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 |
NVIDIA
NVDA
|
+$1.37B |
| 2 |
Apple
AAPL
|
+$1.22B |
| 3 |
Microsoft
MSFT
|
+$1.11B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$885M |
| 5 |
Nike
NKE
|
+$833M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$398M |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
+$385M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$351M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$263M |
| 5 |
NRG Energy
NRG
|
+$239M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 10.23% |
| 3 | Healthcare | 7.95% |
| 4 | Consumer Discretionary | 7.27% |
| 5 | Communication Services | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
COLO
6076
Global X MSCI Colombia ETF
COLO
$102M
| $22K | ﹤0.01% |
+893
| New | +$22K |
|
|
OGI
6077
Organigram Holdings
OGI
$252M
| $22K | ﹤0.01% |
14,267
+13,235
| +1,282% | +$20.4K |
|
|
CANG
6078
Cango
CANG
$819M
| $22K | ﹤0.01% |
13,150
+12,750
| +3,188% | +$21.3K |
|
6079
Direxion Daily Retail Bull 3X Shares
RETL
$41.5M
| $21.9K | ﹤0.01% |
2,385
+2,382
| +79,400% | +$21.9K |
|
|
AUMN
6080
DELISTED
Golden Minerals Company
AUMN
| $21.9K | ﹤0.01% |
52,182
+12,463
| +31% | +$5.23K |
|
6081
Educational Development Corp
EDUC
$12.6M
| $21.9K | ﹤0.01% |
11,801
-3,864
| -25% | -$7.16K |
|
6082
First Guaranty Bancshares
FGBI
$124M
| $21.8K | ﹤0.01% |
2,427
+2,210
| +1,018% | +$19.9K |
|
6083
Brilliant Earth
BRLT
$39.8M
| $21.8K | ﹤0.01% |
9,826
+7,830
| +392% | +$17.4K |
|
6084
Santander
BSBR
$41.2B
| $21.8K | ﹤0.01% |
4,413
-6,043
| -58% | -$29.9K |
|
6085
Oblong
OBLG
$7.12M
| $21.8K | ﹤0.01% |
3,077
-2,312
| -43% | -$16.4K |
|
6086
Innovator US Equity Ultra Buffer ETF January
UJAN
$206M
| $21.8K | ﹤0.01% |
587
+423
| +258% | +$15.7K |
|
|
NEE.PRR
6087
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
| $21.7K | ﹤0.01% |
523
+23
| +5% | +$954 |
|
6088
Roundhill Sports Betting & iGaming ETF
BETZ
$82.6M
| $21.6K | ﹤0.01% |
1,267
+976
| +335% | +$16.6K |
|
6089
Zura Bio
ZURA
$133M
| $21.5K | ﹤0.01% |
6,149
-11,083
| -64% | -$38.8K |
|
|
SPAX
6090
DELISTED
Robinson Alternative Yield Pre-merger SPAC ETF
SPAX
| $21.4K | ﹤0.01% |
1,059
+963
| +1,003% | +$19.5K |
|
|
STRM
6091
DELISTED
Streamline Health Solutions
STRM
| $21.4K | ﹤0.01% |
3,093
-75
| -2% | -$519 |
|
6092
Strive FAANG 2.0 ETF
FTWO
$45.3M
| $21.4K | ﹤0.01% |
+758
| New | +$21.4K |
|
6093
Verde Clean Fuels
VGAS
$72.3M
| $21.3K | ﹤0.01% |
5,151
+4,754
| +1,197% | +$19.7K |
|
6094
Tantech Holdings
TANH
$2.85M
| $21.3K | ﹤0.01% |
654
+624
| +2,080% | +$20.3K |
|
6095
Safe and Green Development Corp
SGD
$5M
| $21.3K | ﹤0.01% |
2,597
+2,342
| +918% | +$19.2K |
|
|
QSG
6096
QuantaSing Group
QSG
$450M
| $21.2K | ﹤0.01% |
12,867
+12,238
| +1,946% | +$20.2K |
|
|
HOFV
6097
DELISTED
Hall of Fame Resort & Entertainment Co
HOFV
| $21.2K | ﹤0.01% |
7,367
+6,984
| +1,823% | +$20.1K |
|
6098
Pinnacle Focused Opportunities ETF
FCUS
$46.3M
| $21.2K | ﹤0.01% |
+767
| New | +$21.2K |
|
6099
Infobird
IFBD
$8.93M
| $21.2K | ﹤0.01% |
6,947
+6,446
| +1,287% | +$19.7K |
|
6100
ProShares UltraShort Industrials
SIJ
$1.29M
| $21.1K | ﹤0.01% |
1,060
-385
| -27% | -$7.67K |
|