$53.4K |
|
5562
ESH Acquisition Corp
ESHA
| $53.4K | ﹤0.01% |
5,030
+3,601
| +252% | +$38.2K |
|
|
VACHU
5563
Voyager Acquisition Corp Unit
VACHU
| $53.3K | ﹤0.01% |
+5,332
| New | +$53.3K |
|
5564
ALX Oncology
ALXO
$66.4M
| $53.2K | ﹤0.01% |
29,240
+13,787
| +89% | +$25.1K |
|
|
COE
5565
51Talk Online Education Group
COE
$270M
| $53.1K | ﹤0.01% |
3,215
-5,729
| -64% | -$94.7K |
|
5566
LiveWire
LVWR
$1.09B
| $52.9K | ﹤0.01% |
8,667
+3,039
| +54% | +$18.5K |
|
5567
Future FinTech Group
FTFT
$7.11M
| $52.8K | ﹤0.01% |
14,055
+13,002
| +1,235% | +$48.9K |
|
|
ORBS
5568
Eightco Holdings
ORBS
$2.43B
| $52.6K | ﹤0.01% |
22,015
+8,358
| +61% | +$20K |
|
5569
Madison Aggregate Bond ETF
MAGG
$66.7M
| $52.6K | ﹤0.01% |
2,513
+2,282
| +988% | +$47.8K |
|
5570
The ONE Group
STKS
$79.9M
| $52.5K | ﹤0.01% |
14,255
+6,546
| +85% | +$24.1K |
|
5571
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$146M
| $52.4K | ﹤0.01% |
1,378
-25,880
| -95% | -$984K |
|
5572
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
$353M
| $52.3K | ﹤0.01% |
1,466
-373
| -20% | -$13.3K |
|
5573
BankFinancial
BFIN
$154M
| $52.2K | ﹤0.01% |
4,287
+3,665
| +589% | +$44.6K |
|
5574
ProShares UltraPro Short MidCap400
SMDD
$2.35M
| $52.1K | ﹤0.01% |
2,859
+1,939
| +211% | +$35.4K |
|
|
COLO
5575
Global X MSCI Colombia ETF
COLO
$104M
| $52.1K | ﹤0.01% |
2,217
+1,324
| +148% | +$31.1K |
|