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 | |
|---|---|---|---|---|---|---|
5751
HireQuest
HQI
$139M
| $82.5K | ﹤0.01% |
5,828
+2,391
| +70% | +$33.9K |
|
5752
KraneShares Asia Pacific High Income Bond ETF
KHYB
$24.7M
| $82.4K | ﹤0.01% |
+3,412
| New | +$82.4K |
|
5753
AllianzIM U.S. Large Cap Buffer20 May ETF
MAYW
$78.2M
| $82.4K | ﹤0.01% |
2,707
-4,889
| -64% | -$149K |
|
5754
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$51.7M
| $82.3K | ﹤0.01% |
833
| – | – |
|
5755
Air Industries Group
AIRI
$14.7M
| $82.1K | ﹤0.01% |
20,167
-21,905
| -52% | -$89.2K |
|
5756
J-Long Group
JL
$24.6M
| $82K | ﹤0.01% |
+22,416
| New | +$82K |
|
|
TDACU
5757
Translational Development Acquisition Corp Units
TDACU
| $82K | ﹤0.01% |
+8,180
| New | +$82K |
|
5758
AGAPE ATP
ATPC
$64.5M
| $81.9K | ﹤0.01% |
69,423
+46,866
| +208% | +$55.3K |
|
5759
Hub Cyber Security
HUBC
$48.3M
| $81.9K | ﹤0.01% |
+11,865
| New | +$81.9K |
|
5760
Kamada
KMDA
$397M
| $81.8K | ﹤0.01% |
+13,427
| New | +$81.8K |
|
5761
PDS Biotechnology
PDSB
$49.4M
| $81.6K | ﹤0.01% |
50,058
+29,824
| +147% | +$48.6K |
|
5762
Hamilton Beach Brands
HBB
$196M
| $81.2K | ﹤0.01% |
4,822
-38
| -0.8% | -$640 |
|
5763
Vident US Equity Strategy ETF
VUSE
$654M
| $81.2K | ﹤0.01% |
+1,384
| New | +$81.2K |
|
5764
Hydrofarm Holdings
HYFM
$15M
| $81K | ﹤0.01% |
13,967
+5,577
| +66% | +$32.3K |
|
|
VSEE
5765
VSee Health
VSEE
$10.5M
| $81K | ﹤0.01% |
59,527
+50,866
| +587% | +$69.2K |
|
|
PDCC
5766
Pearl Diver Credit Co
PDCC
$115M
| $81K | ﹤0.01% |
3,988
+125
| +3% | +$2.54K |
|
5767
Matthews Pacific Tiger Active ETF
ASIA
$43M
| $80.9K | ﹤0.01% |
3,094
+3,089
| +61,780% | +$80.8K |
|
|
CBNA
5768
Chain Bridge Bancorp
CBNA
$213M
| $80.6K | ﹤0.01% |
+3,215
| New | +$80.6K |
|
5769
Marine Products Corp
MPX
$320M
| $80.4K | ﹤0.01% |
8,767
+4,050
| +86% | +$37.1K |
|
|
CAPNU
5770
Cayson Acquisition Corp Unit
CAPNU
| $80.4K | ﹤0.01% |
7,943
+2,800
| +54% | +$28.3K |
|
5771
Entravision Communication
EVC
$227M
| $80.3K | ﹤0.01% |
34,149
-27,136
| -44% | -$63.8K |
|
5772
CollPlant Biotechnologies
CLGN
$32M
| $79.9K | ﹤0.01% |
22,208
+10,261
| +86% | +$36.9K |
|
5773
NL Industries
NL
$287M
| $79.9K | ﹤0.01% |
10,278
-517
| -5% | -$4.02K |
|
|
SUP
5774
DELISTED
Superior Industries International
SUP
| $79.5K | ﹤0.01% |
38,972
+22,733
| +140% | +$46.4K |
|
5775
Archer Aviation Redeemable Warrants
ACHR.WS
$1.26B
| $79.4K | ﹤0.01% |
+24,643
| New | +$79.4K |
|