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 |
SPDR S&P 500 ETF Trust
SPY
|
+$417M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$259M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$259M |
| 4 |
PPL Corp
PPL
|
+$248M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
+$215M |
Top Sells
| 1 |
Apple
AAPL
|
+$578M |
| 2 |
Microsoft
MSFT
|
+$452M |
| 3 |
Accenture
ACN
|
+$327M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$288M |
| 5 |
Chevron
CVX
|
+$266M |
Sector Composition
| 1 | Technology | 14.59% |
| 2 | Healthcare | 8.77% |
| 3 | Financials | 8.68% |
| 4 | Consumer Discretionary | 6.48% |
| 5 | Industrials | 5.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6926
Ekso Bionics
EKSO
$11.2M
| $10K | ﹤0.01% |
402
+393
| +4,367% | +$9.78K |
|
6927
Entera Bio
ENTX
$82.2M
| $10K | ﹤0.01% |
7,404
+2,744
| +59% | +$3.71K |
|
6928
Eterna Therapeutics
ERNA
$9.74M
| $10K | ﹤0.01% |
62
+17
| +38% | +$2.74K |
|
6929
Eton Pharmaceutcials
ETON
$495M
| $10K | ﹤0.01% |
3,768
-787
| -17% | -$2.09K |
|
6930
EUDA Health Holdings
EUDA
$41.8M
| $10K | ﹤0.01% |
1,050
+1,000
| +2,000% | +$9.52K |
|
6931
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
EVMT
$7.21M
| $10K | ﹤0.01% |
+428
| New | +$10K |
|
6932
Goldman Sachs Future Tech Leaders Equity ETF
GTEK
$190M
| $10K | ﹤0.01% |
438
+338
| +338% | +$7.72K |
|
6933
Good Times Restaurants
GTIM
$17.1M
| $10K | ﹤0.01% |
3,280
+2,276
| +227% | +$6.94K |
|
6934
Hooker Furnishings Corp
HOFT
$119M
| $10K | ﹤0.01% |
657
-1,995
| -75% | -$30.4K |
|
6935
SeaStar Medical
ICU
$25.1M
| $10K | ﹤0.01% |
40
+33
| +471% | +$8.25K |
|
6936
IO Biotech
IOBT
$107M
| $10K | ﹤0.01% |
+2,234
| New | +$10K |
|
6937
KalVista Pharmaceuticals
KALV
$701M
| $10K | ﹤0.01% |
1,064
-41,929
| -98% | -$394K |
|
6938
Korro Bio
KRRO
$312M
| $10K | ﹤0.01% |
131
| – | – |
|
|
KUKE
6939
Kuke Music
KUKE
$45.1M
| $10K | ﹤0.01% |
+548
| New | +$10K |
|
|
KZIA
6940
Kazia Therapeutics
KZIA
$8.88M
| $10K | ﹤0.01% |
+49
| New | +$10K |
|
6941
Lakeland Industries
LAKE
$141M
| $10K | ﹤0.01% |
648
-1,699
| -72% | -$26.2K |
|
6942
LendingClub
LC
$2.02B
| $10K | ﹤0.01% |
926
-2,917
| -76% | -$31.5K |
|
6943
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$248M
| $10K | ﹤0.01% |
276
+76
| +38% | +$2.75K |
|
6944
Lucid Diagnostics
LUCD
$109M
| $10K | ﹤0.01% |
4,587
+3,103
| +209% | +$6.77K |
|
6945
Lottery.com, Inc. Warrants
LTRYW
$293K
| $10K | ﹤0.01% |
50,793
+38,256
| +305% | +$7.53K |
|
6946
Amplify Alternative Harvest ETF
MJ
$182M
| $10K | ﹤0.01% |
147
-1,451
| -91% | -$98.7K |
|
6947
National Bank Holdings
NBHC
$1.58B
| $10K | ﹤0.01% |
269
-14,286
| -98% | -$531K |
|
6948
NRX Pharmaceuticals
NRXP
$70.8M
| $10K | ﹤0.01% |
1,680
+1,227
| +271% | +$7.3K |
|
6949
Nukkleus
NUKK
$41M
| $10K | ﹤0.01% |
169
-1
| -0.6% | -$59 |
|
6950
OFG Bancorp
OFG
$2B
| $10K | ﹤0.01% |
399
-22,893
| -98% | -$574K |
|