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 | |
|---|---|---|---|---|---|---|
6226
New England Realty Associates
NEN
$253M
| $17.2K | ﹤0.01% |
+243
| New | +$17.2K |
|
6227
Electro-Sensors
ELSE
$16.9M
| $17.2K | ﹤0.01% |
4,364
+3,919
| +881% | +$15.5K |
|
6228
CN Energy Group
CNEY
$12.2M
| $17.2K | ﹤0.01% |
1,427
+1,406
| +6,695% | +$16.9K |
|
6229
ProShares Short FTSE China 50 of PROSHARES TRUST
YXI
$2.93M
| $17.2K | ﹤0.01% |
992
+909
| +1,095% | +$15.7K |
|
6230
YieldMax MSFT Option Income Strategy ETF
MSFO
$142M
| $17.2K | ﹤0.01% |
+771
| New | +$17.2K |
|
|
GRF
6231
Eagle Capital Growth Fund
GRF
$42.7M
| $17.1K | ﹤0.01% |
+1,853
| New | +$17.1K |
|
|
VZLA
6232
Vizsla Silver
VZLA
$1.27B
| $17.1K | ﹤0.01% |
9,560
-5,637
| -37% | -$10.1K |
|
6233
Hongli Group
HLP
$79.3M
| $17.1K | ﹤0.01% |
+7,996
| New | +$17.1K |
|
|
EONR
6234
EON Resources Inc.
EONR
$18.9M
| $17.1K | ﹤0.01% |
6,505
+996
| +18% | +$2.62K |
|
6235
Intelligent Living
ILAG
$13.3M
| $17.1K | ﹤0.01% |
43,864
+42,841
| +4,188% | +$16.7K |
|
6236
ProShares Ultra Consumer Staples
UGE
$7.59M
| $17.1K | ﹤0.01% |
976
+947
| +3,266% | +$16.6K |
|
|
PRST
6237
DELISTED
Presto Technologies, Inc. Common Stock
PRST
| $17.1K | ﹤0.01% |
243,751
+238,803
| +4,826% | +$16.7K |
|
|
FURY
6238
Fury Gold Mines
FURY
$117M
| $17.1K | ﹤0.01% |
43,944
| – | – |
|
|
SYT
6239
DELISTED
SYLA Technologies
SYT
| $17K | ﹤0.01% |
9,036
+9,031
| +180,620% | +$17K |
|
6240
Unusual Machines
UMAC
$346M
| $17K | ﹤0.01% |
13,059
+13,025
| +38,309% | +$16.9K |
|
|
PVLA
6241
Palvella Therapeutics, Inc. Common Stock
PVLA
$653M
| $16.9K | ﹤0.01% |
1,726
+1,076
| +166% | +$10.6K |
|
6242
Nuveen ESG Dividend ETF
NUDV
$31.9M
| $16.9K | ﹤0.01% |
+632
| New | +$16.9K |
|
|
OKUR
6243
OnKure Therapeutics, Inc. Class A Common Stock
OKUR
$33.6M
| $16.9K | ﹤0.01% |
1,119
-69
| -6% | -$1.04K |
|
6244
Gotham Enhanced 500 ETF
GSPY
$603M
| $16.9K | ﹤0.01% |
568
+469
| +474% | +$13.9K |
|
6245
Trio-Tech International
TRT
$23.6M
| $16.9K | ﹤0.01% |
2,771
+1,333
| +93% | +$8.12K |
|
|
BNC
6246
CEA Industries
BNC
$464M
| $16.9K | ﹤0.01% |
+2,513
| New | +$16.9K |
|
6247
Expion360
XPON
$10.4M
| $16.8K | ﹤0.01% |
168
+164
| +4,100% | +$16.4K |
|
6248
REE Automotive
REE
$20.6M
| $16.8K | ﹤0.01% |
4,293
+4,276
| +25,153% | +$16.7K |
|
6249
New Concept Energy
GBR
$5.59M
| $16.8K | ﹤0.01% |
10,478
+7,374
| +238% | +$11.8K |
|
|
PGRU
6250
DELISTED
PropertyGuru Group Limited
PGRU
| $16.8K | ﹤0.01% |
3,455
+1,869
| +118% | +$9.07K |
|