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 |
Microsoft
MSFT
|
+$3.04B |
| 2 |
Apple
AAPL
|
+$2B |
| 3 |
NVIDIA
NVDA
|
+$1.79B |
| 4 |
Amazon
AMZN
|
+$1.24B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.03B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$555M |
| 2 |
Schlumberger
SLB
|
+$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$362M |
| 4 |
iShares Gold Trust
IAU
|
+$322M |
| 5 |
CRH
CRH
|
+$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VRNA
5576
Verona Pharma
VRNA
$9.19B
| $29.5K | ﹤0.01% |
1,835
-179
| -9% | -$2.88K |
|
5577
Twin Disc
TWIN
$194M
| $29.5K | ﹤0.01% |
1,786
-1,655
| -48% | -$27.4K |
|
5578
Chanson International
CHSN
$3.3M
| $29.5K | ﹤0.01% |
230
+192
| +505% | +$24.6K |
|
5579
Oblong
OBLG
$7.12M
| $29.3K | ﹤0.01% |
5,389
+5,385
| +134,625% | +$29.3K |
|
5580
Alaunos Therapeutics
TCRT
$5.51M
| $29.3K | ﹤0.01% |
1,619
+591
| +57% | +$10.7K |
|
5581
Horizon Space Acquisition I Corp. Unit
HSPOU
| $29.3K | ﹤0.01% |
+2,674
| New | +$29.3K |
|
|
DESP
5582
DELISTED
Despegar.com
DESP
| $29.3K | ﹤0.01% |
2,446
-7,840
| -76% | -$93.8K |
|
5583
Vicarious Surgical
RBOT
$34.9M
| $29.2K | ﹤0.01% |
3,231
-696
| -18% | -$6.29K |
|
|
HGAS
5584
DELISTED
Global Gas Corporation Class A Common Stock
HGAS
| $29.1K | ﹤0.01% |
21,253
+20,253
| +2,025% | +$27.7K |
|
5585
Ultralife
ULBI
$119M
| $29K | ﹤0.01% |
3,293
-1,390
| -30% | -$12.2K |
|
5586
MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN
OILU
$35.5M
| $29K | ﹤0.01% |
+613
| New | +$29K |
|
5587
Teucrium Corn Fund
CORN
$49.2M
| $28.7K | ﹤0.01% |
+1,422
| New | +$28.7K |
|
|
IRD
5588
Opus Genetics, Inc. Common Stock
IRD
$89.3M
| $28.6K | ﹤0.01% |
14,228
+8,830
| +164% | +$17.7K |
|
|
LUNRW
5589
DELISTED
Intuitive Machines, Inc. Warrants
LUNRW
| $28.5K | ﹤0.01% |
+16,289
| New | +$28.5K |
|
5590
AdvisorShares Pure Cannabis ETF
YOLO
$42.4M
| $28.4K | ﹤0.01% |
6,958
-5,182
| -43% | -$21.1K |
|
5591
Cocrystal Pharma
COCP
$13M
| $28.4K | ﹤0.01% |
20,258
+20,091
| +12,031% | +$28.1K |
|
|
HYZN
5592
DELISTED
Hyzon Motors Inc. Class A Common Stock
HYZN
| $28.2K | ﹤0.01% |
765
-41
| -5% | -$1.51K |
|
5593
Alpha Pro Tech
APT
$50.5M
| $28.2K | ﹤0.01% |
4,515
+4,458
| +7,821% | +$27.8K |
|
|
NXU
5594
DELISTED
Nxu, Inc. Class A Common Stock
NXU
| $28.1K | ﹤0.01% |
2,057
+2,053
| +51,325% | +$28K |
|
5595
Danaos Corp
DAC
$1.74B
| $27.8K | ﹤0.01% |
385
-1,686
| -81% | -$122K |
|
5596
Broadwind
BWEN
$48.8M
| $27.8K | ﹤0.01% |
11,666
+8,965
| +332% | +$21.3K |
|
5597
ProShares UltraShort S&P500
SDS
$453M
| $27.6K | ﹤0.01% |
1,112
-8,217
| -88% | -$204K |
|
5598
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$267M
| $27.6K | ﹤0.01% |
987
+89
| +10% | +$2.49K |
|
5599
KraneShares MSCI All China Health Care Index ETF
KURE
$107M
| $27.5K | ﹤0.01% |
1,893
+114
| +6% | +$1.66K |
|
5600
Biomerica
BMRA
$8.22M
| $27.5K | ﹤0.01% |
4,131
+3,496
| +551% | +$23.3K |
|