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 | |
|---|---|---|---|---|---|---|
5626
Jeffs' Brands
JFBR
$3.13M
| $44.1K | ﹤0.01% |
662
+659
| +21,967% | +$43.9K |
|
|
DDL
5627
Dingdong
DDL
$457M
| $44K | ﹤0.01% |
22,128
+12,707
| +135% | +$25.3K |
|
5628
FT Vest US Equity Deep Buffer ETF April
DAPR
$287M
| $44K | ﹤0.01% |
1,246
-157
| -11% | -$5.55K |
|
5629
Contango ORE
CTGO
$304M
| $44K | ﹤0.01% |
2,434
-5,724
| -70% | -$103K |
|
5630
Quetta Acquisition Corp
QETA
$41.9M
| $43.9K | ﹤0.01% |
4,245
+4,244
| +424,400% | +$43.9K |
|
5631
ProShares Short High Yield
SJB
$68.2M
| $43.9K | ﹤0.01% |
2,590
-6,789
| -72% | -$115K |
|
|
SYUS
5632
DELISTED
Syntax Stratified U.S. Total Market ETF
SYUS
| $43.8K | ﹤0.01% |
928
+859
| +1,245% | +$40.6K |
|
5633
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.26B
| $43.8K | ﹤0.01% |
+1,083
| New | +$43.8K |
|
5634
Immatics
IMTX
$814M
| $43.7K | ﹤0.01% |
3,762
-394
| -9% | -$4.58K |
|
5635
Direxion Daily AMZN Bear 1X Shares
AMZD
$6.2M
| $43.6K | ﹤0.01% |
3,236
+3,136
| +3,136% | +$42.3K |
|
5636
Adverum Biotechnologies
ADVM
$78.9M
| $43.6K | ﹤0.01% |
6,358
+5,426
| +582% | +$37.2K |
|
5637
Innovator Growth-100 Power Buffer ETF October
NOCT
$162M
| $43.6K | ﹤0.01% |
+889
| New | +$43.6K |
|
5638
Gambling.com
GAMB
$295M
| $43.5K | ﹤0.01% |
5,288
-10,120
| -66% | -$83.2K |
|
5639
Stratus Properties
STRS
$176M
| $43.5K | ﹤0.01% |
1,723
-3,892
| -69% | -$98.2K |
|
|
MSB
5640
Mesabi Trust
MSB
$406M
| $43.4K | ﹤0.01% |
2,519
-1,166
| -32% | -$20.1K |
|
5641
Monogram Orthopaedics
MGRM
$237M
| $43.4K | ﹤0.01% |
20,187
+13,680
| +210% | +$29.4K |
|
5642
Eagle Bancorp Montana
EBMT
$140M
| $43.3K | ﹤0.01% |
3,265
+2,808
| +614% | +$37.3K |
|
5643
Global X 1-3 Month T-Bill ETF
CLIP
$1.52B
| $43.2K | ﹤0.01% |
+430
| New | +$43.2K |
|
5644
Dragonfly Energy
DFLI
$17.4M
| $43.2K | ﹤0.01% |
5,673
+2,365
| +71% | +$18K |
|
|
EEMD
5645
DELISTED
AAM S&P Emerging Markets High Dividend Value ETF
EEMD
| $43.1K | ﹤0.01% |
2,360
+2,237
| +1,819% | +$40.9K |
|
5646
LiveWire
LVWR
$1.07B
| $43.1K | ﹤0.01% |
5,628
-13,824
| -71% | -$106K |
|
5647
ProShares Nasdaq-100 Dorsey Wright Momentum ETF
QQQA
$10.3M
| $43.1K | ﹤0.01% |
937
+905
| +2,828% | +$41.6K |
|
5648
Taoping
TAOP
$4.24M
| $43.1K | ﹤0.01% |
2,046
+1,872
| +1,076% | +$39.4K |
|
|
AKTX
5649
Akari Therapeutics
AKTX
$26.5M
| $43.1K | ﹤0.01% |
+15,953
| New | +$43.1K |
|
5650
ReNew
RNW
$2.76B
| $43K | ﹤0.01% |
6,888
+5,501
| +397% | +$34.3K |
|