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 | |
|---|---|---|---|---|---|---|---|
| $1.36M | ﹤0.01% | 1,196,094 +617,229 | +107% | +$704K | |||
| $1.36M | ﹤0.01% | 21,866 +17,024 | +352% | +$1.06M | |||
| $1.36M | ﹤0.01% | 154,184 -8,880 | -5% | -$78.2K | |||
| $1.36M | ﹤0.01% | 95,975 +54,061 | +129% | +$765K | |||
| $1.36M | ﹤0.01% | 16,706 +5,700 | +52% | +$463K | |||
| $1.36M | ﹤0.01% | 30,921 +6,387 | +26% | +$280K | |||
| $1.36M | ﹤0.01% | 145,157 -41,026 | -22% | -$384K | |||
| $1.36M | ﹤0.01% | 79,718 +4,578 | +6% | +$77.9K | |||
| $1.35M | ﹤0.01% | 27,515 -5,141 | -16% | -$253K | |||
| $1.35M | ﹤0.01% | 710,376 +462,660 | +187% | +$879K | |||
| $1.34M | ﹤0.01% | 435,014 -1,187,501 | -73% | -$3.67M | |||
| $1.34M | ﹤0.01% | 19,914 +1,717 | +9% | +$116K | |||
| $1.34M | ﹤0.01% | 15,538 +942 | +6% | +$81.4K | |||
| $1.34M | ﹤0.01% | 52,918 +17,121 | +48% | +$434K | |||
| $1.34M | ﹤0.01% | 373,885 +154,056 | +70% | +$552K | |||
| $1.34M | ﹤0.01% | 97,793 +5,719 | +6% | +$78.1K | |||
| $1.33M | ﹤0.01% | 167,254 +50,706 | +44% | +$405K | |||
| $1.33M | ﹤0.01% | 160,786 -12,037 | -7% | -$99.9K | |||
| $1.33M | ﹤0.01% | 99,641 -496 | -0.5% | -$6.61K | |||
| $1.33M | ﹤0.01% | 108,264 +2,424 | +2% | +$29.7K | |||
| $1.33M | ﹤0.01% | 228,509 -91,005 | -28% | -$528K | |||
| $1.32M | ﹤0.01% | 36,654 -6,697 | -15% | -$242K | |||
| $1.32M | ﹤0.01% | 1,408,006 +500,728 | +55% | +$471K | |||
| $1.32M | ﹤0.01% | 48,721 +27,740 | +132% | +$752K | |||
| $1.32M | ﹤0.01% | 12,354 +1,792 | +17% | +$192K |
