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 |
Tesla
TSLA
|
+$448M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$344M |
| 3 |
Exxon Mobil
XOM
|
+$302M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$234M |
| 5 |
TSMC
TSM
|
+$231M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$924M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$837M |
| 3 |
UBS Group
UBS
|
+$706M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
+$462M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$388M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Financials | 9.21% |
| 3 | Healthcare | 8.14% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Industrials | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BNAI
6501
Brand Engagement Network
BNAI
$13.5M
| $19K | ﹤0.01% |
+1,912
| New | +$19K |
|
|
VEEA
6502
Veea Inc. Common Stock
VEEA
$31.2M
| $19K | ﹤0.01% |
1,995
-1,005
| -34% | -$9.57K |
|
|
IRD
6503
Opus Genetics, Inc. Common Stock
IRD
$89.3M
| $19K | ﹤0.01% |
5,748
-1,397
| -20% | -$4.62K |
|
6504
HCM Defender 500 Index ETF
LGH
$562M
| $19K | ﹤0.01% |
449
+253
| +129% | +$10.7K |
|
6505
MoonLake Immunotherapeutics
MLTX
$3.44B
| $19K | ﹤0.01% |
+1,692
| New | +$19K |
|
6506
Moog Inc Class B
MOG.B
$6.22B
| $19K | ﹤0.01% |
211
-1
| -0.5% | -$90 |
|
6507
Nkarta
NKTX
$141M
| $19K | ﹤0.01% |
1,696
-4,253
| -71% | -$47.6K |
|
6508
NerdWallet
NRDS
$857M
| $19K | ﹤0.01% |
1,630
-962
| -37% | -$11.2K |
|
6509
ProShares Ultra Dow30
DDM
$448M
| $19K | ﹤0.01% |
261
-207
| -44% | -$15.1K |
|
6510
Viant Technology
DSP
$153M
| $19K | ﹤0.01% |
2,937
-1,748
| -37% | -$11.3K |
|
6511
Akanda
AKAN
$2.64M
| $18K | ﹤0.01% |
+1
| New | +$18K |
|
6512
BigBear.ai Holdings Warrant
BBAI.WS
$630M
| $18K | ﹤0.01% |
19,918
+19,018
| +2,113% | +$17.2K |
|
6513
AdvisorShares Focused Equity ETF
CWS
$189M
| $18K | ﹤0.01% |
+380
| New | +$18K |
|
|
CYBN
6514
Cybin
CYBN
$142M
| $18K | ﹤0.01% |
590
-547
| -48% | -$16.7K |
|
6515
FT Vest US Equity Deep Buffer ETF January
DJAN
$347M
| $18K | ﹤0.01% |
562
-447
| -44% | -$14.3K |
|
6516
Escalade
ESCA
$179M
| $18K | ﹤0.01% |
1,341
-2,036
| -60% | -$27.3K |
|
6517
EyePoint Pharmaceuticals
EYPT
$948M
| $18K | ﹤0.01% |
1,524
-30,828
| -95% | -$364K |
|
6518
Five Point Holdings
FPH
$454M
| $18K | ﹤0.01% |
2,886
-1,155
| -29% | -$7.2K |
|
|
GLV
6519
Clough Global Dividend & Income Fund
GLV
$73.7M
| $18K | ﹤0.01% |
2,000
-9,590
| -83% | -$86.3K |
|
|
GP
6520
GreenPower Motor Co
GP
$12M
| $18K | ﹤0.01% |
2,597
-1,271
| -33% | -$8.81K |
|
6521
Hurco Companies Inc
HURC
$111M
| $18K | ﹤0.01% |
575
+211
| +58% | +$6.61K |
|
6522
Hawthorn Bancshares
HWBK
$225M
| $18K | ﹤0.01% |
761
+716
| +1,591% | +$16.9K |
|
|
IMMP
6523
Immutep
IMMP
$248M
| $18K | ﹤0.01% |
6,456
+4,568
| +242% | +$12.7K |
|
6524
Key Tronic
KTCC
$38.6M
| $18K | ﹤0.01% |
+3,185
| New | +$18K |
|
6525
LanzaTech
LNZA
$47.6M
| $18K | ﹤0.01% |
+19
| New | +$18K |
|