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 | |
|---|---|---|---|---|---|---|
5651
Hartford Quality Value ETF
QUVU
$185M
| $43K | ﹤0.01% |
1,757
+1,230
| +233% | +$30.1K |
|
5652
Lee Enterprises
LEE
$33.8M
| $43K | ﹤0.01% |
3,866
+3,816
| +7,632% | +$42.4K |
|
5653
Evogene
EVGN
$10.3M
| $42.9K | ﹤0.01% |
6,601
+351
| +6% | +$2.28K |
|
5654
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
$56.5M
| $42.9K | ﹤0.01% |
1,260
-51
| -4% | -$1.74K |
|
5655
InfraCap Equity Income Fund ETF
ICAP
$69.5M
| $42.9K | ﹤0.01% |
1,744
+1,408
| +419% | +$34.6K |
|
5656
BlackSky Technology
BKSY
$744M
| $42.8K | ﹤0.01% |
4,999
-10,503
| -68% | -$89.9K |
|
5657
Hitek Global
HKIT
$52.2M
| $42.8K | ﹤0.01% |
25,611
+14,377
| +128% | +$24K |
|
|
ELEV
5658
DELISTED
Elevation Oncology
ELEV
| $42.7K | ﹤0.01% |
15,829
-106,736
| -87% | -$288K |
|
5659
Tivic Health Systems
TIVC
$4.83M
| $42.6K | ﹤0.01% |
+6,432
| New | +$42.6K |
|
|
BBU
5660
Brookfield Business Partners
BBU
$2.46B
| $42.5K | ﹤0.01% |
2,255
-5,097
| -69% | -$96.1K |
|
5661
Tradr TSLA Bear Daily ETF
TSLQ
$251M
| $42.5K | ﹤0.01% |
+221
| New | +$42.5K |
|
5662
Scully Royalty
SRL
$84.7M
| $42.4K | ﹤0.01% |
5,956
-4,628
| -44% | -$33K |
|
5663
NN Inc
NNBR
$113M
| $42.1K | ﹤0.01% |
14,036
+3,432
| +32% | +$10.3K |
|
5664
Skye Bioscience
SKYE
$124M
| $42.1K | ﹤0.01% |
+5,250
| New | +$42.1K |
|
5665
LivePerson
LPSN
$97.5M
| $42K | ﹤0.01% |
72,305
-519,060
| -88% | -$302K |
|
|
NCTY
5666
The9 Ltd
NCTY
$139M
| $42K | ﹤0.01% |
+4,808
| New | +$42K |
|
5667
Inspire Veterinary Partners
IVP
$3.18M
| $41.8K | ﹤0.01% |
+1,059
| New | +$41.8K |
|
5668
Kewaunee Scientific
KEQU
$126M
| $41.8K | ﹤0.01% |
+885
| New | +$41.8K |
|
5669
Prelude Therapeutics
PRLD
$55.7M
| $41.7K | ﹤0.01% |
10,934
-4,721
| -30% | -$18K |
|
5670
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$253M
| $41.7K | ﹤0.01% |
2,336
-2,556
| -52% | -$45.6K |
|
5671
Dawson Geophysical
DWSN
$53.4M
| $41.5K | ﹤0.01% |
+21,287
| New | +$41.5K |
|
|
NTZ
5672
Natuzzi
NTZ
$38.7M
| $41.5K | ﹤0.01% |
8,461
+8,424
| +22,768% | +$41.3K |
|
5673
Capricor Therapeutics
CAPR
$304M
| $41.4K | ﹤0.01% |
8,687
+7,187
| +479% | +$34.3K |
|
5674
LINKBANCORP
LNKB
$275M
| $41.3K | ﹤0.01% |
6,741
+1,605
| +31% | +$9.82K |
|
5675
Turkcell
TKC
$5.25B
| $41.2K | ﹤0.01% |
5,440
+2,322
| +74% | +$17.6K |
|