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 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LITS
6426
Lite Strategy, Inc. Common Stock
LITS
$85.7M
| $27.5K | ﹤0.01% |
11,161
-1,717
| -13% | -$4.22K |
|
|
WAVE
6427
Eco Wave Power Global
WAVE
$52.1M
| $27.2K | ﹤0.01% |
2,476
+2,305
| +1,348% | +$25.4K |
|
6428
Innovative Eyewear
LUCY
$8.65M
| $27.2K | ﹤0.01% |
5,534
-12,303
| -69% | -$60.5K |
|
6429
ProShares Pet Care ETF
PAWZ
$56.6M
| $27.2K | ﹤0.01% |
500
-582
| -54% | -$31.7K |
|
6430
Immunic
IMUX
$81.9M
| $27.2K | ﹤0.01% |
27,197
+24,758
| +1,015% | +$24.8K |
|
6431
Drilling Tools International
DTI
$85.2M
| $27.2K | ﹤0.01% |
8,310
+2,737
| +49% | +$8.95K |
|
6432
Chicago Rivet & Machine Co
CVR
$9.89M
| $27.1K | ﹤0.01% |
+1,712
| New | +$27.1K |
|
|
RDHL
6433
Redhill Biopharma
RDHL
$5.66M
| $27.1K | ﹤0.01% |
4,367
+4,364
| +145,467% | +$27.1K |
|
|
FCO
6434
abrdn Global Income Fund
FCO
$45.5M
| $27.1K | ﹤0.01% |
4,591
+491
| +12% | +$2.9K |
|
|
CGGE
6435
Capital Group Global Equity ETF
CGGE
$991M
| $27.1K | ﹤0.01% |
+1,061
| New | +$27.1K |
|
6436
Formidable ETF
FORH
$21.3M
| $26.9K | ﹤0.01% |
1,278
-918
| -42% | -$19.4K |
|
6437
Kaixin Holdings
KXIN
$8.58M
| $26.9K | ﹤0.01% |
17,676
+15,805
| +845% | +$24K |
|
6438
Psyence Biomedical
PBM
$872K
| $26.8K | ﹤0.01% |
1,595
+1,570
| +6,280% | +$26.4K |
|
6439
Electro-Sensors
ELSE
$16.9M
| $26.7K | ﹤0.01% |
5,167
+5,021
| +3,439% | +$25.9K |
|
6440
System1
SST
$68.1M
| $26.7K | ﹤0.01% |
2,973
+1,857
| +166% | +$16.7K |
|
6441
Fidelity Quality Factor ETF
FQAL
$1.11B
| $26.7K | ﹤0.01% |
408
-2,357
| -85% | -$154K |
|
|
IMG
6442
CIMG Inc. Common Stock
IMG
$53.5M
| $26.7K | ﹤0.01% |
36,548
-25,130
| -41% | -$18.3K |
|
6443
IZEA Worldwide
IZEA
$60.7M
| $26.6K | ﹤0.01% |
9,683
+7,514
| +346% | +$20.7K |
|
|
MKDW
6444
MKDWELL Tech Inc. Ordinary Share
MKDW
$31.6M
| $26.6K | ﹤0.01% |
28,994
+11,531
| +66% | +$10.6K |
|
|
DECA
6445
DELISTED
Denali Capital Acquisition Corp. Class A Ordinary Shares
DECA
| $26.6K | ﹤0.01% |
2,247
+468
| +26% | +$5.54K |
|
6446
Global Mofy Metaverse
GMM
$57.3M
| $26.6K | ﹤0.01% |
+6,850
| New | +$26.6K |
|
|
MSC
6447
Studio City International Holdings
MSC
$793M
| $26.6K | ﹤0.01% |
4,703
+1,604
| +52% | +$9.06K |
|
6448
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$52.3M
| $26.5K | ﹤0.01% |
+606
| New | +$26.5K |
|
6449
Hyperfine
HYPR
$111M
| $26.5K | ﹤0.01% |
30,112
+21,120
| +235% | +$18.6K |
|
|
GLQ
6450
Clough Global Equity Fund
GLQ
$142M
| $26.5K | ﹤0.01% |
3,977
+1,977
| +99% | +$13.2K |
|