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 | |
|---|---|---|---|---|---|---|
|
ANTE
5776
AirNet Technology Inc
ANTE
$412M
| $38.1K | ﹤0.01% |
115,246
+107,202
| +1,333% | +$35.5K |
|
5777
Century Therapeutics
IPSC
$43.8M
| $38.1K | ﹤0.01% |
22,291
+8,196
| +58% | +$14K |
|
5778
Columbia Short Duration Bond ETF
SBND
$83.6M
| $38.1K | ﹤0.01% |
2,021
+1,993
| +7,118% | +$37.6K |
|
5779
Personalis
PSNL
$516M
| $38.1K | ﹤0.01% |
7,077
-80,882
| -92% | -$435K |
|
5780
Lionsgate Studios Corp.
LION
$2.07B
| $38K | ﹤0.01% |
+5,309
| New | +$38K |
|
5781
Tilly's
TLYS
$61.6M
| $37.9K | ﹤0.01% |
7,441
+2,539
| +52% | +$12.9K |
|
5782
Invesco Galaxy Bitcoin ETF
BTCO
$955M
| $37.8K | ﹤0.01% |
595
| – | – |
|
|
ALLK
5783
DELISTED
Allakos
ALLK
| $37.8K | ﹤0.01% |
57,886
+39,443
| +214% | +$25.8K |
|
5784
Gulf Island Fabrication
GIFI
$114M
| $37.8K | ﹤0.01% |
6,696
-2,893
| -30% | -$16.3K |
|
5785
Consumer Portfolio Services
CPSS
$183M
| $37.7K | ﹤0.01% |
4,021
-3,142
| -44% | -$29.5K |
|
5786
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
$121M
| $37.6K | ﹤0.01% |
773
+720
| +1,358% | +$35K |
|
5787
DLH Holdings
DLHC
$81M
| $37.5K | ﹤0.01% |
4,011
+1,433
| +56% | +$13.4K |
|
|
SJT
5788
San Juan Basin Royalty Trust
SJT
$272M
| $37.5K | ﹤0.01% |
10,135
-112,967
| -92% | -$418K |
|
5789
Bridger Aerospace
BAER
$97.7M
| $37.5K | ﹤0.01% |
16,879
+6,265
| +59% | +$13.9K |
|
5790
Talphera
TLPH
$42.5M
| $37.4K | ﹤0.01% |
43,618
+43,596
| +198,164% | +$37.4K |
|
5791
AXS Astoria Inflation Sensitive ETF
PPI
$64M
| $37.4K | ﹤0.01% |
+2,410
| New | +$37.4K |
|
|
AILE
5792
DELISTED
iLearningEngines, Inc. Common Stock
AILE
| $37.3K | ﹤0.01% |
22,314
+13,445
| +152% | +$22.5K |
|
5793
Pearson
PSO
$9.09B
| $37.2K | ﹤0.01% |
2,738
-111
| -4% | -$1.51K |
|
5794
BioNexus Gene Lab
BGLC
$10.2M
| $37.1K | ﹤0.01% |
+8,331
| New | +$37.1K |
|
5795
AirSculpt Technologies
AIRS
$384M
| $37.1K | ﹤0.01% |
7,309
+2,291
| +46% | +$11.6K |
|
5796
Performance Shipping
PSHG
$22.6M
| $37K | ﹤0.01% |
19,707
-7,447
| -27% | -$14K |
|
5797
CervoMed
CRVO
$70.5M
| $37K | ﹤0.01% |
2,537
+903
| +55% | +$13.2K |
|
|
RSF
5798
RiverNorth Capital and Income Fund
RSF
$62.4M
| $36.9K | ﹤0.01% |
2,419
-6,353
| -72% | -$97K |
|
5799
Comstock
LODE
$150M
| $36.9K | ﹤0.01% |
7,797
-21,980
| -74% | -$104K |
|
|
LITS
5800
Lite Strategy, Inc. Common Stock
LITS
$89M
| $36.7K | ﹤0.01% |
12,878
+4,778
| +59% | +$13.6K |
|