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 |
NVIDIA
NVDA
|
+$1.37B |
| 2 |
Apple
AAPL
|
+$1.22B |
| 3 |
Microsoft
MSFT
|
+$1.11B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$885M |
| 5 |
Nike
NKE
|
+$833M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$398M |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
+$385M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$351M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$263M |
| 5 |
NRG Energy
NRG
|
+$239M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 10.23% |
| 3 | Healthcare | 7.95% |
| 4 | Consumer Discretionary | 7.27% |
| 5 | Communication Services | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5826
Porch Group
PRCH
$1.97B
| $33.6K | ﹤0.01% |
22,263
+6,323
| +40% | +$9.55K |
|
|
SLAMU
5827
DELISTED
Slam Corp. Unit
SLAMU
| $33.5K | ﹤0.01% |
3,006
+130
| +5% | +$1.45K |
|
5828
Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
$29.6M
| $33.5K | ﹤0.01% |
1,665
+1,476
| +781% | +$29.7K |
|
|
JVSA
5829
DELISTED
JV SPAC Acquisition Corp
JVSA
| $33.3K | ﹤0.01% |
+3,281
| New | +$33.3K |
|
5830
Heart Test Laboratories
HSCS
$9.34M
| $33.3K | ﹤0.01% |
+6,396
| New | +$33.3K |
|
5831
PrimeEnergy Resources
PNRG
$282M
| $33.3K | ﹤0.01% |
313
-438
| -58% | -$46.6K |
|
5832
Dare Bioscience
DARE
$28M
| $33.3K | ﹤0.01% |
8,251
+8,209
| +19,545% | +$33.1K |
|
5833
Marti Technologies
MRT
$179M
| $33.1K | ﹤0.01% |
+19,587
| New | +$33.1K |
|
|
PVL
5834
Permianville Royalty Trust
PVL
$66.8M
| $32.9K | ﹤0.01% |
31,685
+25,873
| +445% | +$26.9K |
|
|
MGF
5835
MFS Government Markets Income Trust
MGF
$101M
| $32.9K | ﹤0.01% |
10,711
-4,293
| -29% | -$13.2K |
|
|
ICG
5836
Intchains Group
ICG
$115M
| $32.8K | ﹤0.01% |
3,838
+3,763
| +5,017% | +$32.2K |
|
5837
The ONE Group
STKS
$80.8M
| $32.8K | ﹤0.01% |
7,709
-16,377
| -68% | -$69.6K |
|
5838
Kingsway Financial Services
KFS
$420M
| $32.7K | ﹤0.01% |
3,972
-8,961
| -69% | -$73.8K |
|
5839
ProShares Short 20+ Year Treasury ETF
TBF
$69.7M
| $32.7K | ﹤0.01% |
1,376
-8,959
| -87% | -$213K |
|
|
DWTX
5840
Dogwood Therapeutics
DWTX
$9.2M
| $32.6K | ﹤0.01% |
+6,071
| New | +$32.6K |
|
5841
EUDA Health Holdings
EUDA
$41.8M
| $32.6K | ﹤0.01% |
10,622
+10,532
| +11,702% | +$32.3K |
|
|
EQIN
5842
Columbia U.S. Equity Income ETF
EQIN
$242M
| $32.6K | ﹤0.01% |
+741
| New | +$32.6K |
|
|
LGO
5843
Largo
LGO
$114M
| $32.6K | ﹤0.01% |
17,605
+11,201
| +175% | +$20.7K |
|
5844
Aptorum Group
APM
$13.7M
| $32.5K | ﹤0.01% |
+7,422
| New | +$32.5K |
|
|
LL
5845
DELISTED
LL Flooring Holdings, Inc.
LL
| $32.4K | ﹤0.01% |
22,671
+19,684
| +659% | +$28.1K |
|
5846
LiveOne
LVO
$60.4M
| $32.4K | ﹤0.01% |
20,606
+15,632
| +314% | +$24.5K |
|
|
ELBM
5847
Electra Battery Materials
ELBM
$19.6M
| $32.2K | ﹤0.01% |
19,186
-226
| -1% | -$380 |
|
5848
Kodiak Sciences
KOD
$520M
| $32.2K | ﹤0.01% |
13,709
-24,990
| -65% | -$58.7K |
|
5849
Information Services Group
III
$267M
| $32.1K | ﹤0.01% |
10,931
-24,320
| -69% | -$71.5K |
|
|
LICY
5850
DELISTED
Li-Cycle Holdings Corp.
LICY
| $32.1K | ﹤0.01% |
4,912
-16,684
| -77% | -$109K |
|