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 |
AMRZ
Amrize Ltd
AMRZ
|
+$766M |
| 2 |
Tesla
TSLA
|
+$470M |
| 3 |
Suncor Energy
SU
|
+$467M |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56B |
| 2 |
Apple
AAPL
|
+$1.35B |
| 3 |
UBS Group
UBS
|
+$1.06B |
| 4 |
NVIDIA
NVDA
|
+$827M |
| 5 |
Hewlett Packard
HPE
|
+$721M |
Sector Composition
| 1 | Technology | 22.13% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.2% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6101
Broadwind
BWEN
$48.8M
| $78.1K | ﹤0.01% |
43,149
+43,148
| +4,314,800% | +$78.1K |
|
6102
First Trust Eurozone AlphaDEX
FEUZ
$78.8M
| $78K | ﹤0.01% |
1,412
-308
| -18% | -$17K |
|
6103
United Bancorp
UBCP
$78.4M
| $78K | ﹤0.01% |
5,378
+4
| +0.1% | +$58 |
|
6104
Lantern Pharma
LTRN
$44M
| $77.9K | ﹤0.01% |
24,653
-3,438
| -12% | -$10.9K |
|
6105
IMGP Berkshire Dividend Growth ETF
BDVG
$8.56M
| $77.7K | ﹤0.01% |
+6,456
| New | +$77.7K |
|
|
CUBWU
6106
Lionheart Holdings Unit
CUBWU
| $77.4K | ﹤0.01% |
7,447
| – | – |
|
6107
Flanigan's Enterprises
BDL
$59M
| $77.4K | ﹤0.01% |
2,230
+211
| +10% | +$7.33K |
|
6108
Superior Group of Companies
SGC
$191M
| $77.4K | ﹤0.01% |
7,514
+1,037
| +16% | +$10.7K |
|
|
SUPX
6109
Super X AI Technology Limited Ordinary Shares
SUPX
$1.33B
| $77.4K | ﹤0.01% |
7,670
+3,008
| +65% | +$30.4K |
|
|
DIPS
6110
YieldMax Short NVDA Option Income Strategy ETF
DIPS
$8.75M
| $77.3K | ﹤0.01% |
10,379
+9,656
| +1,336% | +$71.9K |
|
|
CAPNU
6111
Cayson Acquisition Corp Unit
CAPNU
| $77.3K | ﹤0.01% |
7,543
-1,500
| -17% | -$15.4K |
|
|
LEO
6112
BNY Mellon Strategic Municipals
LEO
$388M
| $77.2K | ﹤0.01% |
13,041
-80,979
| -86% | -$479K |
|
|
NB
6113
NioCorp Developments
NB
$446M
| $77.1K | ﹤0.01% |
33,110
+33,060
| +66,120% | +$77K |
|
6114
Brandes International ETF
BINV
$288M
| $77.1K | ﹤0.01% |
2,150
+1,337
| +164% | +$47.9K |
|
6115
Lucid Diagnostics
LUCD
$109M
| $76.8K | ﹤0.01% |
66,785
+60,935
| +1,042% | +$70.1K |
|
6116
Nuvectis Pharma
NVCT
$163M
| $76.6K | ﹤0.01% |
10,258
-101,262
| -91% | -$756K |
|
|
LPA
6117
Logistic Properties of the Americas
LPA
$199M
| $76.6K | ﹤0.01% |
11,212
-7,467
| -40% | -$51K |
|
6118
Mindful Conservative ETF
MFUL
$33.4M
| $76.4K | ﹤0.01% |
3,516
+1,058
| +43% | +$23K |
|
6119
Hub Cyber Security
HUBC
$48.5M
| $76.4K | ﹤0.01% |
39,787
+29,928
| +304% | +$57.5K |
|
6120
Tempest Therapeutics
TPST
$44.4M
| $76.3K | ﹤0.01% |
11,223
-13,677
| -55% | -$93K |
|
6121
Duos Technologies
DUOT
$157M
| $76.2K | ﹤0.01% |
10,652
+3,424
| +47% | +$24.5K |
|
6122
Leuthold Core ETF
LCR
$70.8M
| $76.1K | ﹤0.01% |
2,104
-519
| -20% | -$18.8K |
|
6123
PGIM Portfolio Ballast ETF
PBL
$70.2M
| $75.8K | ﹤0.01% |
2,588
+99
| +4% | +$2.9K |
|
6124
Simplify US Equity PLUS GBTC ETF
SPBC
$78.2M
| $75.8K | ﹤0.01% |
+1,828
| New | +$75.8K |
|
6125
Inhibikase Therapeutics
IKT
$115M
| $75.4K | ﹤0.01% |
38,674
-6,592
| -15% | -$12.9K |
|