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 | |
|---|---|---|---|---|---|---|
9001
Lexaria Bioscience Corp. Warrant
LEXXW
$94.9K
| $1K | ﹤0.01% |
+1,061
| New | +$1K |
|
|
LGO
9002
Largo
LGO
$103M
| $1K | ﹤0.01% |
142
-1,572
| -92% | -$11.1K |
|
9003
Lixte Biotechnology Holdings, Inc. Warrants
LIXTW
$289K
| $1K | ﹤0.01% |
7,533
-1,067
| -12% | -$142 |
|
9004
Leap Therapeutics
LPTX
$12.3M
| $1K | ﹤0.01% |
64
-1,429
| -96% | -$22.3K |
|
9005
Larimar Therapeutics
LRMR
$341M
| $1K | ﹤0.01% |
601
-1,132
| -65% | -$1.88K |
|
9006
Lightbridge
LTBR
$363M
| $1K | ﹤0.01% |
249
-2,505
| -91% | -$10.1K |
|
|
SEGG
9007
Lottery.com
SEGG
$21.5M
| $1K | ﹤0.01% |
3
-14
| -82% | -$4.67K |
|
9008
LAVA Therapeutics
LVTX
$40.5M
| $1K | ﹤0.01% |
406
-820
| -67% | -$2.02K |
|
9009
Mesa Air Group
MESA
$57.4M
| $1K | ﹤0.01% |
231
-5,350
| -96% | -$23.2K |
|
|
MFH
9010
Mercurity Fintech Holding
MFH
$539M
| $1K | ﹤0.01% |
993
-833
| -46% | -$839 |
|
9011
Moving iMage Technologies
MITQ
$11.8M
| $1K | ﹤0.01% |
+1,001
| New | +$1K |
|
|
MOGO
9012
Mogo
MOGO
$45.6M
| $1K | ﹤0.01% |
345
+107
| +45% | +$310 |
|
9013
Marker Therapeutics
MRKR
$12.4M
| $1K | ﹤0.01% |
358
-233
| -39% | -$651 |
|
9014
Emerson Radio
MSN
$8.73M
| $1K | ﹤0.01% |
+2,103
| New | +$1K |
|
9015
Microvast
MVST
$1.05B
| $1K | ﹤0.01% |
450
-3,047
| -87% | -$6.77K |
|
9016
ProShares Ultra MidCap400
MVV
$153M
| $1K | ﹤0.01% |
12
-2,898
| -100% | -$242K |
|
9017
Impact Shares NAACP Minority Empowerment ETF
NACP
$55.5M
| $1K | ﹤0.01% |
+40
| New | +$1K |
|
9018
NovaBay Pharmaceuticals
NBY
$14.9M
| $1K | ﹤0.01% |
5
-3
| -38% | -$600 |
|
9019
National CineMedia
NCMI
$455M
| $1K | ﹤0.01% |
103
-4,733
| -98% | -$46K |
|
9020
Noodles & Co
NDLS
$30.6M
| $1K | ﹤0.01% |
307
-4,551
| -94% | -$14.8K |
|
9021
Nephros
NEPH
$44.2M
| $1K | ﹤0.01% |
526
+515
| +4,682% | +$979 |
|
9022
Neurogene
NGNE
$273M
| $1K | ﹤0.01% |
55
| – | – |
|
9023
enVVeno Medical
NVNO
$15M
| $1K | ﹤0.01% |
264
-297
| -53% | -$1.13K |
|
|
NVX
9024
NOVONIX
NVX
$199M
| $1K | ﹤0.01% |
+100
| New | +$1K |
|
9025
OmniAb
OABI
$235M
| $1K | ﹤0.01% |
131
| – | – |
|