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 | |
|---|---|---|---|---|---|---|
5776
Nautilus Biotechnolgy
NAUT
$89.4M
| $79.3K | ﹤0.01% |
47,230
+19,449
| +70% | +$32.7K |
|
|
NHS
5777
Neuberger Berman High Yield Strategies Fund
NHS
$235M
| $79.3K | ﹤0.01% |
10,592
+2,580
| +32% | +$19.3K |
|
|
EGF
5778
DELISTED
Blackrock Enhanced Government Fund, Inc.
EGF
| $79.3K | ﹤0.01% |
+8,170
| New | +$79.3K |
|
|
STCN
5779
DELISTED
Steel Connect, Inc. Common Stock
STCN
| $79.3K | ﹤0.01% |
6,361
+3,177
| +100% | +$39.6K |
|
5780
Direxion Daily FTSE China Bear 3X Shares
YANG
$157M
| $79.3K | ﹤0.01% |
1,133
+1,132
| +113,200% | +$79.2K |
|
|
GLDG
5781
GoldMining Inc
GLDG
$233M
| $79.3K | ﹤0.01% |
98,495
+82,516
| +516% | +$66.4K |
|
|
INV
5782
Innventure Inc
INV
$345M
| $79.2K | ﹤0.01% |
+5,718
| New | +$79.2K |
|
5783
Next Technology
NXTT
$65.3M
| $79.1K | ﹤0.01% |
+32,435
| New | +$79.1K |
|
5784
DLH Holdings
DLHC
$81M
| $78.9K | ﹤0.01% |
9,822
+5,811
| +145% | +$46.7K |
|
|
HIND
5785
Vyome Holdings
HIND
$164M
| $78.8K | ﹤0.01% |
+177
| New | +$78.8K |
|
5786
Catalyst Bancorp
CLST
$54.4M
| $78.7K | ﹤0.01% |
6,689
+701
| +12% | +$8.25K |
|
|
SCNI
5787
Scinai Immunotherapeutics
SCNI
$4.95M
| $78.6K | ﹤0.01% |
23,488
+23,458
| +78,193% | +$78.5K |
|
5788
Fidelity Fundamental Large Cap Core ETF
FFLC
$876M
| $78.6K | ﹤0.01% |
+1,712
| New | +$78.6K |
|
5789
Air T
AIRT
$64.1M
| $78.5K | ﹤0.01% |
3,934
-966
| -20% | -$19.3K |
|
|
BSIIU
5790
DELISTED
Black Spade Acquisition II Co Unit
BSIIU
| $78.4K | ﹤0.01% |
7,805
-5,010
| -39% | -$50.4K |
|
5791
Harvard Bioscience
HBIO
$20.8M
| $78.4K | ﹤0.01% |
37,167
+16,445
| +79% | +$34.7K |
|
5792
RCM Technologies
RCMT
$204M
| $78.2K | ﹤0.01% |
3,531
+2,353
| +200% | +$52.1K |
|
5793
Estrella Immunopharma
ESLA
$40.8M
| $78.2K | ﹤0.01% |
65,167
+58,644
| +899% | +$70.4K |
|
5794
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$253M
| $77.9K | ﹤0.01% |
4,347
+2,011
| +86% | +$36K |
|
5795
Indonesia Energy Corp
INDO
$41.2M
| $77.7K | ﹤0.01% |
+27,951
| New | +$77.7K |
|
|
XCH
5796
XCHG Ltd
XCH
$80.3M
| $77.6K | ﹤0.01% |
+38,237
| New | +$77.6K |
|
5797
Nabors Energy Transition Corp II
NETD
$239M
| $77.5K | ﹤0.01% |
7,178
+7,100
| +9,103% | +$76.7K |
|
5798
Xos
XOS
$24.9M
| $77.5K | ﹤0.01% |
23,920
-4,111
| -15% | -$13.3K |
|
5799
Neuropace
NPCE
$328M
| $77.3K | ﹤0.01% |
6,910
+2,825
| +69% | +$31.6K |
|
|
RANGU
5800
Range Capital Acquisition Corp Units
RANGU
| $77.2K | ﹤0.01% |
+7,700
| New | +$77.2K |
|