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 | |
|---|---|---|---|---|---|---|---|
| $1.32M | ﹤0.01% | 28,829 -98,623 | -77% | -$4.51M | |||
| $1.32M | ﹤0.01% | 450,917 +344,003 | +322% | +$1M | |||
| $1.32M | ﹤0.01% | 46,268 -59,007 | -56% | -$1.68M | |||
| $1.31M | ﹤0.01% | 226,314 +157,152 | +227% | +$913K | |||
| $1.31M | ﹤0.01% | 242,090 -601,103 | -71% | -$3.26M | |||
| $1.31M | ﹤0.01% | 105,917 +3,581 | +4% | +$44.4K | |||
| $1.31M | ﹤0.01% | 124,918 +53,359 | +75% | +$560K | |||
| $1.31M | ﹤0.01% | 70,282 -41,758 | -37% | -$778K | |||
| $1.31M | ﹤0.01% | 189,417 +93,132 | +97% | +$644K | |||
| $1.31M | ﹤0.01% | 41,319 -4,286 | -9% | -$135K | |||
| $1.3M | ﹤0.01% | 119,932 +31,026 | +35% | +$337K | |||
| $1.3M | ﹤0.01% | 31,505 +27,282 | +646% | +$1.13M | |||
| $1.3M | ﹤0.01% | 289,707 -39,348 | -12% | -$177K | |||
| $1.3M | ﹤0.01% | 19,532 -2,391 | -11% | -$159K | |||
| $1.3M | ﹤0.01% | 17,605 +1,158 | +7% | +$85.4K | |||
| $1.3M | ﹤0.01% | 54,133 +27,118 | +100% | +$650K | |||
| $1.29M | ﹤0.01% | 60,004 +59,400 | +9,834% | +$1.28M | |||
| $1.29M | ﹤0.01% | 24,108 -5,316 | -18% | -$284K | |||
| $1.29M | ﹤0.01% | 10,285 +152 | +2% | +$19K | |||
| $1.28M | ﹤0.01% | 6,824 +840 | +14% | +$158K | |||
| $1.28M | ﹤0.01% | 167,656 +5,102 | +3% | +$39K | |||
| $1.28M | ﹤0.01% | 66,199 -1,644 | -2% | -$31.8K | |||
| $1.28M | ﹤0.01% | 372,710 -96,808 | -21% | -$333K | |||
| $1.28M | ﹤0.01% | 41,958 +1,520 | +4% | +$46.4K | |||
| $1.28M | ﹤0.01% | 82,715 +4,489 | +6% | +$69.3K |
