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 |
Microsoft
MSFT
|
+$3.04B |
| 2 |
Apple
AAPL
|
+$2B |
| 3 |
NVIDIA
NVDA
|
+$1.79B |
| 4 |
Amazon
AMZN
|
+$1.24B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.03B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$555M |
| 2 |
Schlumberger
SLB
|
+$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$362M |
| 4 |
iShares Gold Trust
IAU
|
+$322M |
| 5 |
CRH
CRH
|
+$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5926
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
$139M
| $13.4K | ﹤0.01% |
156
+75
| +93% | +$6.46K |
|
5927
Smith Micro Software
SMSI
$16.2M
| $13.4K | ﹤0.01% |
4,883
-8,975
| -65% | -$24.7K |
|
|
WMPN
5928
DELISTED
William Penn Bancorporation Common Stock
WMPN
| $13.4K | ﹤0.01% |
1,085
-1,916
| -64% | -$23.7K |
|
|
HLTH
5929
DELISTED
Cue Health Inc. Common Stock
HLTH
| $13.4K | ﹤0.01% |
70,857
+70,347
| +13,794% | +$13.3K |
|
|
AISP
5930
Airship AI Holdings
AISP
$181M
| $13.4K | ﹤0.01% |
2,030
-3,818
| -65% | -$25.2K |
|
|
MVO
5931
MV Oil Trust
MVO
$71M
| $13.3K | ﹤0.01% |
1,247
| – | – |
|
5932
Global X SuperDividend REIT ETF
SRET
$201M
| $13.3K | ﹤0.01% |
652
-1,450
| -69% | -$29.6K |
|
5933
Alto Neuroscience
ANRO
$111M
| $13.3K | ﹤0.01% |
+867
| New | +$13.3K |
|
|
YALA
5934
Yalla Group
YALA
$1.24B
| $13.2K | ﹤0.01% |
2,753
-10,827
| -80% | -$52.1K |
|
5935
X3 Holdings Co
XTKG
$186M
| $13.2K | ﹤0.01% |
709
-424
| -37% | -$7.92K |
|
5936
Imperial Petroleum
IMPP
$161M
| $13.2K | ﹤0.01% |
4,228
+4,147
| +5,120% | +$13K |
|
5937
Oculis Holding
OCS
$911M
| $13.2K | ﹤0.01% |
+1,097
| New | +$13.2K |
|
|
EMKR
5938
DELISTED
Emcore Corp
EMKR
| $13.2K | ﹤0.01% |
+3,830
| New | +$13.2K |
|
5939
Byrna Technologies
BYRN
$478M
| $13.2K | ﹤0.01% |
948
+914
| +2,688% | +$12.7K |
|
5940
Adverum Biotechnologies
ADVM
$61.9M
| $13.2K | ﹤0.01% |
932
+850
| +1,037% | +$12K |
|
|
KNDI
5941
Kandi Technologies Group
KNDI
$113M
| $13.2K | ﹤0.01% |
6,213
-778
| -11% | -$1.65K |
|
5942
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$591M
| $13.1K | ﹤0.01% |
544
-26
| -5% | -$628 |
|
5943
Ainos
AIMD
$16.7M
| $13.1K | ﹤0.01% |
+2,296
| New | +$13.1K |
|
5944
Research Solutions
RSSS
$128M
| $13.1K | ﹤0.01% |
4,130
-1,610
| -28% | -$5.09K |
|
5945
Hartford Quality Value ETF
QUVU
$186M
| $12.9K | ﹤0.01% |
527
-3,853
| -88% | -$94.6K |
|
5946
Red Cat Holdings
RCAT
$1B
| $12.9K | ﹤0.01% |
16,822
+10,592
| +170% | +$8.1K |
|
5947
AgriFORCE Growing Systems
AGRI
$3.08M
| $12.8K | ﹤0.01% |
78
+77
| +7,700% | +$12.7K |
|
5948
Neonode
NEON
$70.8M
| $12.8K | ﹤0.01% |
9,161
+5,071
| +124% | +$7.1K |
|
5949
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$399M
| $12.8K | ﹤0.01% |
308
| – | – |
|
|
LITB
5950
LightInTheBox
LITB
$37.3M
| $12.8K | ﹤0.01% |
2,606
+2,273
| +683% | +$11.1K |
|