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 | |
|---|---|---|---|---|---|---|---|
| $1.28M | ﹤0.01% | 120,897 +93,641 | +344% | +$989K | |||
| $1.28M | ﹤0.01% | 64,828 -11,475 | -15% | -$226K | |||
| $1.27M | ﹤0.01% | 68,056 +21,341 | +46% | +$400K | |||
| $1.27M | ﹤0.01% | 379,202 +84,313 | +29% | +$283K | |||
| $1.27M | ﹤0.01% | 132,525 +20,161 | +18% | +$193K | |||
| $1.26M | ﹤0.01% | 11,413 -482 | -4% | -$53.4K | |||
| $1.26M | ﹤0.01% | 57,238 -9,760 | -15% | -$215K | |||
| $1.26M | ﹤0.01% | 31,048 -12,230 | -28% | -$496K | |||
| $1.26M | ﹤0.01% | 74,903 +72,618 | +3,178% | +$1.22M | |||
| $1.26M | ﹤0.01% | 18,239 +1,145 | +7% | +$78.8K | |||
| $1.26M | ﹤0.01% | 10,671 -1,001 | -9% | -$118K | |||
| $1.25M | ﹤0.01% | 43,416 -3,484 | -7% | -$100K | |||
| $1.25M | ﹤0.01% | 29,915 -6,335 | -17% | -$265K | |||
| $1.25M | ﹤0.01% | 41,116 +145 | +0.4% | +$4.41K | |||
| $1.25M | ﹤0.01% | 20,952 +8,931 | +74% | +$531K | |||
| $1.24M | ﹤0.01% | 261,840 +171,466 | +190% | +$814K | |||
| $1.24M | ﹤0.01% | 188,874 +102,434 | +119% | +$674K | |||
| $1.24M | ﹤0.01% | 105,194 +65,493 | +165% | +$773K | |||
| $1.24M | ﹤0.01% | 110,646 +76,763 | +227% | +$861K | |||
| $1.24M | ﹤0.01% | 54,948 -341,942 | -86% | -$7.71M | |||
| $1.24M | ﹤0.01% | 9,790 -461 | -5% | -$58.3K | |||
| $1.24M | ﹤0.01% | 183,895 -62,811 | -25% | -$422K | |||
| $1.23M | ﹤0.01% | 85,656 +30,520 | +55% | +$440K | |||
| $1.23M | ﹤0.01% | 65,193 -838 | -1% | -$15.8K | |||
| $1.23M | ﹤0.01% | 32,735 +7,949 | +32% | +$299K |
