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 | |
|---|---|---|---|---|---|---|
5976
Immunic
IMUX
$82.9M
| $12.1K | ﹤0.01% |
9,167
-1,214
| -12% | -$1.6K |
|
5977
Curis
CRIS
$21.5M
| $12.1K | ﹤0.01% |
1,112
+830
| +294% | +$9.02K |
|
|
BMTX
5978
DELISTED
BM Technologies, Inc.
BMTX
| $12K | ﹤0.01% |
7,289
-8,586
| -54% | -$14.2K |
|
5979
VivoPower
VVPR
$51.2M
| $12K | ﹤0.01% |
8,746
+8,745
| +874,500% | +$12K |
|
5980
FlexShares Ultra-Short Income Fund
RAVI
$1.37B
| $12K | ﹤0.01% |
159
+132
| +489% | +$9.96K |
|
5981
First Trust DorseyWright DALI 1 ETF
DALI
$119M
| $12K | ﹤0.01% |
497
-595
| -54% | -$14.4K |
|
5982
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$59.6M
| $12K | ﹤0.01% |
238
-1,463
| -86% | -$73.6K |
|
5983
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$82.8M
| $11.9K | ﹤0.01% |
235
-705
| -75% | -$35.8K |
|
5984
Orion Energy Systems
OESX
$32.5M
| $11.9K | ﹤0.01% |
1,369
+1,281
| +1,456% | +$11.1K |
|
5985
A2Z Smart Technologies
AZ
$292M
| $11.9K | ﹤0.01% |
8,156
+7,616
| +1,410% | +$11.1K |
|
|
BNKU
5986
DELISTED
MicroSectorsTM U.S. Big Banks Index 3X Leveraged ETNs
BNKU
| $11.9K | ﹤0.01% |
381
-7,839
| -95% | -$244K |
|
5987
MicroSectors FANG+ Index 2X Leveraged ETNs due 8 Jan 2038
FNGO
$644M
| $11.9K | ﹤0.01% |
202
+164
| +432% | +$9.62K |
|
5988
BioVie
BIVI
$14.1M
| $11.8K | ﹤0.01% |
224
+89
| +66% | +$4.71K |
|
5989
Direxion Daily NVDA Bull 2X Shares
NVDU
$721M
| $11.8K | ﹤0.01% |
179
-134
| -43% | -$8.82K |
|
5990
Clearside Biomedical
CLSD
$20.4M
| $11.7K | ﹤0.01% |
+7,678
| New | +$11.7K |
|
5991
JPMorgan US Value Factor ETF
JVAL
$556M
| $11.7K | ﹤0.01% |
282
-161
| -36% | -$6.7K |
|
5992
One Stop Systems
OSS
$149M
| $11.7K | ﹤0.01% |
3,599
+3,293
| +1,076% | +$10.7K |
|
5993
Direxion Daily TSLA Bear 1X Shares
TSLS
$62.5M
| $11.7K | ﹤0.01% |
459
+11
| +2% | +$280 |
|
|
MDV
5994
Modiv Industrial
MDV
$153M
| $11.6K | ﹤0.01% |
693
-824
| -54% | -$13.8K |
|
5995
Enlivex Therapeutics
ENLV
$25.1M
| $11.6K | ﹤0.01% |
3,069
-594
| -16% | -$2.25K |
|
|
MTEM
5996
DELISTED
Molecular Templates, Inc.
MTEM
| $11.6K | ﹤0.01% |
5,191
+5,180
| +47,091% | +$11.6K |
|
5997
Arteris
AIP
$439M
| $11.6K | ﹤0.01% |
1,584
+1,434
| +956% | +$10.5K |
|
5998
Xenetic Biosciences
XBIO
$4.81M
| $11.6K | ﹤0.01% |
3,075
+2,770
| +908% | +$10.4K |
|
5999
Saga Communications
SGA
$80.4M
| $11.6K | ﹤0.01% |
519
-427
| -45% | -$9.53K |
|
6000
Scilex Holding
SCLX
$178M
| $11.5K | ﹤0.01% |
207
-671
| -76% | -$37.4K |
|