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 |
iShares Core S&P 500 ETF
IVV
|
+$1.1B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$610M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$379M |
| 4 |
UBS Group
UBS
|
+$226M |
| 5 |
PLAN
Anaplan, Inc.
PLAN
|
+$219M |
Top Sells
| 1 |
Apple
AAPL
|
+$733M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$706M |
| 3 |
Microsoft
MSFT
|
+$702M |
| 4 |
Amazon
AMZN
|
+$625M |
| 5 |
Home Depot
HD
|
+$364M |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 9.11% |
| 3 | Healthcare | 8.2% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Industrials | 5.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6651
Ginkgo Bioworks
DNA
$676M
| $21K | ﹤0.01% |
64
+18
| +39% | +$5.91K |
|
|
FATBB
6652
FAT Brands
FATBB
$46.1M
| $21K | ﹤0.01% |
2,421
+1,622
| +203% | +$14.1K |
|
6653
Fidelity Cloud Computing ETF
FCLD
$98.5M
| $21K | ﹤0.01% |
+816
| New | +$21K |
|
6654
Greenlane Holdings
GNLN
$5.23M
| – | – |
0
| – | -$39K |
|
6655
InflaRx
IFRX
$92.8M
| $21K | ﹤0.01% |
4,492
-523
| -10% | -$2.45K |
|
|
HYFT
6656
MindWalk Holdings Corp. Common Stock
HYFT
$86.8M
| $21K | ﹤0.01% |
3,986
+985
| +33% | +$5.19K |
|
6657
Jakks Pacific
JAKK
$204M
| $21K | ﹤0.01% |
2,050
+1,725
| +531% | +$17.7K |
|
6658
Nuveen Multi-Market Income Fund
JMM
$59.5M
| $21K | ﹤0.01% |
2,824
+1,829
| +184% | +$13.6K |
|
6659
Adasina Social Justice All Cap Global ETF
JSTC
$255M
| $21K | ﹤0.01% |
1,174
-305
| -21% | -$5.46K |
|
6660
Kewaunee Scientific
KEQU
$131M
| $21K | ﹤0.01% |
1,668
+361
| +28% | +$4.55K |
|
6661
Kaltura
KLTR
$267M
| $21K | ﹤0.01% |
6,128
+5,207
| +565% | +$17.8K |
|
6662
loanDepot
LDI
$861M
| $21K | ﹤0.01% |
4,411
+2,597
| +143% | +$12.4K |
|
6663
LifeVantage
LFVN
$138M
| $21K | ﹤0.01% |
3,416
+2,525
| +283% | +$15.5K |
|
6664
LiveOne
LVO
$60.4M
| $21K | ﹤0.01% |
+16,062
| New | +$21K |
|
6665
MINISO
MNSO
$7.57B
| $21K | ﹤0.01% |
2,026
+1,310
| +183% | +$13.6K |
|
6666
Natural Gas Services Group
NGS
$343M
| $21K | ﹤0.01% |
1,963
+1,856
| +1,735% | +$19.9K |
|
6667
Orion Group Holdings
ORN
$323M
| $21K | ﹤0.01% |
5,534
+4,520
| +446% | +$17.2K |
|
6668
One Stop Systems
OSS
$149M
| $21K | ﹤0.01% |
+4,246
| New | +$21K |
|
6669
Rezolute
RZLT
$713M
| $21K | ﹤0.01% |
4,308
+637
| +17% | +$3.11K |
|
6670
ProShares UltraShort S&P500
SDS
$453M
| $21K | ﹤0.01% |
605
+224
| +59% | +$7.78K |
|
|
SOHU
6671
Sohu.com
SOHU
$473M
| $21K | ﹤0.01% |
1,274
-13,625
| -91% | -$225K |
|
|
UCL
6672
uCloudlink Group
UCL
$93.7M
| $21K | ﹤0.01% |
3,246
-475
| -13% | -$3.07K |
|
6673
Virtus Real Asset Income ETF
VRAI
$15.7M
| $21K | ﹤0.01% |
774
-853
| -52% | -$23.1K |
|
6674
Innovator Growth Accelerated ETF Quarterly
XDQQ
$58.3M
| $21K | ﹤0.01% |
+687
| New | +$21K |
|
6675
Zevia
ZVIA
$178M
| $21K | ﹤0.01% |
3,044
+2,998
| +6,517% | +$20.7K |
|