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 | |
|---|---|---|---|---|---|---|---|
| $1.23M | ﹤0.01% | 47,657 -20,829 | -30% | -$538K | |||
| $1.23M | ﹤0.01% | 13,394 +4,962 | +59% | +$456K | |||
| $1.23M | ﹤0.01% | 68,630 +3,300 | +5% | +$59.1K | |||
| $1.23M | ﹤0.01% | 7,686 -3,446 | -31% | -$551K | |||
| $1.22M | ﹤0.01% | 15,204 -856 | -5% | -$68.9K | |||
| $1.22M | ﹤0.01% | 5,777 +1,283 | +29% | +$271K | |||
| $1.22M | ﹤0.01% | 1,305,518 -63,248 | -5% | -$59.1K | |||
| $1.22M | ﹤0.01% | 19,285 -33,358 | -63% | -$2.11M | |||
| $1.22M | ﹤0.01% | 61,544 -6,361 | -9% | -$126K | |||
| $1.22M | ﹤0.01% | 870,236 +163,367 | +23% | +$229K | |||
| $1.22M | ﹤0.01% | 24,836 +22,661 | +1,042% | +$1.11M | |||
| $1.21M | ﹤0.01% | 15,771 -6,761 | -30% | -$521K | |||
| $1.21M | ﹤0.01% | 91,050 -6,513 | -7% | -$86.8K | |||
| $1.21M | ﹤0.01% | 73,124 +27,329 | +60% | +$453K | |||
| $1.21M | ﹤0.01% | 119,693 +18,938 | +19% | +$191K | |||
| $1.21M | ﹤0.01% | 31,414 +5,350 | +21% | +$206K | |||
| $1.2M | ﹤0.01% | 64,262 -30,005 | -32% | -$562K | |||
| $1.2M | ﹤0.01% | 35,724 +28,604 | +402% | +$961K | |||
| $1.2M | ﹤0.01% | 92,825 -15,146 | -14% | -$195K | |||
| $1.2M | ﹤0.01% | 123,765 -6,081 | -5% | -$58.8K | |||
| $1.2M | ﹤0.01% | 361,264 +46,935 | +15% | +$155K | |||
| $1.19M | ﹤0.01% | 86,233 +14,259 | +20% | +$197K | |||
| $1.19M | ﹤0.01% | 384,171 +376,573 | +4,956% | +$1.17M | |||
| $1.19M | ﹤0.01% | 121,065 +24,325 | +25% | +$239K | |||
| $1.19M | ﹤0.01% | 126,160 -260,919 | -67% | -$2.46M |
