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 Common Stock Class A
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 | |
|---|---|---|---|---|---|---|
5951
Nephros
NEPH
$43M
| $59.1K | ﹤0.01% |
40,208
+40,087
| +33,130% | +$58.9K |
|
|
KLTO
5952
Klotho Neurosciences
KLTO
$33.8M
| $59.1K | ﹤0.01% |
121,775
+106,469
| +696% | +$51.6K |
|
|
TAVIU
5953
Tavia Acquisition Corp. Unit
TAVIU
| $58.8K | ﹤0.01% |
+5,857
| New | +$58.8K |
|
5954
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
$47.6M
| $58.8K | ﹤0.01% |
+1,636
| New | +$58.8K |
|
|
FSCS
5955
First Trust SMID Capital Strength ETF
FSCS
$48M
| $58.8K | ﹤0.01% |
+1,660
| New | +$58.8K |
|
|
CPTN
5956
DELISTED
Cepton, Inc. Common Stock
CPTN
| $58.8K | ﹤0.01% |
18,026
+16,234
| +906% | +$52.9K |
|
5957
Invesco S&P SmallCap Utilities & Communication Services ETF
PSCU
$13.3M
| $58.8K | ﹤0.01% |
991
-1,137
| -53% | -$67.4K |
|
5958
Netcapital
NCPL
$11.2M
| $58.7K | ﹤0.01% |
28,220
+27,817
| +6,902% | +$57.9K |
|
|
TTOO
5959
DELISTED
T2 Biosystems, Inc
TTOO
| $58.5K | ﹤0.01% |
139,240
+139,239
| +13,923,900% | +$58.5K |
|
5960
TrueShares Structured Outcome August ETF
AUGZ
$25M
| $58.4K | ﹤0.01% |
1,514
-3,418
| -69% | -$132K |
|
|
LND
5961
BrasilAgro
LND
$385M
| $58.3K | ﹤0.01% |
+16,150
| New | +$58.3K |
|
|
CMLS
5962
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $58.3K | ﹤0.01% |
86,986
+7,267
| +9% | +$4.87K |
|
5963
Innovator IBD 50 ETF
FFTY
$81.7M
| $58.2K | ﹤0.01% |
2,037
-1,124
| -36% | -$32.1K |
|
5964
Cenntro
CENN
$30.1M
| $58.2K | ﹤0.01% |
54,426
+54,096
| +16,393% | +$57.9K |
|
5965
Franklin Responsibly Sourced Gold ETF
FGDL
$263M
| $58.2K | ﹤0.01% |
+1,659
| New | +$58.2K |
|
5966
Fenbo Holdings
FEBO
$8.79M
| $58K | ﹤0.01% |
33,354
+18,454
| +124% | +$32.1K |
|
5967
Shengfeng Development Ltd
SFWL
$96.1M
| $58K | ﹤0.01% |
53,731
+37,155
| +224% | +$40.1K |
|
5968
Galecto
GLTO
$3.8M
| $58K | ﹤0.01% |
12,467
+7,368
| +144% | +$34.3K |
|
|
YALA
5969
Yalla Group
YALA
$1.24B
| $57.7K | ﹤0.01% |
14,224
+13,103
| +1,169% | +$53.2K |
|
5970
Strawberry Fields REIT
STRW
$165M
| $57.7K | ﹤0.01% |
5,478
+2,390
| +77% | +$25.2K |
|
|
MDV
5971
Modiv Industrial
MDV
$153M
| $57.7K | ﹤0.01% |
3,880
-8,488
| -69% | -$126K |
|
5972
LiveOne
LVO
$60.4M
| $57.7K | ﹤0.01% |
39,272
+4,024
| +11% | +$5.92K |
|
5973
Chijet Motors
CJET
$1.92M
| $57.6K | ﹤0.01% |
24,829
+551
| +2% | +$1.28K |
|
|
XNET
5974
Xunlei
XNET
$509M
| $57.6K | ﹤0.01% |
28,944
+16,247
| +128% | +$32.3K |
|
|
TLX
5975
Telix Pharmaceuticals Limited American Depositary Shares
TLX
$3.07B
| $57.4K | ﹤0.01% |
+3,730
| New | +$57.4K |
|