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 |
Meta Platforms (Facebook)
META
|
+$772M |
| 2 |
Apple
AAPL
|
+$642M |
| 3 |
NVIDIA
NVDA
|
+$626M |
| 4 |
Eli Lilly
LLY
|
+$561M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$447M |
Top Sells
| 1 |
Nike
NKE
|
+$1.2B |
| 2 |
Tesla
TSLA
|
+$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$274M |
| 4 |
Match Group
MTCH
|
+$261M |
| 5 |
CRH
CRH
|
+$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5926
Neuropace
NPCE
$341M
| $28.5K | ﹤0.01% |
4,085
-19
| -0.5% | -$132 |
|
5927
Momentus
MNTS
$13.8M
| $28.4K | ﹤0.01% |
4,591
+4,574
| +26,906% | +$28.3K |
|
5928
Haoxi Health Technology Ltd
HAO
$3.59M
| $28.4K | ﹤0.01% |
3,156
+2,728
| +637% | +$24.6K |
|
5929
SOPHiA GENETICS
SOPH
$216M
| $28.4K | ﹤0.01% |
7,770
| – | – |
|
5930
LHA Risk-Managed Income ETF
RMIF
$34.6M
| $28.3K | ﹤0.01% |
+1,118
| New | +$28.3K |
|
5931
WBI BullBear Quality 3000 ETF
WBIL
$33.5M
| $28.3K | ﹤0.01% |
829
+601
| +264% | +$20.5K |
|
5932
Galapagos
GLPG
$2.19B
| $28.3K | ﹤0.01% |
982
-74
| -7% | -$2.13K |
|
5933
MAX Auto Industry 3x Leveraged ETN
CARU
$5.68M
| $28.2K | ﹤0.01% |
1,236
+1,233
| +41,100% | +$28.1K |
|
5934
Minerva Neurosciences
NERV
$14.4M
| $28.2K | ﹤0.01% |
10,552
+10,542
| +105,420% | +$28.1K |
|
|
MNTX
5935
DELISTED
Manitex International, Inc.
MNTX
| $28.2K | ﹤0.01% |
5,000
| – | – |
|
|
HTCO
5936
High-Trend International Group Class A Ordinary Shares
HTCO
$41.8M
| $27.9K | ﹤0.01% |
2,281
+1,794
| +368% | +$22K |
|
|
BANX
5937
ArrowMark Financial
BANX
$158M
| $27.8K | ﹤0.01% |
1,345
+795
| +145% | +$16.4K |
|
5938
IRIDEX
IRIX
$21.8M
| $27.8K | ﹤0.01% |
15,895
+6,251
| +65% | +$10.9K |
|
5939
TCW Transform Supply Chain ETF
SUPP
$10.5M
| $27.7K | ﹤0.01% |
422
+407
| +2,713% | +$26.7K |
|
5940
Sonder
SOND
$24.9M
| $27.7K | ﹤0.01% |
+5,923
| New | +$27.7K |
|
5941
Gran Tierra Energy
GTE
$145M
| $27.7K | ﹤0.01% |
4,418
-28,555
| -87% | -$179K |
|
|
POLEU
5942
Andretti Acquisition Corp II Unit
POLEU
| $27.7K | ﹤0.01% |
+2,765
| New | +$27.7K |
|
5943
SWK Holdings
SWKH
$177M
| $27.5K | ﹤0.01% |
2,004
+704
| +54% | +$9.65K |
|
|
KRKR
5944
36Kr Holdings
KRKR
$15M
| $27.4K | ﹤0.01% |
4,644
-8,195
| -64% | -$48.3K |
|
5945
Golden Matrix Group
GMGI
$139M
| $27.4K | ﹤0.01% |
11,756
+5,737
| +95% | +$13.4K |
|
5946
Innoviz Technologies
INVZ
$396M
| $27.3K | ﹤0.01% |
32,963
-40,589
| -55% | -$33.6K |
|
5947
Invesco Investment Grade Defensive ETF
IIGD
$27.4M
| $27.3K | ﹤0.01% |
1,101
+117
| +12% | +$2.9K |
|
|
SDIG
5948
DELISTED
Stronghold Digital Mining, Inc. Class A Common Stock
SDIG
| $27.2K | ﹤0.01% |
5,381
+1,265
| +31% | +$6.39K |
|
5949
Gabelli Growth Innovators ETF
GGRW
$7.1M
| $27.2K | ﹤0.01% |
960
+902
| +1,555% | +$25.5K |
|
5950
Reliance Global Group
RELI
$3.54M
| $27.1K | ﹤0.01% |
12,117
-4,331
| -26% | -$9.7K |
|