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 | $766M | |
| 2 | $607M | |
| 3 | $470M | |
| 4 | $467M | |
| 5 | $413M |
Top Sells
| 1 | $1.56B | |
| 2 | $1.35B | |
| 3 | $1.06B | |
| 4 | $827M | |
| 5 | $721M |
Sector Composition
| 1 | Technology | 22.14% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.19% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.3% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.57M | ﹤0.01% | 63,506 -105,613 | -62% | -$2.61M | |||
| $1.56M | ﹤0.01% | 105,540 -7,780 | -7% | -$115K | |||
| $1.56M | ﹤0.01% | 68,304 +43,402 | +174% | +$991K | |||
| $1.56M | ﹤0.01% | 19,400 -169 | -0.9% | -$13.6K | |||
| $1.56M | ﹤0.01% | 115,139 +77,978 | +210% | +$1.06M | |||
| $1.56M | ﹤0.01% | 110,829 +44,633 | +67% | +$627K | |||
| $1.56M | ﹤0.01% | 208,803 -23,416 | -10% | -$174K | |||
| $1.55M | ﹤0.01% | 28,478 -5,941 | -17% | -$324K | |||
| $1.55M | ﹤0.01% | 500,115 -380,484 | -43% | -$1.18M | |||
| $1.55M | ﹤0.01% | 80,488 -49,675 | -38% | -$956K | |||
| $1.55M | ﹤0.01% | 789,570 +339,888 | +76% | +$666K | |||
| $1.55M | ﹤0.01% | +150,000 | New | +$1.55M | |||
| $1.55M | ﹤0.01% | 68,200 +4,648 | +7% | +$105K | |||
| $1.54M | ﹤0.01% | 110,409 -56,798 | -34% | -$795K | |||
| $1.54M | ﹤0.01% | 170,428 -33,500 | -16% | -$304K | |||
| $1.54M | ﹤0.01% | +151,000 | New | +$1.54M | |||
| $1.54M | ﹤0.01% | 79,700 +23,820 | +43% | +$460K | |||
| $1.53M | ﹤0.01% | 13,039 -58,191 | -82% | -$6.85M | |||
| $1.53M | ﹤0.01% | 66,834 -22,490 | -25% | -$516K | |||
| $1.53M | ﹤0.01% | 47,865 +37 | +0.1% | +$1.19K | |||
| $1.53M | ﹤0.01% | 223,398 +50,885 | +30% | +$349K | |||
| $1.53M | ﹤0.01% | 86,907 +16,637 | +24% | +$293K | |||
| $1.53M | ﹤0.01% | 34,986 -2,159 | -6% | -$94.4K | |||
| $1.53M | ﹤0.01% | 79,586 +67,485 | +558% | +$1.3M | |||
| $1.52M | ﹤0.01% | 50,618 +30,546 | +152% | +$919K |
