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 | |
|---|---|---|---|---|---|---|
5576
iShares LifePath Target Date 2035 ETF
ITDC
$55.5M
| $111K | ﹤0.01% |
+3,709
| New | +$111K |
|
5577
Cibus
CBUS
$74.6M
| $111K | ﹤0.01% |
39,821
+24,356
| +157% | +$67.7K |
|
|
QPFF
5578
DELISTED
American Century Quality Preferred ETF
QPFF
| $111K | ﹤0.01% |
3,076
+3,001
| +4,001% | +$108K |
|
5579
CB Financial Services
CBFV
$169M
| $110K | ﹤0.01% |
3,864
-1,116
| -22% | -$31.9K |
|
5580
Vertical Aerospace
EVTL
$565M
| $110K | ﹤0.01% |
8,774
+122
| +1% | +$1.54K |
|
5581
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
$55.4M
| $110K | ﹤0.01% |
1,271
+2
| +0.2% | +$174 |
|
5582
Citius Pharmaceuticals
CTXR
$20.2M
| $110K | ﹤0.01% |
27,567
+27,543
| +114,763% | +$110K |
|
5583
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$111M
| $110K | ﹤0.01% |
1,594
+725
| +83% | +$50.1K |
|
5584
Star Holdings Shares of Beneficial Interest
STHO
$110M
| $110K | ﹤0.01% |
11,300
+4,257
| +60% | +$41.4K |
|
5585
Allbirds
BIRD
$49.8M
| $109K | ﹤0.01% |
15,695
+15,588
| +14,568% | +$109K |
|
5586
FingerMotion
FNGR
$95.6M
| $109K | ﹤0.01% |
90,952
+83,974
| +1,203% | +$101K |
|
|
NUAI
5587
New Era Energy & Digital Inc
NUAI
$14.1M
| $109K | ﹤0.01% |
+18,159
| New | +$109K |
|
5588
ProShares Big Data Refiners ETF
DAT
$7.32M
| $109K | ﹤0.01% |
2,482
+1,337
| +117% | +$58.7K |
|
5589
Roma Green Finance Ltd
ROMA
$189M
| $108K | ﹤0.01% |
138,770
+38,490
| +38% | +$30K |
|
5590
Outdoor Holding Co
POWW
$169M
| $108K | ﹤0.01% |
98,263
+50,699
| +107% | +$55.8K |
|
5591
Roadzen
RDZN
$69.8M
| $108K | ﹤0.01% |
49,524
-24,827
| -33% | -$54.1K |
|
|
KNDI
5592
Kandi Technologies Group
KNDI
$110M
| $108K | ﹤0.01% |
89,943
+88,533
| +6,279% | +$106K |
|
|
MHI
5593
DELISTED
Pioneer Municipal High Income Fund
MHI
| $108K | ﹤0.01% |
11,638
-4,610
| -28% | -$42.7K |
|
5594
BuzzFeed
BZFD
$68.5M
| $108K | ﹤0.01% |
40,357
+24,632
| +157% | +$65.8K |
|
5595
ARB IOT Group
ARBB
$11M
| $107K | ﹤0.01% |
14,575
+13,577
| +1,360% | +$100K |
|
5596
Information Services Group
III
$259M
| $107K | ﹤0.01% |
32,103
+15,210
| +90% | +$50.8K |
|
5597
ProShares Ultra Russell2000
UWM
$402M
| $107K | ﹤0.01% |
+2,554
| New | +$107K |
|
5598
Black Diamond Therapeutics
BDTX
$187M
| $107K | ﹤0.01% |
49,893
+11,436
| +30% | +$24.5K |
|
|
PAMT
5599
PAMT Corp
PAMT
$259M
| $107K | ﹤0.01% |
6,514
+3,008
| +86% | +$49.3K |
|
5600
Hartford Municipal Opportunities ETF
HMOP
$589M
| $107K | ﹤0.01% |
+2,758
| New | +$107K |
|