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 | |
|---|---|---|---|---|---|---|---|
| $1.41M | ﹤0.01% | 91,216 -63,285 | -41% | -$975K | |||
| $1.41M | ﹤0.01% | 77,460 -8,567 | -10% | -$155K | |||
| $1.4M | ﹤0.01% | 9,308 +8,398 | +923% | +$1.27M | |||
| $1.4M | ﹤0.01% | 259,922 +115,019 | +79% | +$620K | |||
| $1.4M | ﹤0.01% | 25,365 -7,857 | -24% | -$434K | |||
| $1.4M | ﹤0.01% | 136,353 -27,192 | -17% | -$279K | |||
| $1.4M | ﹤0.01% | 96,061 -28,279 | -23% | -$412K | |||
| $1.4M | ﹤0.01% | 87,534 +61,375 | +235% | +$980K | |||
| $1.4M | ﹤0.01% | 240,813 +112,077 | +87% | +$650K | |||
| $1.39M | ﹤0.01% | 20,336 +2,751 | +16% | +$188K | |||
| $1.39M | ﹤0.01% | 472,639 +376,663 | +392% | +$1.11M | |||
| $1.39M | ﹤0.01% | 630,359 -586,015 | -48% | -$1.29M | |||
| $1.39M | ﹤0.01% | 69,598 +35,258 | +103% | +$702K | |||
| $1.39M | ﹤0.01% | 102,651 +90,516 | +746% | +$1.22M | |||
| $1.39M | ﹤0.01% | 2,316,662 -175,568 | -7% | -$105K | |||
| $1.38M | ﹤0.01% | 193,893 +461 | +0.2% | +$3.29K | |||
| $1.38M | ﹤0.01% | 317,459 +72,001 | +29% | +$313K | |||
| $1.38M | ﹤0.01% | 38,750 -9,412 | -20% | -$334K | |||
| $1.37M | ﹤0.01% | 174,252 +109,410 | +169% | +$863K | |||
| $1.37M | ﹤0.01% | 214,287 -33,911 | -14% | -$217K | |||
| $1.37M | ﹤0.01% | 102,773 +10,344 | +11% | +$138K | |||
| $1.37M | ﹤0.01% | 274,940 -164,437 | -37% | -$819K | |||
| $1.37M | ﹤0.01% | 53,347 -1,467 | -3% | -$37.6K | |||
| $1.37M | ﹤0.01% | 44,718 -15,765 | -26% | -$481K | |||
| $1.36M | ﹤0.01% | 104,334 -181,272 | -63% | -$2.37M |
