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 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6776
NeoVolta
NEOV
$171M
| $15.8K | ﹤0.01% |
3,026
-25,789
| -89% | -$134K |
|
6777
Westwood Holdings Group
WHG
$160M
| $15.8K | ﹤0.01% |
1,086
| – | – |
|
6778
LiqTech
LIQT
$26.9M
| $15.8K | ﹤0.01% |
8,548
+2,851
| +50% | +$5.25K |
|
6779
Upexi
UPXI
$342M
| $15.7K | ﹤0.01% |
+4,475
| New | +$15.7K |
|
|
VSA
6780
TCTM Kids IT Education Inc. American Depositary Shares
VSA
$125M
| $15.7K | ﹤0.01% |
21,731
-11,649
| -35% | -$8.4K |
|
6781
Banzai International
BNZI
$8.31M
| $15.7K | ﹤0.01% |
1,023
+137
| +15% | +$2.1K |
|
6782
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.98B
| $15.6K | ﹤0.01% |
+274
| New | +$15.6K |
|
|
ABTC
6783
American Bitcoin Corp. Class A Common Stock
ABTC
$7.13B
| $15.6K | ﹤0.01% |
7,800
-18,083
| -70% | -$36.3K |
|
|
RZLVW
6784
Rezolve AI PLC Warrants
RZLVW
$19M
| $15.6K | ﹤0.01% |
21,233
+19,229
| +960% | +$14.2K |
|
6785
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$399M
| $15.6K | ﹤0.01% |
392
+84
| +27% | +$3.34K |
|
6786
Globavend
GVH
$8.01M
| $15.6K | ﹤0.01% |
116
+30
| +35% | +$4.03K |
|
6787
Vista Gold
VGZ
$254M
| $15.6K | ﹤0.01% |
27,875
+21,918
| +368% | +$12.2K |
|
|
MFH
6788
Mercurity Fintech Holding
MFH
$658M
| $15.5K | ﹤0.01% |
2,275
-2,481
| -52% | -$16.9K |
|
6789
Innovator US Equity Ultra Buffer ETF July
UJUL
$217M
| $15.5K | ﹤0.01% |
+450
| New | +$15.5K |
|
|
PNST
6790
DELISTED
Pinstripes Holdings, Inc.
PNST
| $15.5K | ﹤0.01% |
39,132
+32,574
| +497% | +$12.9K |
|
|
CYBN
6791
Cybin
CYBN
$142M
| $15.4K | ﹤0.01% |
1,751
-8,772
| -83% | -$77.4K |
|
6792
Genius Group
GNS
$80.4M
| $15.4K | ﹤0.01% |
+22,373
| New | +$15.4K |
|
6793
Evotec
EVO
$1.3B
| $15.4K | ﹤0.01% |
3,706
+2,676
| +260% | +$11.1K |
|
6794
AmeriServ Financial
ASRV
$50.2M
| $15.4K | ﹤0.01% |
+5,751
| New | +$15.4K |
|
|
ACTU
6795
Actuate Therapeutics, Inc. Common stock
ACTU
$165M
| $15.4K | ﹤0.01% |
+1,934
| New | +$15.4K |
|
|
QH
6796
Quhuo
QH
$6.48M
| $15.4K | ﹤0.01% |
117
+31
| +36% | +$4.07K |
|
6797
Biofrontera
BFRI
$9.28M
| $15.3K | ﹤0.01% |
14,073
+10,974
| +354% | +$12K |
|
6798
Moving iMage Technologies
MITQ
$12.4M
| $15.3K | ﹤0.01% |
23,578
+20,491
| +664% | +$13.3K |
|
6799
Usio Inc
USIO
$40M
| $15.3K | ﹤0.01% |
10,491
-3,768
| -26% | -$5.5K |
|
6800
Forward Industries
FORD
$59.4M
| $15.2K | ﹤0.01% |
+3,080
| New | +$15.2K |
|