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 | |
|---|---|---|---|---|---|---|
|
HTZWW
6326
Hertz Global Holdings Warrants
HTZWW
$313M
| $57.6K | ﹤0.01% |
15,773
-591
| -4% | -$2.16K |
|
6327
iShares US Consumer Focused ETF
IEDI
$31.4M
| $57.6K | ﹤0.01% |
1,051
+79
| +8% | +$4.33K |
|
6328
Smart Sand
SND
$84.2M
| $57.5K | ﹤0.01% |
28,631
+26,930
| +1,583% | +$54.1K |
|
6329
Empire Petroleum
EP
$139M
| $57.5K | ﹤0.01% |
10,885
-6,170
| -36% | -$32.6K |
|
6330
Forrester Research
FORR
$214M
| $57.4K | ﹤0.01% |
5,795
-3,602
| -38% | -$35.7K |
|
6331
Wheels Up
UP
$1.71B
| $57.2K | ﹤0.01% |
53,489
-145,655
| -73% | -$156K |
|
6332
CBAK Energy Technology
CBAT
$80.7M
| $57.2K | ﹤0.01% |
48,448
-1,656
| -3% | -$1.95K |
|
6333
Annovis Bio
ANVS
$45.8M
| $57.1K | ﹤0.01% |
26,317
-134,559
| -84% | -$292K |
|
6334
ProShares UltraShort Real Estate
SRS
$22.1M
| $57K | ﹤0.01% |
1,196
+1,147
| +2,341% | +$54.7K |
|
|
GLDG
6335
GoldMining Inc
GLDG
$227M
| $57K | ﹤0.01% |
79,134
+62,135
| +366% | +$44.7K |
|
6336
Amtech Systems
ASYS
$136M
| $57K | ﹤0.01% |
12,829
+11,606
| +949% | +$51.5K |
|
|
OCFT
6337
OneConnect Financial Technology
OCFT
$281M
| $56.7K | ﹤0.01% |
7,878
+7,131
| +955% | +$51.3K |
|
6338
Invesco Zacks Multi-Asset Income ETF
CVY
$117M
| $56.7K | ﹤0.01% |
2,200
+61
| +3% | +$1.57K |
|
6339
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$64.1M
| $56.6K | ﹤0.01% |
1,585
+1,390
| +713% | +$49.7K |
|
|
SGMA
6340
DELISTED
Sigmatron International
SGMA
| $56.6K | ﹤0.01% |
19,027
+16,743
| +733% | +$49.8K |
|
6341
Glen Burnie Bancorp
GLBZ
$13.4M
| $56.5K | ﹤0.01% |
11,285
+1,040
| +10% | +$5.21K |
|
6342
JPMorgan Global Select Equity ETF
JGLO
$7.36B
| $56.5K | ﹤0.01% |
878
| – | – |
|
6343
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$589M
| $56.5K | ﹤0.01% |
1,662
| – | – |
|
6344
Fidelity Metaverse ETF
FMET
$49.3M
| $56.4K | ﹤0.01% |
1,659
+598
| +56% | +$20.3K |
|
6345
Tucows
TCX
$208M
| $56.4K | ﹤0.01% |
2,860
-6,686
| -70% | -$132K |
|
6346
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$70.4M
| $56.3K | ﹤0.01% |
1,400
-393
| -22% | -$15.8K |
|
6347
reAlpha
AIRE
$93.8M
| $56.2K | ﹤0.01% |
184,297
+173,433
| +1,596% | +$52.9K |
|
6348
Direct Digital Holdings
DRCT
$8.83M
| $56.2K | ﹤0.01% |
99,403
+99,239
| +60,512% | +$56.1K |
|
6349
Goose Hollow Multi-Strategy Income ETF
GHMS
$16.7M
| $56K | ﹤0.01% |
2,142
+1,938
| +950% | +$50.7K |
|
6350
Banzai International
BNZI
$9.59M
| $56K | ﹤0.01% |
9,504
+7,510
| +377% | +$44.2K |
|