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 | |
|---|---|---|---|---|---|---|
6501
Mediaco Holding
MDIA
$71.9M
| $45.4K | ﹤0.01% |
41,660
-97,540
| -70% | -$106K |
|
6502
Erayak Power Solution Group
RAYA
$9.43M
| $45.2K | ﹤0.01% |
18,070
-5,610
| -24% | -$14K |
|
6503
Consumer Portfolio Services
CPSS
$185M
| $45.2K | ﹤0.01% |
4,595
-1,347
| -23% | -$13.2K |
|
6504
Innovator Buffer Step-Up Strategy ETF
BSTP
$56.2M
| $45.1K | ﹤0.01% |
+1,305
| New | +$45.1K |
|
6505
Pinnacle Focused Opportunities ETF
FCUS
$46.2M
| $45K | ﹤0.01% |
1,746
+1,363
| +356% | +$35.1K |
|
6506
iShares Global ex USD High Yield Corporate Bond ETF
HYXU
$67M
| $45K | ﹤0.01% |
819
+720
| +727% | +$39.5K |
|
6507
Solidion Technology
STI
$13M
| $44.9K | ﹤0.01% |
11,408
+7,749
| +212% | +$30.5K |
|
|
BCTX
6508
Briacell Therapeutics
BCTX
$15.7M
| $44.8K | ﹤0.01% |
1,524
-383
| -20% | -$11.3K |
|
|
CISO
6509
CISO Global
CISO
$42.4M
| $44.8K | ﹤0.01% |
38,954
-1,450
| -4% | -$1.67K |
|
6510
Richardson Electronics
RELL
$146M
| $44.7K | ﹤0.01% |
4,631
-12,911
| -74% | -$125K |
|
6511
Transcontinental Realty Investors
TCI
$394M
| $44.7K | ﹤0.01% |
1,048
+185
| +21% | +$7.88K |
|
|
EURKU
6512
Eureka Acquisition Corp Unit
EURKU
| $44.7K | ﹤0.01% |
4,265
| – | – |
|
6513
Ellomay Capital Ltd
ELLO
$251M
| $44.6K | ﹤0.01% |
2,591
-1,141
| -31% | -$19.6K |
|
|
YQ
6514
17 Education & Technology Group
YQ
$32.8M
| $44.6K | ﹤0.01% |
+20,335
| New | +$44.6K |
|
|
JEQ
6515
abrdn Japan Equity Fund
JEQ
$123M
| $44.5K | ﹤0.01% |
5,907
-10,612
| -64% | -$80K |
|
6516
AXS Real Estate Income ETF
RINC
$35.3M
| $44.5K | ﹤0.01% |
2,131
+789
| +59% | +$16.5K |
|
6517
GraniteShares 2x Long AAPL Daily ETF
AAPB
$33.4M
| $44.4K | ﹤0.01% |
2,206
+1,580
| +252% | +$31.8K |
|
6518
authID Inc
AUID
$41.1M
| $44.3K | ﹤0.01% |
8,366
-6,710
| -45% | -$35.5K |
|
6519
United Maritime
USEA
$16M
| $44.1K | ﹤0.01% |
29,988
+9,988
| +50% | +$14.7K |
|
|
NREF
6520
NexPoint Real Estate Finance
NREF
$249M
| $44K | ﹤0.01% |
3,192
-2,031
| -39% | -$28K |
|
6521
Super League Enterprise
SLE
$3.77M
| $43.8K | ﹤0.01% |
9,453
+8,973
| +1,869% | +$41.6K |
|
|
CNAV
6522
Mohr Company Nav ETF
CNAV
$35.7M
| $43.8K | ﹤0.01% |
1,604
+717
| +81% | +$19.6K |
|
|
FGL
6523
Founder Group Limited Class A Ordinary Shares
FGL
$22.5M
| $43.8K | ﹤0.01% |
58,352
-29,725
| -34% | -$22.3K |
|
|
YI
6524
111 Inc
YI
$48.4M
| $43.7K | ﹤0.01% |
6,118
+4,664
| +321% | +$33.3K |
|
6525
Urban One Class A
UONE
$67.2M
| $43.6K | ﹤0.01% |
27,234
-9,536
| -26% | -$15.3K |
|