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 |
Meta Platforms (Facebook)
META
|
+$772M |
| 2 |
Apple
AAPL
|
+$642M |
| 3 |
NVIDIA
NVDA
|
+$626M |
| 4 |
Eli Lilly
LLY
|
+$561M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$447M |
Top Sells
| 1 |
Nike
NKE
|
+$1.2B |
| 2 |
Tesla
TSLA
|
+$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$274M |
| 4 |
Match Group
MTCH
|
+$261M |
| 5 |
CRH
CRH
|
+$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EDN
5726
Edenor
EDN
$675M
| $41K | ﹤0.01% |
1,851
| – | – |
|
5727
DHI Group
DHX
$140M
| $41K | ﹤0.01% |
22,281
+102
| +0.5% | +$188 |
|
5728
Syntax Stratified LargeCap ETF
SSPY
$126M
| $40.9K | ﹤0.01% |
518
+487
| +1,571% | +$38.5K |
|
5729
Empire State Realty Series ES
ESBA
$2.07B
| $40.9K | ﹤0.01% |
3,864
-1,224
| -24% | -$13K |
|
|
NIXT
5730
Research Affiliates Deletions ETF
NIXT
$36M
| $40.9K | ﹤0.01% |
+1,547
| New | +$40.9K |
|
5731
Avantis All Equity Markets ETF
AVGE
$615M
| $40.8K | ﹤0.01% |
+552
| New | +$40.8K |
|
5732
ProShares Big Data Refiners ETF
DAT
$7.29M
| $40.7K | ﹤0.01% |
1,145
-7,204
| -86% | -$256K |
|
5733
Fractyl Health
GUTS
$70M
| $40.6K | ﹤0.01% |
16,063
+12,729
| +382% | +$32.2K |
|
5734
A2Z Smart Technologies
AZ
$292M
| $40.4K | ﹤0.01% |
20,216
+10,909
| +117% | +$21.8K |
|
|
VEEA
5735
Veea Inc. Common Stock
VEEA
$31.2M
| $40.4K | ﹤0.01% |
6,211
+6,210
| +621,000% | +$40.4K |
|
5736
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$598M
| $40.4K | ﹤0.01% |
+1,510
| New | +$40.4K |
|
5737
Direxion Daily Retail Bull 3X Shares
RETL
$41.5M
| $40.3K | ﹤0.01% |
4,238
+1,853
| +78% | +$17.6K |
|
5738
Greenwich LifeSciences
GLSI
$157M
| $40.3K | ﹤0.01% |
2,807
+1,000
| +55% | +$14.4K |
|
5739
Kyverna Therapeutics
KYTX
$217M
| $40.1K | ﹤0.01% |
8,196
-1,448
| -15% | -$7.08K |
|
5740
ProShares UltraShort Semiconductors
SSG
$6.73M
| $40K | ﹤0.01% |
1,241
+194
| +19% | +$6.26K |
|
|
EMCG
5741
DELISTED
Embrace Change Acquisition Corp
EMCG
| $40K | ﹤0.01% |
3,477
-2,122
| -38% | -$24.4K |
|
|
STRM
5742
DELISTED
Streamline Health Solutions
STRM
| $39.9K | ﹤0.01% |
11,567
+8,474
| +274% | +$29.2K |
|
|
PWOD
5743
DELISTED
Penns Woods Bancorp
PWOD
| $39.9K | ﹤0.01% |
1,677
+134
| +9% | +$3.19K |
|
|
MLGO
5744
MicroAlgo
MLGO
$133M
| $39.9K | ﹤0.01% |
+263
| New | +$39.9K |
|
5745
Virax Biolabs
VRAX
$2.8M
| $39.8K | ﹤0.01% |
20,530
+14,929
| +267% | +$29K |
|
|
FGNX
5746
FG Nexus Inc
FGNX
$10.9M
| $39.8K | ﹤0.01% |
1,516
-2,163
| -59% | -$56.8K |
|
5747
Microbot Medical
MBOT
$150M
| $39.8K | ﹤0.01% |
44,503
+44,493
| +444,930% | +$39.8K |
|
|
OPI
5748
Office Properties Income Trust
OPI
$33M
| $39.6K | ﹤0.01% |
18,181
-3,709
| -17% | -$8.09K |
|
5749
Acrivon Therapeutics
ACRV
$52.5M
| $39.6K | ﹤0.01% |
5,662
-5,490
| -49% | -$38.4K |
|
5750
DigiAsia
FAAS
$4.9M
| $39.6K | ﹤0.01% |
20,291
+19,059
| +1,547% | +$37.2K |
|