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 |
Invesco QQQ Trust
QQQ
|
+$599M |
| 2 |
iQIYI
IQ
|
+$395M |
| 3 |
Gaotu Techedu
GOTU
|
+$394M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$344M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$336M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$559M |
| 2 |
Apple
AAPL
|
+$442M |
| 3 |
Microsoft
MSFT
|
+$402M |
| 4 |
Alibaba
BABA
|
+$329M |
| 5 |
CZR
Caesars Entertainment Corporation
CZR
|
+$226M |
Sector Composition
| 1 | Technology | 13.6% |
| 2 | Consumer Discretionary | 8.54% |
| 3 | Financials | 7.78% |
| 4 | Healthcare | 7.68% |
| 5 | Communication Services | 5.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5851
BrightView Holdings
BV
$1.28B
| $11K | ﹤0.01% |
1,000
| – | – |
|
|
CNCR
5852
DELISTED
ETF Series Solutions Trust Range Cancer Therapeutics ETF
CNCR
| $11K | ﹤0.01% |
391
-1,764
| -82% | -$49.6K |
|
|
BGMS
5853
Bio Green Med Solution, Inc. Common Stock
BGMS
$11.3M
| $11K | ﹤0.01% |
+1
| New | +$11K |
|
5854
Ebang International Holdings
EBON
$31.4M
| $11K | ﹤0.01% |
+35
| New | +$11K |
|
5855
iShares MSCI Poland ETF
EPOL
$455M
| $11K | ﹤0.01% |
657
-115,683
| -99% | -$1.94M |
|
5856
Farmer Brothers
FARM
$39.9M
| $11K | ﹤0.01% |
2,501
-2,658
| -52% | -$11.7K |
|
5857
Fidelity D&D Bancorp
FDBC
$265M
| $11K | ﹤0.01% |
230
-1,381
| -86% | -$66K |
|
5858
Geron
GERN
$804M
| $11K | ﹤0.01% |
6,169
-37,463
| -86% | -$66.8K |
|
5859
Gray Media, Inc. Class A
GTN.A
| $11K | ﹤0.01% |
879
+225
| +34% | +$2.82K |
|
5860
Gulf Resources
GURE
$9.73M
| $11K | ﹤0.01% |
2,076
+1,248
| +151% | +$6.61K |
|
5861
CP High Yield Trend ETF
HYTR
$184M
| $11K | ﹤0.01% |
459
+282
| +159% | +$6.76K |
|
5862
i3 Verticals
IIIV
$731M
| $11K | ﹤0.01% |
449
-5,120
| -92% | -$125K |
|
|
IMRN
5863
Immuron
IMRN
$12.5M
| $11K | ﹤0.01% |
+1,490
| New | +$11K |
|
5864
Kimball Electronics
KE
$757M
| $11K | ﹤0.01% |
924
-7,707
| -89% | -$91.8K |
|
5865
KNOT Offshore Partners
KNOP
$309M
| $11K | ﹤0.01% |
835
-1,655
| -66% | -$21.8K |
|
5866
Kura Sushi USA
KRUS
$965M
| $11K | ﹤0.01% |
824
-636
| -44% | -$8.49K |
|
5867
HCM Defender 500 Index ETF
LGH
$561M
| $11K | ﹤0.01% |
+375
| New | +$11K |
|
5868
Metropolitan Bank Holding Corp
MCB
$820M
| $11K | ﹤0.01% |
386
-2,390
| -86% | -$68.1K |
|
|
MOGO
5869
Mogo
MOGO
$42.8M
| $11K | ﹤0.01% |
2,456
+454
| +23% | +$2.03K |
|
|
MTR
5870
Mesa Royalty Trust
MTR
$10.4M
| $11K | ﹤0.01% |
2,937
+2,372
| +420% | +$8.88K |
|
|
NCNA
5871
NuCana
NCNA
$9.16M
| – | – |
0
| – | – |
|
5872
NN Inc
NNBR
$119M
| $11K | ﹤0.01% |
2,096
-14,783
| -88% | -$77.6K |
|
|
PLYA
5873
DELISTED
Playa Hotels & Resorts
PLYA
| $11K | ﹤0.01% |
2,575
-6,168
| -71% | -$26.3K |
|
|
PPBT
5874
Purple Biotech
PPBT
$3.47M
| $11K | ﹤0.01% |
122
-1,295
| -91% | -$117K |
|
5875
QuickLogic
QUIK
$92.6M
| $11K | ﹤0.01% |
3,534
+3,096
| +707% | +$9.64K |
|