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 |
Microsoft
MSFT
|
+$774M |
| 2 |
Amazon
AMZN
|
+$733M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
+$516M |
| 4 |
JPMorgan Chase
JPM
|
+$396M |
| 5 |
Costco
COST
|
+$384M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.59B |
| 2 |
UBS Group
UBS
|
+$1.43B |
| 3 |
RHT
Red Hat Inc
RHT
|
+$664M |
| 4 |
Vanguard Total World Stock ETF
VT
|
+$457M |
| 5 |
RTX Corp
RTX
|
+$430M |
Sector Composition
| 1 | Technology | 11.62% |
| 2 | Financials | 8.3% |
| 3 | Healthcare | 7.46% |
| 4 | Consumer Discretionary | 7.08% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CRESY
6526
Cresud
CRESY
$534M
| $2K | ﹤0.01% |
140
-2,988
| -96% | -$42.7K |
|
6527
Castor Maritime
CTRM
$19.3M
| $2K | ﹤0.01% |
+4
| New | +$2K |
|
6528
CVD Equipment Corp
CVV
$20.8M
| $2K | ﹤0.01% |
+608
| New | +$2K |
|
6529
Global X DAX Germany ETF
DAX
$304M
| $2K | ﹤0.01% |
90
-3,731
| -98% | -$82.9K |
|
6530
JPMorgan US Quality Factor ETF
JQUA
$7.31B
| $2K | ﹤0.01% |
+74
| New | +$2K |
|
6531
Koss Corp
KOSS
$54.2M
| $2K | ﹤0.01% |
824
-2,340
| -74% | -$5.68K |
|
6532
Kiora Pharmaceuticals
KPRX
$9.1M
| $2K | ﹤0.01% |
1
-4
| -80% | -$8K |
|
|
LFT
6533
Lument Finance Trust
LFT
$123M
| $2K | ﹤0.01% |
625
-1,665
| -73% | -$5.33K |
|
|
LITB
6534
LightInTheBox
LITB
$34M
| $2K | ﹤0.01% |
+258
| New | +$2K |
|
6535
Lightbridge
LTBR
$359M
| $2K | ﹤0.01% |
293
-1,516
| -84% | -$10.3K |
|
6536
Lantronix
LTRX
$182M
| $2K | ﹤0.01% |
749
+671
| +860% | +$1.79K |
|
6537
Metalpha Technology Holding
MATH
$126M
| $2K | ﹤0.01% |
1,696
+716
| +73% | +$844 |
|
|
MFH
6538
Mercurity Fintech Holding
MFH
$517M
| $2K | ﹤0.01% |
635
-1,051
| -62% | -$3.31K |
|
6539
Milestone Scientific
MLSS
$46.5M
| $2K | ﹤0.01% |
8,292
-52,104
| -86% | -$12.6K |
|
6540
Neonode
NEON
$71M
| $2K | ﹤0.01% |
523
-3,525
| -87% | -$13.5K |
|
6541
Nuveen Municipal Income
NMI
$102M
| $2K | ﹤0.01% |
+180
| New | +$2K |
|
6542
Ocular Therapeutix
OCUL
$2.23B
| $2K | ﹤0.01% |
500
-1,423
| -74% | -$5.69K |
|
6543
TDH Holdings
PETZ
$11.8M
| $2K | ﹤0.01% |
114
+107
| +1,529% | +$1.88K |
|
|
PLG
6544
Platinum Group Metals
PLG
$196M
| $2K | ﹤0.01% |
1,019
+719
| +240% | +$1.41K |
|
6545
Pulmatrix
PULM
$18.1M
| $2K | ﹤0.01% |
71
-174
| -71% | -$4.9K |
|
6546
Seanergy Maritime Holdings
SHIP
$179M
| $2K | ﹤0.01% |
+3
| New | +$2K |
|
6547
SI-BONE Inc
SIBN
$695M
| $2K | ﹤0.01% |
124
-3,891
| -97% | -$62.8K |
|
6548
ProShares Short 7-10 Year Treasury
TBX
$13.2M
| $2K | ﹤0.01% |
88
-1,390
| -94% | -$31.6K |
|
6549
US Energy Corp
USEG
$38.8M
| $2K | ﹤0.01% |
215
-833
| -79% | -$7.75K |
|
6550
United States 12 Month Oil Fund,
USL
$42.7M
| $2K | ﹤0.01% |
90
-2,603
| -97% | -$57.8K |
|