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 | |
|---|---|---|---|---|---|---|---|
| $1.48M | ﹤0.01% | 112,369 -32,593 | -22% | -$428K | |||
| $1.47M | ﹤0.01% | 17,707 +5,489 | +45% | +$457K | |||
| $1.47M | ﹤0.01% | 14,048 -4,411 | -24% | -$462K | |||
| $1.47M | ﹤0.01% | 60,607 -219,274 | -78% | -$5.31M | |||
| $1.47M | ﹤0.01% | 252,259 +150,268 | +147% | +$875K | |||
| $1.47M | ﹤0.01% | 343,252 -200,467 | -37% | -$856K | |||
| $1.46M | ﹤0.01% | 36,556 +36,230 | +11,114% | +$1.45M | |||
| $1.46M | ﹤0.01% | 120,551 -4,908 | -4% | -$59.4K | |||
| $1.46M | ﹤0.01% | 55,669 +14,389 | +35% | +$376K | |||
| $1.45M | ﹤0.01% | 22,054 -138,045 | -86% | -$9.08M | |||
| $1.45M | ﹤0.01% | 86,455 +19,133 | +28% | +$321K | |||
| $1.45M | ﹤0.01% | 36,591 +17,307 | +90% | +$685K | |||
| $1.44M | ﹤0.01% | 30,902 -3,621 | -10% | -$169K | |||
| $1.44M | ﹤0.01% | 94,033 +48,517 | +107% | +$741K | |||
| $1.43M | ﹤0.01% | 25,396 +4,334 | +21% | +$245K | |||
| $1.43M | ﹤0.01% | 124,813 +71,008 | +132% | +$815K | |||
| $1.43M | ﹤0.01% | 42,683 -83,189 | -66% | -$2.79M | |||
| $1.43M | ﹤0.01% | 52,578 +13,289 | +34% | +$361K | |||
| $1.42M | ﹤0.01% | 857,095 +534,647 | +166% | +$888K | |||
| $1.42M | ﹤0.01% | 397,040 +271,119 | +215% | +$971K | |||
| $1.42M | ﹤0.01% | 46,528 +22,871 | +97% | +$698K | |||
| $1.42M | ﹤0.01% | 277,102 +123,767 | +81% | +$634K | |||
| $1.42M | ﹤0.01% | 455,542 +99,610 | +28% | +$310K | |||
| $1.42M | ﹤0.01% | 3,421,796 -1,491,063 | -30% | -$617K | |||
| $1.41M | ﹤0.01% | 116,102 +19,672 | +20% | +$239K |
