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 | |
|---|---|---|---|---|---|---|
5701
Global X S&P Catholic Values Developed ex-US ETF
CEFA
$23M
| $90.2K | ﹤0.01% |
2,999
-200
| -6% | -$6.01K |
|
|
VACH
5702
Voyager Acquisition Corp
VACH
$330M
| $90.1K | ﹤0.01% |
+8,979
| New | +$90.1K |
|
5703
Visionary Holdings
GV
$8.18M
| $89.8K | ﹤0.01% |
36,793
+36,552
| +15,167% | +$89.2K |
|
5704
Rimini Street
RMNI
$425M
| $89.6K | ﹤0.01% |
33,569
+3,686
| +12% | +$9.84K |
|
|
JDZG
5705
JIADE Ltd
JDZG
$6.81M
| $89.6K | ﹤0.01% |
13,222
+9,481
| +253% | +$64.2K |
|
5706
Golden Heaven Group Holdings
GDHG
$19.6M
| $89.6K | ﹤0.01% |
103
+25
| +32% | +$21.7K |
|
5707
Inhibikase Therapeutics
IKT
$122M
| $89.5K | ﹤0.01% |
27,526
+22,653
| +465% | +$73.6K |
|
|
PTN
5708
DELISTED
Palatin Technologies
PTN
| $89.4K | ﹤0.01% |
80,566
+80,541
| +322,164% | +$89.4K |
|
5709
JPMorgan Equity Focus ETF
JPEF
$1.59B
| $89.4K | ﹤0.01% |
+1,332
| New | +$89.4K |
|
5710
Sprott Physical Silver Trust
PSLV
$8.02B
| $89.2K | ﹤0.01% |
9,245
+1,714
| +23% | +$16.5K |
|
|
ZTR
5711
Virtus Total Return Fund
ZTR
$346M
| $89.1K | ﹤0.01% |
15,212
-153
| -1% | -$897 |
|
|
ZNB
5712
Zeta Network Group
ZNB
$1.84M
| $89K | ﹤0.01% |
1,502
+1,462
| +3,655% | +$86.6K |
|
|
LICY
5713
DELISTED
Li-Cycle Holdings Corp.
LICY
| $89K | ﹤0.01% |
49,698
+47,360
| +2,026% | +$84.8K |
|
5714
Guardforce AI
GFAI
$25.2M
| $88.9K | ﹤0.01% |
+62,190
| New | +$88.9K |
|
|
EPRX
5715
Eupraxia Pharmaceuticals
EPRX
$214M
| $88.8K | ﹤0.01% |
28,000
-5,000
| -15% | -$15.9K |
|
5716
Riverview Bancorp
RVSB
$108M
| $88.7K | ﹤0.01% |
15,452
+3,211
| +26% | +$18.4K |
|
5717
Omega Flex
OFLX
$341M
| $88.6K | ﹤0.01% |
2,112
-355
| -14% | -$14.9K |
|
5718
OFS Capital
OFS
$111M
| $88.6K | ﹤0.01% |
10,975
-1,043
| -9% | -$8.42K |
|
|
CGHM
5719
Capital Group Municipal High-Income ETF
CGHM
$2.21B
| $88.3K | ﹤0.01% |
3,494
+3,210
| +1,130% | +$81.1K |
|
5720
Lantern Pharma
LTRN
$43.5M
| $88.3K | ﹤0.01% |
27,684
+813
| +3% | +$2.59K |
|
5721
PIMCO Ultra Short Government Active ETF
BILZ
$930M
| $88.2K | ﹤0.01% |
875
-180
| -17% | -$18.1K |
|
5722
Global X Dow 30 Covered Call ETF
DJIA
$134M
| $88K | ﹤0.01% |
+3,925
| New | +$88K |
|
5723
Franklin FTSE Canada ETF
FLCA
$477M
| $88K | ﹤0.01% |
2,403
+1,882
| +361% | +$68.9K |
|
5724
FMQQ The Next Frontier Internet & Ecommerce ETF
FMQQ
$33.5M
| $87.9K | ﹤0.01% |
6,998
+2,929
| +72% | +$36.8K |
|
5725
Simplify Interest Rate Hedge ETF
PFIX
$151M
| $87.7K | ﹤0.01% |
+1,676
| New | +$87.7K |
|