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
|
+$292M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$230M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$141M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$138M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$134M |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$567M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$539M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$331M |
| 4 |
Tesla
TSLA
|
+$322M |
| 5 |
Amazon
AMZN
|
+$269M |
Sector Composition
| 1 | Technology | 14.17% |
| 2 | Financials | 8.68% |
| 3 | Healthcare | 8.49% |
| 4 | Consumer Discretionary | 6.5% |
| 5 | Industrials | 5.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
7201
Newegg Commerce
NEGG
$1.08B
| $11K | ﹤0.01% |
+234
| New | +$11K |
|
7202
Nephros
NEPH
$42.1M
| $11K | ﹤0.01% |
11,874
+11,348
| +2,157% | +$10.5K |
|
7203
Nukkleus
NUKK
$42.6M
| $11K | ﹤0.01% |
180
+11
| +7% | +$672 |
|
7204
enVVeno Medical
NVNO
$18.1M
| $11K | ﹤0.01% |
1,674
+1,410
| +534% | +$9.27K |
|
7205
Protalix BioTherapeutics
PLX
$151M
| $11K | ﹤0.01% |
11,118
+10,998
| +9,165% | +$10.9K |
|
7206
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$67M
| $11K | ﹤0.01% |
326
+116
| +55% | +$3.91K |
|
7207
Quanterix
QTRX
$255M
| $11K | ﹤0.01% |
1,008
-13,748
| -93% | -$150K |
|
|
SACH
7208
Sachem Capital Corp
SACH
$57.3M
| $11K | ﹤0.01% |
3,251
+631
| +24% | +$2.14K |
|
7209
SPAR Group
SGRP
$27.7M
| $11K | ﹤0.01% |
7,527
+749
| +11% | +$1.1K |
|
7210
Solid Power Inc Warrant
SLDPW
$76.6M
| $11K | ﹤0.01% |
+10,472
| New | +$11K |
|
7211
Soluna Holdings
SLNH
$29.6M
| $11K | ﹤0.01% |
256
-197
| -43% | -$8.47K |
|
7212
TScan Therapeutics
TCRX
$97M
| $11K | ﹤0.01% |
3,441
+2,293
| +200% | +$7.33K |
|
7213
ThredUp
TDUP
$1.31B
| $11K | ﹤0.01% |
5,670
-972
| -15% | -$1.89K |
|
7214
TMC The Metals Company
TMC
$2.38B
| $11K | ﹤0.01% |
10,000
-6,609
| -40% | -$7.27K |
|
7215
ProShares Ultra Consumer Discretionary
UCC
$16.7M
| $11K | ﹤0.01% |
469
+435
| +1,279% | +$10.2K |
|
7216
Glimpse Group
VRAR
$35M
| $11K | ﹤0.01% |
+2,121
| New | +$11K |
|
7217
VSE Corp
VSEC
$3.49B
| $11K | ﹤0.01% |
320
-550
| -63% | -$18.9K |
|
7218
Xcel Brands
XELB
$7.14M
| $11K | ﹤0.01% |
+1,146
| New | +$11K |
|
7219
MingZhu Logistics Holdings
YGMZ
$56.7M
| $11K | ﹤0.01% |
650
+298
| +85% | +$5.04K |
|
|
YJ
7220
Yunji
YJ
$8.77M
| $11K | ﹤0.01% |
+324
| New | +$11K |
|
7221
N2OFF
NITO
$5.28M
| $11K | ﹤0.01% |
823
+539
| +190% | +$7.2K |
|
|
IMG
7222
CIMG Inc
IMG
$50.7M
| $11K | ﹤0.01% |
952
+870
| +1,061% | +$10.1K |
|
|
FFAI
7223
Faraday Future Intelligent Electric
FFAI
$252M
| $11K | ﹤0.01% |
2
-33
| -94% | -$182K |
|
|
GXDW
7224
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
$11.1M
| $11K | ﹤0.01% |
438
+417
| +1,986% | +$10.5K |
|
|
AIMAU
7225
DELISTED
Aimfinity Investment Corp. I Unit
AIMAU
| $11K | ﹤0.01% |
1,148
| – | – |
|