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 | |
|---|---|---|---|---|---|---|
|
HJUL
6726
DELISTED
Innovator Premium Income 9 Buffer ETF - July
HJUL
| $33.2K | ﹤0.01% |
1,395
+1,007
| +260% | +$24K |
|
|
MFUT
6727
Cambria Chesapeake Pure Trend ETF
MFUT
$21.8M
| $33.2K | ﹤0.01% |
2,255
+1,225
| +119% | +$18K |
|
6728
Enveric Biosciences
ENVB
$2.1M
| $33.1K | ﹤0.01% |
27,339
-15,421
| -36% | -$18.7K |
|
6729
Alaunos Therapeutics
TCRT
$5.29M
| $33.1K | ﹤0.01% |
6,815
-1,054
| -13% | -$5.11K |
|
6730
Society Pass
SOPA
$7.45M
| $33K | ﹤0.01% |
23,942
-517
| -2% | -$713 |
|
6731
Performance Technologies
PTIX
$6.51M
| $32.9K | ﹤0.01% |
+9,020
| New | +$32.9K |
|
6732
Freedom 100 Emerging Markets ETF
FRDM
$1.42B
| $32.8K | ﹤0.01% |
+813
| New | +$32.8K |
|
6733
Taoping
TAOP
$4.22M
| $32.8K | ﹤0.01% |
8,078
+7,638
| +1,736% | +$31K |
|
6734
Zura Bio
ZURA
$124M
| $32.8K | ﹤0.01% |
31,211
-27,642
| -47% | -$29K |
|
|
DRRX
6735
DELISTED
DURECT Corp
DRRX
| $32.7K | ﹤0.01% |
51,558
+18,778
| +57% | +$11.9K |
|
6736
Cocrystal Pharma
COCP
$12.5M
| $32.7K | ﹤0.01% |
21,915
+5,109
| +30% | +$7.61K |
|
6737
American Rebel
AREB
$6.97M
| $32.5K | ﹤0.01% |
25,786
+20,185
| +360% | +$25.4K |
|
6738
Guardforce AI
GFAI
$24.2M
| $32.5K | ﹤0.01% |
28,218
-11,258
| -29% | -$12.9K |
|
|
SVIIU
6739
Spring Valley Acquisition Corp. II Unit
SVIIU
| $32.4K | ﹤0.01% |
2,900
| – | – |
|
|
CPSY
6740
Calamos S&P 500 Structured Alt Protection ETF - January
CPSY
$22.1M
| $32.4K | ﹤0.01% |
1,342
+1
| +0.1% | +$24 |
|
|
FERAU
6741
Fifth Era Acquisition Corp I Units
FERAU
| $32.2K | ﹤0.01% |
3,100
-200
| -6% | -$2.08K |
|
6742
DiaMedica Therapeutics
DMAC
$360M
| $32.2K | ﹤0.01% |
8,266
+3,884
| +89% | +$15.1K |
|
6743
Zhongchao
ZCMD
$28.8M
| $32.2K | ﹤0.01% |
26,618
+11,577
| +77% | +$14K |
|
|
JFU
6744
9F Inc
JFU
$30.5M
| $32.1K | ﹤0.01% |
25,593
+19,019
| +289% | +$23.8K |
|
6745
DarioHealth
DRIO
$14.9M
| $32.1K | ﹤0.01% |
2,392
+93
| +4% | +$1.25K |
|
|
GF
6746
New Germany Fund
GF
$189M
| $32K | ﹤0.01% |
2,683
+1,610
| +150% | +$19.2K |
|
6747
Reliance Global Group
RELI
$3.35M
| $32K | ﹤0.01% |
17,131
+5,931
| +53% | +$11.1K |
|
|
QIDX
6748
Indexperts Quality Earnings Focused ETF
QIDX
$34.4M
| $32K | ﹤0.01% |
3,030
+514
| +20% | +$5.43K |
|
|
TRPA
6749
Hartford AAA CLO ETF
TRPA
$109M
| $31.9K | ﹤0.01% |
+821
| New | +$31.9K |
|
|
FARX
6750
Frontier Asset Absolute Return ETF
FARX
$11.3M
| $31.9K | ﹤0.01% |
1,252
+137
| +12% | +$3.49K |
|