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 |
Tesla
TSLA
|
+$448M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$344M |
| 3 |
Exxon Mobil
XOM
|
+$302M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$234M |
| 5 |
TSMC
TSM
|
+$231M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$924M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$837M |
| 3 |
UBS Group
UBS
|
+$706M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
+$462M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$388M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Financials | 9.21% |
| 3 | Healthcare | 8.14% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Industrials | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
7101
Evoke Pharma
EVOK
$8.07M
| $12K | ﹤0.01% |
172
+147
| +588% | +$10.3K |
|
7102
iShares MSCI Brazil Small-Cap ETF
EWZS
$191M
| $12K | ﹤0.01% |
677
+125
| +23% | +$2.22K |
|
7103
ProShares Ultra MSCI Japan
EZJ
$7.52M
| $12K | ﹤0.01% |
+325
| New | +$12K |
|
7104
Farmer Brothers
FARM
$40.4M
| $12K | ﹤0.01% |
1,660
+1,084
| +188% | +$7.84K |
|
7105
Flora Growth
FLGC
$16.1M
| $12K | ﹤0.01% |
8
-1
| -11% | -$1.5K |
|
7106
New Concept Energy
GBR
$6.11M
| $12K | ﹤0.01% |
4,072
+3,759
| +1,201% | +$11.1K |
|
7107
Gulf Island Fabrication
GIFI
$119M
| $12K | ﹤0.01% |
+2,987
| New | +$12K |
|
7108
Golden Matrix Group
GMGI
$133M
| $12K | ﹤0.01% |
+1,761
| New | +$12K |
|
|
GOGL
7109
DELISTED
Golden Ocean Group
GOGL
| $12K | ﹤0.01% |
1,001
-12,827
| -93% | -$154K |
|
|
HART
7110
DELISTED
IQ Healthy Hearts ETF
HART
| $12K | ﹤0.01% |
417
-193
| -32% | -$5.55K |
|
7111
MicroCloud Hologram
HOLO
$79.1M
| – | – |
0
| – | -$12K |
|
7112
IGC Pharma
IGC
$37.2M
| $12K | ﹤0.01% |
12,950
-2,497
| -16% | -$2.31K |
|
7113
Invesco High Yield Bond Factor ETF
IHYF
$93M
| $12K | ﹤0.01% |
511
+504
| +7,200% | +$11.8K |
|
7114
MiNK Therapeutics
INKT
$66M
| $12K | ﹤0.01% |
536
+143
| +36% | +$3.2K |
|
7115
inTEST
INTT
$95.2M
| $12K | ﹤0.01% |
1,149
+359
| +45% | +$3.75K |
|
7116
IZEA Worldwide
IZEA
$60.7M
| $12K | ﹤0.01% |
1,877
-1,517
| -45% | -$9.7K |
|
7117
Jiuzi Holdings
JZXN
$56.2M
| $12K | ﹤0.01% |
38
+6
| +19% | +$1.9K |
|
7118
Kiniksa Pharmaceuticals
KNSA
$2.63B
| $12K | ﹤0.01% |
1,173
-75,302
| -98% | -$770K |
|
7119
KNOT Offshore Partners
KNOP
$307M
| $12K | ﹤0.01% |
700
| – | – |
|
7120
LifeVantage
LFVN
$136M
| $12K | ﹤0.01% |
2,656
-760
| -22% | -$3.43K |
|
|
LITB
7121
LightInTheBox
LITB
$39.2M
| $12K | ﹤0.01% |
1,882
-2,119
| -53% | -$13.5K |
|
7122
Limbach Holdings
LMB
$1.15B
| $12K | ﹤0.01% |
+1,795
| New | +$12K |
|
7123
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$97.8M
| $12K | ﹤0.01% |
349
-326
| -48% | -$11.2K |
|
|
MOLN
7124
Molecular Partners
MOLN
$136M
| $12K | ﹤0.01% |
611
-2,796
| -82% | -$54.9K |
|
7125
Network-1 Technologies
NTIP
$36.9M
| $12K | ﹤0.01% |
+4,409
| New | +$12K |
|