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 | |
|---|---|---|---|---|---|---|
|
IMAB
5726
I-MAB
IMAB
$309M
| $87.6K | ﹤0.01% |
+103,054
| New | +$87.6K |
|
5727
Lyra Therapeutics
LYRA
$10.4M
| $87.5K | ﹤0.01% |
8,499
+8,001
| +1,607% | +$82.4K |
|
5728
Journey Medical
DERM
$192M
| $87.4K | ﹤0.01% |
+22,363
| New | +$87.4K |
|
5729
Lotus Technology
LOT
$1.38B
| $87.4K | ﹤0.01% |
+24,213
| New | +$87.4K |
|
5730
Bluerock Homes Trust
BHM
$46.7M
| $87.1K | ﹤0.01% |
6,565
+6,467
| +6,599% | +$85.8K |
|
|
RSF
5731
RiverNorth Capital and Income Fund
RSF
$62.3M
| $86K | ﹤0.01% |
5,616
+3,197
| +132% | +$49K |
|
5732
5E Advanced Materials
FEAM
$87.7M
| $86K | ﹤0.01% |
5,840
+5,834
| +97,233% | +$85.9K |
|
5733
Prelude Therapeutics
PRLD
$55.7M
| $85.9K | ﹤0.01% |
67,390
+60,374
| +861% | +$77K |
|
5734
Xtrackers International Real Estate ETF
HAUZ
$904M
| $85.9K | ﹤0.01% |
4,339
+3,857
| +800% | +$76.3K |
|
5735
One Stop Systems
OSS
$150M
| $85.7K | ﹤0.01% |
25,587
+10,286
| +67% | +$34.5K |
|
5736
Acrivon Therapeutics
ACRV
$51.3M
| $85.6K | ﹤0.01% |
14,217
+8,555
| +151% | +$51.5K |
|
5737
Global Indemnity Group
GBLI
$427M
| $85.5K | ﹤0.01% |
+2,376
| New | +$85.5K |
|
5738
Virax Biolabs
VRAX
$2.73M
| $85.3K | ﹤0.01% |
37,915
+17,385
| +85% | +$39.1K |
|
|
INTZ
5739
Intrusion
INTZ
$38.8M
| $85K | ﹤0.01% |
27,634
+26,521
| +2,383% | +$81.6K |
|
5740
Santander
BSBR
$41.2B
| $84.7K | ﹤0.01% |
21,660
+851
| +4% | +$3.33K |
|
5741
AXS Esoterica NextG Economy ETF
WUGI
$36.1M
| $84.5K | ﹤0.01% |
1,166
+1,059
| +990% | +$76.8K |
|
|
CGBS
5742
DELISTED
Crown LNG Holdings Limited Ordinary Shares
CGBS
| $84.5K | ﹤0.01% |
211,215
+211,213
| +10,560,650% | +$84.5K |
|
|
AIEV
5743
DELISTED
Thunder Power Holdings, Inc. Common Stock
AIEV
| $84.4K | ﹤0.01% |
191,883
+174,212
| +986% | +$76.7K |
|
|
EQLS
5744
DELISTED
Simplify Market Neutral Equity Long/Short ETF
EQLS
| $84K | ﹤0.01% |
+4,003
| New | +$84K |
|
|
ATGL
5745
Alpha Technology Group
ATGL
$481M
| $84K | ﹤0.01% |
+5,941
| New | +$84K |
|
|
GAU
5746
Galiano Gold
GAU
$651M
| $83.8K | ﹤0.01% |
68,155
+25,058
| +58% | +$30.8K |
|
5747
Mammoth Energy Services
TUSK
$111M
| $83.7K | ﹤0.01% |
27,888
+3,396
| +14% | +$10.2K |
|
|
ARBK
5748
Argo Blockchain
ARBK
$20M
| $83.3K | ﹤0.01% |
+147,365
| New | +$83.3K |
|
5749
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.45B
| $83.2K | ﹤0.01% |
+1,645
| New | +$83.2K |
|
5750
Arcadia Biosciences
RKDA
$4.95M
| $82.6K | ﹤0.01% |
13,945
+13,706
| +5,735% | +$81.1K |
|