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 | |
|---|---|---|---|---|---|---|
5826
American Vanguard Corp
AVD
$157M
| $73.2K | ﹤0.01% |
15,813
+3,812
| +32% | +$17.7K |
|
5827
Katapult Holdings
KPLT
$89M
| $73.1K | ﹤0.01% |
10,810
+9,806
| +977% | +$66.3K |
|
5828
VanEck Morningstar SMID Moat ETF
SMOT
$423M
| $73K | ﹤0.01% |
+2,119
| New | +$73K |
|
5829
D-Wave Quantum Inc Warrants
QBTS.WS
$7.92B
| $72.5K | ﹤0.01% |
+18,595
| New | +$72.5K |
|
5830
CareCloud
CCLD
$151M
| $72.3K | ﹤0.01% |
19,765
+16,809
| +569% | +$61.5K |
|
5831
My Size
MYSZ
$4.01M
| $71.7K | ﹤0.01% |
+16,785
| New | +$71.7K |
|
|
AEVA
5832
Aeva Technologies
AEVA
$1.03B
| $71.5K | ﹤0.01% |
15,061
+3,447
| +30% | +$16.4K |
|
5833
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
$83.8M
| $71.4K | ﹤0.01% |
1,186
+428
| +56% | +$25.8K |
|
5834
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$966M
| $71.4K | ﹤0.01% |
1,392
+590
| +74% | +$30.2K |
|
5835
Ryde Group
RYDE
$12.6M
| $71.3K | ﹤0.01% |
155,011
+120,159
| +345% | +$55.3K |
|
5836
Embotelladora Andina Series A
AKO.A
$3.19B
| $71.2K | ﹤0.01% |
4,960
-63
| -1% | -$904 |
|
5837
Dimensional Global Credit ETF
DGCB
$709M
| $71.2K | ﹤0.01% |
1,353
+1,285
| +1,890% | +$67.6K |
|
5838
iShares MSCI Ireland ETF
EIRL
$59.7M
| $70.9K | ﹤0.01% |
1,207
-283
| -19% | -$16.6K |
|
5839
Swan Enhanced Dividend Income ETF
SCLZ
$13.6M
| $70.9K | ﹤0.01% |
1,331
-140
| -10% | -$7.45K |
|
|
NREF
5840
NexPoint Real Estate Finance
NREF
$249M
| $70.8K | ﹤0.01% |
4,512
+651
| +17% | +$10.2K |
|
5841
First Trust Nasdaq Transportation ETF
FTXR
$35.2M
| $70.8K | ﹤0.01% |
2,058
-4,864
| -70% | -$167K |
|
5842
GoHealth
GOCO
$76.7M
| $70.4K | ﹤0.01% |
5,258
+660
| +14% | +$8.84K |
|
5843
US Treasury 5 Year Note ETF
UFIV
$30.1M
| $70.2K | ﹤0.01% |
+1,469
| New | +$70.2K |
|
5844
Imperial Petroleum
IMPP
$159M
| $70.2K | ﹤0.01% |
23,327
+11,159
| +92% | +$33.6K |
|
5845
GeoVax Labs
GOVX
$16.2M
| $69.9K | ﹤0.01% |
28,319
+27,178
| +2,382% | +$67.1K |
|
5846
United Bancorp
UBCP
$72.5M
| $69.8K | ﹤0.01% |
5,368
+5
| +0.1% | +$65 |
|
5847
ThredUp
TDUP
$1.31B
| $69.6K | ﹤0.01% |
50,088
+9,683
| +24% | +$13.5K |
|
5848
Pioneer Power Solutions
PPSI
$49M
| $69.5K | ﹤0.01% |
16,837
+14,536
| +632% | +$60K |
|
5849
EVI Industries
EVI
$386M
| $69.5K | ﹤0.01% |
4,252
+282
| +7% | +$4.61K |
|
5850
Cohen & Co
COHN
$22.4M
| $69.4K | ﹤0.01% |
6,706
-1,514
| -18% | -$15.7K |
|