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 | |
|---|---|---|---|---|---|---|
7301
First Northwest Bancorp
FNWB
$65M
| $10K | ﹤0.01% |
610
-708
| -54% | -$11.6K |
|
|
TRIB
7302
Trinity Biotech
TRIB
$4.51M
| $10K | ﹤0.01% |
+1,894
| New | +$10K |
|
7303
Townsquare Media
TSQ
$113M
| $10K | ﹤0.01% |
1,314
+669
| +104% | +$5.09K |
|
7304
Franklin US Equity Index ETF
USPX
$1.42B
| $10K | ﹤0.01% |
311
+75
| +32% | +$2.41K |
|
7305
INNOVATE Corp
VATE
$62.5M
| $10K | ﹤0.01% |
1,236
-6,137
| -83% | -$49.7K |
|
7306
ACNB Corp
ACNB
$482M
| $10K | ﹤0.01% |
326
-515
| -61% | -$15.8K |
|
|
AISP
7307
Airship AI Holdings
AISP
$181M
| $10K | ﹤0.01% |
1,023
-501
| -33% | -$4.9K |
|
|
ALAR
7308
Alarum Technologies
ALAR
$112M
| $10K | ﹤0.01% |
+2,149
| New | +$10K |
|
7309
AmpliTech
AMPG
$85.2M
| $10K | ﹤0.01% |
+5,375
| New | +$10K |
|
7310
Amplitude
AMPL
$1.58B
| $10K | ﹤0.01% |
656
-662
| -50% | -$10.1K |
|
7311
Sphere 3D
ANY
$18.5M
| $10K | ﹤0.01% |
3,127
+2,770
| +776% | +$8.86K |
|
7312
BayCom
BCML
$336M
| $10K | ﹤0.01% |
548
-53
| -9% | -$967 |
|
7313
Bluejay Diagnostics
BJDX
$2.27M
| $10K | ﹤0.01% |
+2
| New | +$10K |
|
7314
Innovator US Equity Buffer ETF July
BJUL
$295M
| $10K | ﹤0.01% |
+332
| New | +$10K |
|
7315
Sierra Bancorp
BSRR
$406M
| $10K | ﹤0.01% |
500
| – | – |
|
7316
Bit Origin
BTOG
$41.5M
| $10K | ﹤0.01% |
881
+272
| +45% | +$3.09K |
|
|
CMCM
7317
Cheetah Mobile
CMCM
$258M
| $10K | ﹤0.01% |
5,172
+5,158
| +36,843% | +$9.97K |
|
7318
CN Energy Group
CNEY
$12.2M
| $10K | ﹤0.01% |
+7
| New | +$10K |
|
7319
Citizens Financial Services
CZFS
$312M
| $10K | ﹤0.01% |
+151
| New | +$10K |
|
|
DDI
7320
DoubleDown Interactive
DDI
$469M
| $10K | ﹤0.01% |
1,059
-324
| -23% | -$3.06K |
|
7321
Dimensional International High Profitability ETF
DIHP
$4.52B
| $10K | ﹤0.01% |
+503
| New | +$10K |
|
7322
Deswell Industries
DSWL
$63.1M
| $10K | ﹤0.01% |
3,375
+3,348
| +12,400% | +$9.92K |
|
7323
Fuel Tech
FTEK
$103M
| $10K | ﹤0.01% |
8,500
+5,911
| +228% | +$6.95K |
|
7324
First Trust Nasdaq Pharmaceuticals ETF
FTXH
$15.6M
| $10K | ﹤0.01% |
+427
| New | +$10K |
|
7325
Geospace Technologies
GEOS
$244M
| $10K | ﹤0.01% |
2,231
+2,156
| +2,875% | +$9.66K |
|