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 | |
|---|---|---|---|---|---|---|
|
ETH
5676
Grayscale Ethereum Mini Trust ETF
ETH
$2.23B
| $94.6K | ﹤0.01% |
+3,004
| New | +$94.6K |
|
|
PLRZ
5677
Polyrizon Ltd
PLRZ
$6.71M
| $94.1K | ﹤0.01% |
+173
| New | +$94.1K |
|
5678
Stereotaxis
STXS
$256M
| $93.8K | ﹤0.01% |
41,147
+28,504
| +225% | +$65K |
|
5679
VanEck India Growth Leaders ETF
GLIN
$129M
| $93.7K | ﹤0.01% |
+1,905
| New | +$93.7K |
|
|
SPLP
5680
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
| $93.5K | ﹤0.01% |
2,197
-487
| -18% | -$20.7K |
|
5681
First Trust Merger Arbitrage ETF
MARB
$35.2M
| $93.4K | ﹤0.01% |
+4,698
| New | +$93.4K |
|
5682
authID Inc
AUID
$41.8M
| $93.4K | ﹤0.01% |
15,507
+7,937
| +105% | +$47.8K |
|
5683
Pioneer Bancorp
PBFS
$336M
| $93.2K | ﹤0.01% |
8,089
+2,593
| +47% | +$29.9K |
|
5684
ESS Tech
GWH
$21.9M
| $92.9K | ﹤0.01% |
+15,799
| New | +$92.9K |
|
5685
Neonode
NEON
$68M
| $92.9K | ﹤0.01% |
11,285
+9,872
| +699% | +$81.2K |
|
5686
Traeger
COOK
$177M
| $92.6K | ﹤0.01% |
38,744
+18,205
| +89% | +$43.5K |
|
|
KG
5687
Kestrel Group
KG
$225M
| $92.5K | ﹤0.01% |
2,738
+158
| +6% | +$5.34K |
|
5688
Northern Technologies International Corp
NTIC
$73.1M
| $92.3K | ﹤0.01% |
6,844
+2,636
| +63% | +$35.6K |
|
5689
Linkage Global
LGCB
$26.7M
| $92.3K | ﹤0.01% |
20,883
+19,010
| +1,015% | +$84K |
|
|
GOEV
5690
DELISTED
Canoo Inc. Class A Common Stock
GOEV
| $92.1K | ﹤0.01% |
65,287
+63,722
| +4,072% | +$89.8K |
|
5691
Great Elm Capital Corp
GECC
$149M
| $91.9K | ﹤0.01% |
8,359
+8,358
| +835,800% | +$91.9K |
|
|
PFIE
5692
DELISTED
Profire Energy, Inc
PFIE
| $91.8K | ﹤0.01% |
36,145
+5,884
| +19% | +$14.9K |
|
5693
Odyssey Marine Exploration
OMEX
$82.2M
| $91.7K | ﹤0.01% |
127,414
-99,111
| -44% | -$71.4K |
|
5694
Wrap Technologies
WRAP
$132M
| $91.1K | ﹤0.01% |
42,965
+28,869
| +205% | +$61.2K |
|
|
METD
5695
Direxion Daily META Bear 1X Shares
METD
$6.56M
| $91K | ﹤0.01% |
4,593
+4,335
| +1,680% | +$85.9K |
|
5696
Sprott Nickel Miners ETF
NIKL
$11M
| $91K | ﹤0.01% |
8,546
-2,809
| -25% | -$29.9K |
|
5697
Mannatech
MTEX
$16.8M
| $90.7K | ﹤0.01% |
6,753
+3,056
| +83% | +$41K |
|
5698
Invesco Total Return Bond ETF
GTO
$1.94B
| $90.7K | ﹤0.01% |
+1,954
| New | +$90.7K |
|
5699
Aztlan Global Stock Selection DM SMID ETF
AZTD
$32.6M
| $90.6K | ﹤0.01% |
3,958
-28
| -0.7% | -$641 |
|
|
DTF
5700
DTF Tax-Free Income 2028 Term Fund
DTF
$79.7M
| $90.4K | ﹤0.01% |
8,064
+7,641
| +1,806% | +$85.7K |
|