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 | |
|---|---|---|---|---|---|---|
|
SPEC
6301
DELISTED
Spectaire Holdings, Inc. Common Stock
SPEC
| $15.5K | ﹤0.01% |
+30,921
| New | +$15.5K |
|
6302
YieldMax AMD Option Income Strategy ETF
AMDY
$179M
| $15.4K | ﹤0.01% |
898
-879
| -49% | -$15.1K |
|
6303
Greenidge Generation Holdings
GREE
$24.1M
| $15.3K | ﹤0.01% |
5,695
+5,394
| +1,792% | +$14.5K |
|
6304
Network-1 Technologies
NTIP
$37.4M
| $15.3K | ﹤0.01% |
8,605
+8,414
| +4,405% | +$15K |
|
|
CYTH
6305
DELISTED
Cyclo Therapeutics, Inc. Common Stock
CYTH
| $15.3K | ﹤0.01% |
12,053
+7,225
| +150% | +$9.18K |
|
6306
MIND Technology
MIND
$66M
| $15.3K | ﹤0.01% |
3,637
+3,437
| +1,719% | +$14.4K |
|
6307
AAM S&P 500 High Dividend Value ETF
SPDV
$74.3M
| $15.2K | ﹤0.01% |
507
-55
| -10% | -$1.65K |
|
|
CMRX
6308
DELISTED
Chimerix, Inc.
CMRX
| $15.2K | ﹤0.01% |
17,360
-10,881
| -39% | -$9.53K |
|
6309
Captivision
CAPT
$35M
| $15.2K | ﹤0.01% |
+5,690
| New | +$15.2K |
|
|
TPHS
6310
DELISTED
Trinity Place Holdings Inc.com
TPHS
| $15.1K | ﹤0.01% |
+129,291
| New | +$15.1K |
|
|
SOL
6311
Emeren Group
SOL
$97M
| $15.1K | ﹤0.01% |
10,048
+8,074
| +409% | +$12.1K |
|
|
MOGO
6312
Mogo
MOGO
$47.3M
| $15.1K | ﹤0.01% |
10,246
+5,848
| +133% | +$8.6K |
|
6313
Silynxcom
SYNX
$10.6M
| $15.1K | ﹤0.01% |
5,266
+4,641
| +743% | +$13.3K |
|
6314
Imunon
IMNN
$13M
| $15.1K | ﹤0.01% |
995
+993
| +49,650% | +$15K |
|
6315
Professional Diversity Network
IPDN
$8.13M
| $15.1K | ﹤0.01% |
3,272
+3,266
| +54,433% | +$15K |
|
|
AHG
6316
Akso Health Group
AHG
$1.03B
| $15K | ﹤0.01% |
18,347
+17,115
| +1,389% | +$14K |
|
6317
Cineverse
CNVS
$63.7M
| $15K | ﹤0.01% |
16,900
+14,763
| +691% | +$13.1K |
|
6318
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$434M
| $15K | ﹤0.01% |
361
+261
| +261% | +$10.8K |
|
|
MRNO
6319
Murano Global Investments
MRNO
$197M
| $15K | ﹤0.01% |
1,506
+1,494
| +12,450% | +$14.9K |
|
|
XHG
6320
XChange TEC
XHG
$76.3M
| $14.9K | ﹤0.01% |
+47
| New | +$14.9K |
|
6321
ESH Acquisition Corp
ESHA
$45.5M
| $14.9K | ﹤0.01% |
+1,429
| New | +$14.9K |
|
6322
Surf Air Mobility
SRFM
$191M
| $14.9K | ﹤0.01% |
+5,537
| New | +$14.9K |
|
|
AACG
6323
ATA Creativity
AACG
$80.3M
| $14.9K | ﹤0.01% |
18,185
-3,895
| -18% | -$3.19K |
|
6324
Golden Matrix Group
GMGI
$139M
| $14.9K | ﹤0.01% |
6,019
-5,013
| -45% | -$12.4K |
|
6325
Data Storage Corp
DTST
$33.3M
| $14.8K | ﹤0.01% |
+2,261
| New | +$14.8K |
|