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 | |
|---|---|---|---|---|---|---|
|
QMAG
7001
FT Vest Nasdaq-100 Moderate Buffer ETF - August
QMAG
$54M
| $21.9K | ﹤0.01% |
983
+689
| +234% | +$15.3K |
|
|
SMTK
7002
SmartKem
SMTK
$8.11M
| $21.8K | ﹤0.01% |
+21,623
| New | +$21.8K |
|
7003
iBio
IBIO
$16.6M
| $21.8K | ﹤0.01% |
28,603
+2,713
| +10% | +$2.07K |
|
7004
SciSparc
SPRC
$7.25M
| $21.6K | ﹤0.01% |
+3,311
| New | +$21.6K |
|
7005
LAVA Therapeutics
LVTX
$39.5M
| $21.6K | ﹤0.01% |
16,380
-515
| -3% | -$680 |
|
7006
SOPHiA GENETICS
SOPH
$218M
| $21.6K | ﹤0.01% |
6,968
-979
| -12% | -$3.04K |
|
7007
Mustang Bio
MBIO
$11.7M
| $21.6K | ﹤0.01% |
22,585
-24,955
| -52% | -$23.8K |
|
|
WKEY
7008
WISeKey
WKEY
$68.1M
| $21.5K | ﹤0.01% |
3,282
-29,412
| -90% | -$193K |
|
7009
Monarch ProCap Index ETF
MPRO
$201M
| $21.5K | ﹤0.01% |
723
+644
| +815% | +$19.2K |
|
|
AIFU
7010
AIFU Inc. Class A Ordinary Share
AIFU
$80M
| $21.5K | ﹤0.01% |
3,558
+307
| +9% | +$1.85K |
|
7011
VanEck Energy Income ETF
EINC
$72M
| $21.4K | ﹤0.01% |
+217
| New | +$21.4K |
|
|
TNMG
7012
TNL Mediagene Ordinary Shares
TNMG
$9.97M
| $21.3K | ﹤0.01% |
43,530
+40,262
| +1,232% | +$19.7K |
|
|
BANX
7013
ArrowMark Financial
BANX
$158M
| $21.3K | ﹤0.01% |
+1,019
| New | +$21.3K |
|
7014
Energous
WATT
$10.5M
| $21.3K | ﹤0.01% |
2,601
+2,358
| +970% | +$19.3K |
|
|
NFGC
7015
New Found Gold
NFGC
$493M
| $21.3K | ﹤0.01% |
15,001
-66,210
| -82% | -$94K |
|
7016
Overlay Shares Municipal Bond ETF
OVM
$28M
| $21.3K | ﹤0.01% |
1,010
-1,546
| -60% | -$32.6K |
|
7017
The ONE Group
STKS
$76.5M
| $21.3K | ﹤0.01% |
5,252
-10,412
| -66% | -$42.2K |
|
|
THTX
7018
Theratechnologies
THTX
$152M
| $21.2K | ﹤0.01% |
8,971
+6,695
| +294% | +$15.8K |
|
|
TOPC
7019
iShares S&P 500 3% Capped ETF
TOPC
$10.5M
| $21.1K | ﹤0.01% |
+742
| New | +$21.1K |
|
|
IGCB
7020
TCW Corporate Bond ETF
IGCB
$25.9M
| $21.1K | ﹤0.01% |
+456
| New | +$21.1K |
|
7021
FT Vest US Equity Deep Buffer ETF February
DFEB
$408M
| $21.1K | ﹤0.01% |
+472
| New | +$21.1K |
|
|
RENT
7022
Rent the Runway
RENT
$20.9M
| $21.1K | ﹤0.01% |
4,122
-8,074
| -66% | -$41.3K |
|
7023
T-Rex 2X Long Microsoft Daily Target ETF
MSFX
$9.2M
| $21K | ﹤0.01% |
+630
| New | +$21K |
|
|
LFSC
7024
F/m Emerald Life Sciences Innovation ETF
LFSC
$65.5M
| $21K | ﹤0.01% |
853
+845
| +10,563% | +$20.8K |
|
7025
Motley Fool Small-Cap Growth ETF
TMFS
$76.9M
| $21K | ﹤0.01% |
+593
| New | +$21K |
|