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 |
SPDR S&P 500 ETF Trust
SPY
|
+$431M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$340M |
| 3 |
SHPG
Shire pic
SHPG
|
+$315M |
| 4 |
Mondelez International
MDLZ
|
+$314M |
| 5 |
Parker-Hannifin
PH
|
+$262M |
Top Sells
| 1 |
MON
Monsanto Co
MON
|
+$670M |
| 2 |
COL
Rockwell Collins
COL
|
+$286M |
| 3 |
JWN
Nordstrom
JWN
|
+$268M |
| 4 |
Deutsche Bank
DB
|
+$258M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$254M |
Sector Composition
| 1 | Financials | 9.41% |
| 2 | Technology | 8.39% |
| 3 | Healthcare | 7.94% |
| 4 | Industrials | 6.42% |
| 5 | Consumer Discretionary | 6.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ZNB
6001
Zeta Network Group Class A Ordinary Shares
ZNB
$1.74M
| – | – |
0
| – | -$30K |
|
6002
Global X MSCI Argentina ETF
ARGT
$742M
| $8K | ﹤0.01% |
247
+147
| +147% | +$4.76K |
|
6003
Boston Omaha
BOC
$425M
| $8K | ﹤0.01% |
538
-1,294
| -71% | -$19.2K |
|
6004
Broadwind
BWEN
$51.6M
| $8K | ﹤0.01% |
2,437
+2,397
| +5,993% | +$7.87K |
|
6005
Euro Tech Holdings
CLWT
$12M
| $8K | ﹤0.01% |
9,000
+1,875
| +26% | +$1.67K |
|
6006
Coda Octopus Group
CODA
$98.5M
| $8K | ﹤0.01% |
+1,994
| New | +$8K |
|
6007
Cohen & Co
COHN
$24M
| $8K | ﹤0.01% |
700
+584
| +503% | +$6.67K |
|
6008
First Trust SSI Strategic Convertible Securities ETF
FCVT
$93.9M
| $8K | ﹤0.01% |
+282
| New | +$8K |
|
6009
Fulgent Genetics
FLGT
$670M
| $8K | ﹤0.01% |
1,745
+1,703
| +4,055% | +$7.81K |
|
|
GAU
6010
Galiano Gold
GAU
$654M
| $8K | ﹤0.01% |
8,441
-1,931,244
| -100% | -$1.83M |
|
6011
Highway Holdings
HIHO
$8.1M
| $8K | ﹤0.01% |
2,321
+821
| +55% | +$2.83K |
|
6012
Ideal Power
IPWR
$44.2M
| $8K | ﹤0.01% |
317
+38
| +14% | +$959 |
|
|
KELYB
6013
Kelly Services Class B
KELYB
$488M
| $8K | ﹤0.01% |
340
-2
| -0.6% | -$47 |
|
6014
Key Tronic
KTCC
$38.9M
| $8K | ﹤0.01% |
1,121
+155
| +16% | +$1.11K |
|
6015
Microvision
MVIS
$343M
| $8K | ﹤0.01% |
2,932
+2,538
| +644% | +$6.93K |
|
6016
Oil-Dri
ODC
$959M
| $8K | ﹤0.01% |
+332
| New | +$8K |
|
6017
Ooma
OOMA
$345M
| $8K | ﹤0.01% |
775
-836
| -52% | -$8.63K |
|
6018
Precipio
PRPO
$31.6M
| $8K | ﹤0.01% |
+13
| New | +$8K |
|
|
PW
6019
Power REIT
PW
$3.56M
| $8K | ﹤0.01% |
1,215
+136
| +13% | +$895 |
|
6020
Qualigen Therapeutics
QLGN
$3.56M
| – | – |
0
| – | – |
|
6021
Research Frontiers
REFR
$42.1M
| $8K | ﹤0.01% |
6,438
+3,777
| +142% | +$4.69K |
|
6022
SharpLink Gaming
SBET
$3.43B
| $8K | ﹤0.01% |
+14
| New | +$8K |
|
6023
Sypris Solutions
SYPR
$48.6M
| $8K | ﹤0.01% |
5,430
-5,858
| -52% | -$8.63K |
|
6024
TRX Gold Corp
TRX
$144M
| $8K | ﹤0.01% |
25,882
+11,293
| +77% | +$3.49K |
|
6025
Titan Pharmaceuticals
TTNP
$5.71M
| $8K | ﹤0.01% |
1
| – | – |
|