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 | |
|---|---|---|---|---|---|---|
7101
LiqTech
LIQT
$25.4M
| $9K | ﹤0.01% |
2,526
+2,401
| +1,921% | +$8.56K |
|
7102
TrueShares Technology AI & Deep Learning ETF
LRNZ
$34M
| $9K | ﹤0.01% |
325
+231
| +246% | +$6.4K |
|
7103
Lantronix
LTRX
$184M
| $9K | ﹤0.01% |
1,600
-2,301
| -59% | -$12.9K |
|
7104
My Size
MYSZ
$3.81M
| $9K | ﹤0.01% |
227
-108
| -32% | -$4.28K |
|
|
NAAS
7105
NaaS Technology Inc
NAAS
$9.11M
| $9K | ﹤0.01% |
+5
| New | +$9K |
|
7106
ENDRA Life Sciences
NDRA
$3.61M
| $9K | ﹤0.01% |
1
| – | – |
|
7107
Nexa Resources
NEXA
$649M
| $9K | ﹤0.01% |
+1,446
| New | +$9K |
|
7108
Nine Energy Service
NINE
$28.6M
| $9K | ﹤0.01% |
3,413
+42
| +1% | +$111 |
|
7109
NLS Pharmaceutics
NLSP
$8.76M
| $9K | ﹤0.01% |
381
+116
| +44% | +$2.74K |
|
7110
InspireMD
NSPR
$101M
| $9K | ﹤0.01% |
4,508
+2,325
| +107% | +$4.64K |
|
7111
Nutriband
NTRB
$87.2M
| $9K | ﹤0.01% |
2,412
+460
| +24% | +$1.72K |
|
7112
OppFi
OPFI
$343M
| $9K | ﹤0.01% |
2,692
+1,061
| +65% | +$3.55K |
|
7113
Palisade Bio
PALI
$5.57M
| $9K | ﹤0.01% |
29
+18
| +164% | +$5.59K |
|
7114
Pioneer Power Solutions
PPSI
$49.4M
| $9K | ﹤0.01% |
+3,061
| New | +$9K |
|
7115
P10
PX
$1.33B
| $9K | ﹤0.01% |
792
-5,362
| -87% | -$60.9K |
|
7116
Research Solutions
RSSS
$128M
| $9K | ﹤0.01% |
4,701
+2,109
| +81% | +$4.04K |
|
7117
Salarius Pharmaceuticals
SLRX
$2.32M
| $9K | ﹤0.01% |
14
+13
| +1,300% | +$8.36K |
|
7118
T. Rowe Price Equity Income ETF
TEQI
$328M
| $9K | ﹤0.01% |
+275
| New | +$9K |
|
7119
ProShares Nanotechnology ETF
TINY
$5M
| $9K | ﹤0.01% |
318
-514
| -62% | -$14.5K |
|
7120
Main Thematic Innovation ETF
TMAT
$210M
| $9K | ﹤0.01% |
714
-1,571
| -69% | -$19.8K |
|
7121
Procure Space ETF
UFO
$115M
| $9K | ﹤0.01% |
439
-407
| -48% | -$8.34K |
|
7122
Urban One Class D
UONEK
$38.3M
| $9K | ﹤0.01% |
2,102
-585
| -22% | -$2.51K |
|
7123
USCB Financial Holdings
USCB
$349M
| $9K | ﹤0.01% |
748
+481
| +180% | +$5.79K |
|
7124
US Vegan Climate ETF
VEGN
$129M
| $9K | ﹤0.01% |
277
-235
| -46% | -$7.64K |
|
7125
Vroom, Inc. Common Stock
VRM
$148M
| $9K | ﹤0.01% |
90
+41
| +84% | +$4.1K |
|