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 | |
|---|---|---|---|---|---|---|---|
| $1.52M | ﹤0.01% | 928,308 -958,603 | -51% | -$1.57M | |||
| $1.52M | ﹤0.01% | 20,164 +4,851 | +32% | +$366K | |||
| $1.52M | ﹤0.01% | 52,326 -39,732 | -43% | -$1.16M | |||
| $1.52M | ﹤0.01% | 33,209 +23,609 | +246% | +$1.08M | |||
| $1.52M | ﹤0.01% | 49,647 +188 | +0.4% | +$5.75K | |||
| $1.52M | ﹤0.01% | 173,045 +50,009 | +41% | +$439K | |||
| $1.52M | ﹤0.01% | 40,729 +12,423 | +44% | +$462K | |||
| $1.52M | ﹤0.01% | 76,223 +57,651 | +310% | +$1.15M | |||
| $1.51M | ﹤0.01% | 1,537,212 +867,294 | +129% | +$853K | |||
| $1.51M | ﹤0.01% | 44,017 -26,947 | -38% | -$925K | |||
| $1.51M | ﹤0.01% | 179,443 +1,851 | +1% | +$15.5K | |||
| $1.5M | ﹤0.01% | 164,200 +713 | +0.4% | +$6.53K | |||
| $1.5M | ﹤0.01% | 148,654 +65,134 | +78% | +$657K | |||
| $1.5M | ﹤0.01% | 14,755 +798 | +6% | +$80.9K | |||
| $1.49M | ﹤0.01% | 166,399 +472 | +0.3% | +$4.23K | |||
| $1.49M | ﹤0.01% | 41,730 +809 | +2% | +$28.9K | |||
| $1.49M | ﹤0.01% | +142,326 | New | +$1.49M | |||
| $1.49M | ﹤0.01% | 81,467 -7,115 | -8% | -$130K | |||
| $1.49M | ﹤0.01% | 761,539 +291,784 | +62% | +$569K | |||
| $1.48M | ﹤0.01% | 131,211 +2,292 | +2% | +$25.9K | |||
| $1.48M | ﹤0.01% | 119,151 +66,081 | +125% | +$822K | |||
| $1.48M | ﹤0.01% | 968,323 +597,574 | +161% | +$914K | |||
| $1.48M | ﹤0.01% | 48,227 +21,632 | +81% | +$665K | |||
| $1.48M | ﹤0.01% | 36,950 +4,724 | +15% | +$189K | |||
| $1.48M | ﹤0.01% | 523,016 -1,660,803 | -76% | -$4.7M |
