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 |
UBS Group
UBS
|
+$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$729M |
| 3 |
Union Pacific
UNP
|
+$209M |
| 4 |
Alcon
ALC
|
+$183M |
| 5 |
Linde
LIN
|
+$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$927M |
| 2 |
Apple
AAPL
|
+$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$535M |
| 5 |
TSMC
TSM
|
+$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6076
Wrap Technologies
WRAP
$132M
| $17.5K | ﹤0.01% |
10,149
-7,199
| -41% | -$12.4K |
|
6077
SB Financial Group
SBFG
$133M
| $17.4K | ﹤0.01% |
1,234
-12,259
| -91% | -$173K |
|
|
PLMJU
6078
DELISTED
Plum Acquisition Corp. III Unit
PLMJU
| $17.4K | ﹤0.01% |
1,700
+100
| +6% | +$1.02K |
|
|
AWIN
6079
DELISTED
AERWINS Technologies Inc. Common Stock
AWIN
| $17.4K | ﹤0.01% |
185
+175
| +1,750% | +$16.5K |
|
|
GGAA
6080
DELISTED
Genesis Growth Tech Acquisition Corp. Class A Ordinary Shares
GGAA
| $17.4K | ﹤0.01% |
1,607
-95
| -6% | -$1.03K |
|
6081
XBiotech
XBIT
$82.9M
| $17.4K | ﹤0.01% |
5,033
-864
| -15% | -$2.98K |
|
6082
Verastem
VSTM
$557M
| $17.3K | ﹤0.01% |
3,484
-523
| -13% | -$2.6K |
|
6083
AEye
LIDR
$106M
| $17.3K | ﹤0.01% |
1,836
+718
| +64% | +$6.78K |
|
6084
CI&T Inc
CINT
$737M
| $17.3K | ﹤0.01% |
3,147
-239
| -7% | -$1.32K |
|
6085
Zura Bio
ZURA
$129M
| $17.3K | ﹤0.01% |
1,162
-674
| -37% | -$10.1K |
|
6086
KVH Industries
KVHI
$109M
| $17.3K | ﹤0.01% |
1,522
+84
| +6% | +$956 |
|
|
AONC
6087
DELISTED
American Oncology Network, Inc. Class A Common Stock
AONC
| $17.3K | ﹤0.01% |
1,668
+399
| +31% | +$4.13K |
|
6088
Advent Technologies
ADN
$8.73M
| $17.2K | ﹤0.01% |
542
-161
| -23% | -$5.12K |
|
|
NVCN
6089
DELISTED
Neovasc Inc.
NVCN
| $17.2K | ﹤0.01% |
590
-736
| -56% | -$21.5K |
|
6090
Flexsteel Industries
FLXS
$255M
| $17.1K | ﹤0.01% |
890
-1,428
| -62% | -$27.5K |
|
6091
ALPS Active Equity Opportunity ETF
RFFC
$22.4M
| $17.1K | ﹤0.01% |
412
-1,236
| -75% | -$51.4K |
|
6092
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$179M
| $17.1K | ﹤0.01% |
770
+345
| +81% | +$7.67K |
|
|
HCDI
6093
DELISTED
Harbor Custom Development, Inc. Common Stock
HCDI
| $17.1K | ﹤0.01% |
3,942
+2,975
| +308% | +$12.9K |
|
6094
Avantis Core Fixed Income ETF
AVIG
$1.23B
| $17.1K | ﹤0.01% |
406
+401
| +8,020% | +$16.9K |
|
6095
Laser Photonics
LASE
$60M
| $17.1K | ﹤0.01% |
3,652
-5,351
| -59% | -$25K |
|
|
STEX
6096
Streamex Corp
STEX
$247M
| $17K | ﹤0.01% |
1,495
-465
| -24% | -$5.3K |
|
|
SUNE
6097
SUNation Energy
SUNE
$4.87M
| – | – |
0
| – | -$6.95K |
|
6098
LifeVantage
LFVN
$135M
| $17K | ﹤0.01% |
4,736
+1,455
| +44% | +$5.22K |
|
6099
Expensify
EXFY
$181M
| $17K | ﹤0.01% |
2,084
+1,801
| +636% | +$14.7K |
|
6100
Travelzoo
TZOO
$113M
| $17K | ﹤0.01% |
2,810
+283
| +11% | +$1.71K |
|