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 | |
|---|---|---|---|---|---|---|
5626
SoFi Enhanced Yield ETF
THTA
$34.6M
| $103K | ﹤0.01% |
5,365
+1,537
| +40% | +$29.4K |
|
|
AIVC
5627
Amplify Bloomberg AI Value Chain ETF
AIVC
$31.8M
| $103K | ﹤0.01% |
2,112
+1,482
| +235% | +$71.9K |
|
5628
SCYNEXIS
SCYX
$47M
| $102K | ﹤0.01% |
84,567
+69,559
| +463% | +$84.2K |
|
5629
Direxion Daily CSI 300 China A Share Bull 2X Shares
CHAU
$163M
| $102K | ﹤0.01% |
7,004
+7,000
| +175,000% | +$102K |
|
5630
Outset Medical
OM
$252M
| $102K | ﹤0.01% |
6,127
+5,883
| +2,411% | +$98K |
|
5631
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.81B
| $102K | ﹤0.01% |
+3,392
| New | +$102K |
|
5632
CervoMed
CRVO
$67.8M
| $101K | ﹤0.01% |
43,365
+40,828
| +1,609% | +$95.5K |
|
|
EDAP
5633
EDAP TMS
EDAP
$93.5M
| $101K | ﹤0.01% |
45,864
+43,958
| +2,306% | +$97.1K |
|
5634
FT Vest US Equity Deep Buffer ETF February
DFEB
$410M
| $101K | ﹤0.01% |
2,369
-8,605
| -78% | -$367K |
|
5635
Dare Bioscience
DARE
$28.6M
| $101K | ﹤0.01% |
32,393
+31,508
| +3,560% | +$98.3K |
|
5636
Garden Stage Ltd
GSIW
$11M
| $101K | ﹤0.01% |
151,694
+132,094
| +674% | +$88K |
|
|
DEVS
5637
DevvStream Corp
DEVS
$9.31M
| $101K | ﹤0.01% |
13,380
+13,376
| +334,400% | +$101K |
|
|
TONX
5638
TON Strategy Co
TONX
$413M
| $100K | ﹤0.01% |
15,358
+14,186
| +1,210% | +$92.8K |
|
5639
SPDR Nuveen Municipal Bond ETF
MBND
$28.7M
| $100K | ﹤0.01% |
+3,650
| New | +$100K |
|
|
INZY
5640
DELISTED
Inozyme Pharma
INZY
| $100K | ﹤0.01% |
36,175
+10,411
| +40% | +$28.8K |
|
5641
YieldMax Innovation Option Income Strategy ETF
OARK
$94.3M
| $100K | ﹤0.01% |
9,854
+8,796
| +831% | +$89.4K |
|
5642
Swvl Holdings
SWVL
$32.9M
| $99.9K | ﹤0.01% |
15,657
+15,435
| +6,953% | +$98.5K |
|
5643
Lee Enterprises
LEE
$33.8M
| $99.8K | ﹤0.01% |
6,755
+6,417
| +1,899% | +$94.8K |
|
5644
Kezar Life Sciences
KZR
$27.5M
| $99.7K | ﹤0.01% |
14,840
+14,800
| +37,000% | +$99.5K |
|
|
ERH
5645
Allspring Utilities & High Income Fund
ERH
$108M
| $99.3K | ﹤0.01% |
9,262
-1,346
| -13% | -$14.4K |
|
|
EXEEL
5646
Expand Energy Corp Class C Warrants
EXEEL
$993M
| $99.2K | ﹤0.01% |
1,147
+750
| +189% | +$64.9K |
|
5647
Invesco S&P SmallCap Momentum ETF
XSMO
$1.9B
| $99.2K | ﹤0.01% |
1,500
-2,500
| -63% | -$165K |
|
5648
AirSculpt Technologies
AIRS
$409M
| $99.1K | ﹤0.01% |
19,100
+11,791
| +161% | +$61.2K |
|
5649
Flexible Solutions
FSI
$126M
| $98.9K | ﹤0.01% |
27,407
-18,389
| -40% | -$66.4K |
|
5650
Franklin FTSE Asia ex Japan ETF
FLAX
$34.5M
| $98.8K | ﹤0.01% |
4,350
+3,650
| +521% | +$82.9K |
|