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 | |
|---|---|---|---|---|---|---|
|
EEA
7801
European Equity Fund
EEA
$72M
| $5K | ﹤0.01% |
+719
| New | +$5K |
|
|
KF
7802
Korea Fund
KF
$125M
| $5K | ﹤0.01% |
204
-232
| -53% | -$5.69K |
|
7803
Xtrackers MSCI Kokusai Equity ETF
KOKU
$680M
| $5K | ﹤0.01% |
66
| – | – |
|
7804
KULR Technology Group
KULR
$187M
| $5K | ﹤0.01% |
+420
| New | +$5K |
|
7805
Lee Enterprises
LEE
$33.5M
| $5K | ﹤0.01% |
238
-21
| -8% | -$441 |
|
7806
LifeMD
LFMD
$288M
| $5K | ﹤0.01% |
2,295
-2,322
| -50% | -$5.06K |
|
7807
LENSAR
LNSR
$151M
| $5K | ﹤0.01% |
825
+146
| +22% | +$885 |
|
7808
LiveOne
LVO
$55.1M
| $5K | ﹤0.01% |
4,759
+2,858
| +150% | +$3K |
|
7809
MasterCraft Boat Holdings
MCFT
$364M
| $5K | ﹤0.01% |
+223
| New | +$5K |
|
7810
Momentus
MNTS
$13.8M
| $5K | ﹤0.01% |
+3
| New | +$5K |
|
7811
Mobix Labs
MOBX
$54.7M
| $5K | ﹤0.01% |
475
| – | – |
|
7812
Marti Technologies
MRT
$186M
| $5K | ﹤0.01% |
470
-1,100
| -70% | -$11.7K |
|
7813
Rail Vision
RVSN
$19.9M
| $5K | ﹤0.01% |
682
+327
| +92% | +$2.4K |
|
7814
Ryvyl
RVYL
$8.86M
| $5K | ﹤0.01% |
491
-238
| -33% | -$2.42K |
|
7815
Rezolute
RZLT
$671M
| $5K | ﹤0.01% |
1,741
-2,750
| -61% | -$7.9K |
|
|
SCNI
7816
Scinai Immunotherapeutics
SCNI
$2.41M
| $5K | ﹤0.01% |
47
-56
| -54% | -$5.96K |
|
7817
Scansource
SCSC
$962M
| $5K | ﹤0.01% |
158
-8,642
| -98% | -$273K |
|
7818
SCYNEXIS
SCYX
$41.5M
| $5K | ﹤0.01% |
+2,924
| New | +$5K |
|
7819
Grupo SIMEC
SIM
| $5K | ﹤0.01% |
180
-162
| -47% | -$4.5K |
|
7820
Scienjoy Holding
SJ
$31.8M
| $5K | ﹤0.01% |
1,407
+152
| +12% | +$540 |
|
|
SSY
7821
DELISTED
SunLink Health Systems
SSY
| $5K | ﹤0.01% |
4,499
+1,673
| +59% | +$1.86K |
|
7822
Hennessy Funds Trust Hennessy Sustainable ETF
STNC
$93.8M
| $5K | ﹤0.01% |
217
+2
| +0.9% | +$46 |
|
|
SUPV
7823
Grupo Supervielle
SUPV
$490M
| $5K | ﹤0.01% |
4,019
-13,033
| -76% | -$16.2K |
|
|
TC
7824
TuanChe
TC
$25.3M
| $5K | ﹤0.01% |
8
+3
| +60% | +$1.88K |
|
7825
Yext
YEXT
$1.08B
| $5K | ﹤0.01% |
947
-19,983
| -95% | -$106K |
|