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 |
Apple
AAPL
|
+$520M |
| 2 |
Microsoft
MSFT
|
+$501M |
| 3 |
Meta Platforms (Facebook)
META
|
+$465M |
| 4 |
Willis Towers Watson
WTW
|
+$423M |
| 5 |
Amazon
AMZN
|
+$354M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$608M |
| 2 |
WORK
Slack Technologies, Inc.
WORK
|
+$282M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$211M |
| 4 |
Danaher
DHR
|
+$186M |
| 5 |
Adobe
ADBE
|
+$184M |
Sector Composition
| 1 | Technology | 16.17% |
| 2 | Financials | 9.63% |
| 3 | Consumer Discretionary | 8.07% |
| 4 | Healthcare | 8.02% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6576
Corbus Pharmaceuticals
CRBP
$141M
| $12K | ﹤0.01% |
357
-237
| -40% | -$7.97K |
|
6577
1stdibs.com
DIBS
$103M
| $12K | ﹤0.01% |
+956
| New | +$12K |
|
|
DPRO
6578
Draganfly
DPRO
$114M
| $12K | ﹤0.01% |
+148
| New | +$12K |
|
6579
Enel Chile
ENIC
$5.35B
| $12K | ﹤0.01% |
5,054
-249
| -5% | -$591 |
|
6580
Inspire Momentum ETF
GLRY
$91.8M
| $12K | ﹤0.01% |
410
+63
| +18% | +$1.84K |
|
6581
Genco Shipping & Trading
GNK
$827M
| $12K | ﹤0.01% |
600
-7,198
| -92% | -$144K |
|
6582
Grindr
GRND
$3.08B
| $12K | ﹤0.01% |
1,158
-743
| -39% | -$7.7K |
|
6583
Home Bancorp
HBCP
$430M
| $12K | ﹤0.01% |
300
| – | – |
|
6584
Hudbay
HBM
$5.32B
| $12K | ﹤0.01% |
2,000
-3,780
| -65% | -$22.7K |
|
6585
MicroCloud Hologram
HOLO
$76.9M
| – | – |
0
| – | – |
|
6586
Haverty Furniture Companies Class A
HVT.A
| $12K | ﹤0.01% |
355
-329
| -48% | -$11.1K |
|
6587
Overlay Shares Large Cap Equity ETF
OVL
$175M
| $12K | ﹤0.01% |
336
-1,332
| -80% | -$47.6K |
|
6588
Pharvaris
PHVS
$1.6B
| $12K | ﹤0.01% |
+654
| New | +$12K |
|
6589
Pluri
PLUR
$36.6M
| $12K | ﹤0.01% |
550
-675
| -55% | -$14.7K |
|
6590
PRA Group
PRAA
$642M
| $12K | ﹤0.01% |
283
-1,104
| -80% | -$46.8K |
|
|
PRT
6591
PermRock Royalty Trust Unit
PRT
$47M
| $12K | ﹤0.01% |
1,826
+153
| +9% | +$1.01K |
|
6592
Revelation Biosciences
REVB
$2.5M
| – | – |
0
| – | -$16K |
|
6593
Southern Missouri Bancorp
SMBC
$621M
| $12K | ﹤0.01% |
+269
| New | +$12K |
|
6594
Synlogic
SYBX
$20.4M
| $12K | ﹤0.01% |
261
-58
| -18% | -$2.67K |
|
6595
Tantech Holdings
TANH
$2.5M
| $12K | ﹤0.01% |
+2
| New | +$12K |
|
6596
ReposiTrak
TRAK
$317M
| $12K | ﹤0.01% |
2,156
-982
| -31% | -$5.47K |
|
6597
Innovator US Equity Ultra Buffer ETF August
UAUG
$239M
| $12K | ﹤0.01% |
411
-1,436
| -78% | -$41.9K |
|
6598
Ultralife
ULBI
$115M
| $12K | ﹤0.01% |
1,700
+704
| +71% | +$4.97K |
|
|
VALN
6599
Valneva
VALN
$861M
| $12K | ﹤0.01% |
+395
| New | +$12K |
|
6600
Vivos Therapeutics
VVOS
$25.2M
| $12K | ﹤0.01% |
116
+22
| +23% | +$2.28K |
|