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 | |
|---|---|---|---|---|---|---|---|
| $1.19M | ﹤0.01% | 42,287 -6,578 | -13% | -$184K | |||
| $1.18M | ﹤0.01% | 40,179 +445 | +1% | +$13.1K | |||
| $1.18M | ﹤0.01% | 16,767 +2,951 | +21% | +$208K | |||
| $1.18M | ﹤0.01% | 198,079 +178,379 | +905% | +$1.06M | |||
| $1.18M | ﹤0.01% | 142,150 -3,714 | -3% | -$30.8K | |||
| $1.18M | ﹤0.01% | 1,166,637 +318,201 | +38% | +$321K | |||
| $1.18M | ﹤0.01% | +34,133 | New | +$1.18M | |||
| $1.17M | ﹤0.01% | 304,965 +268,399 | +734% | +$1.03M | |||
| $1.17M | ﹤0.01% | 265,187 +264,782 | +65,378% | +$1.17M | |||
| $1.17M | ﹤0.01% | 208,041 +133,443 | +179% | +$751K | |||
| $1.17M | ﹤0.01% | 60,083 +45,671 | +317% | +$890K | |||
| $1.17M | ﹤0.01% | 169,337 +69,924 | +70% | +$482K | |||
| $1.17M | ﹤0.01% | 289,413 +90,098 | +45% | +$363K | |||
| $1.17M | ﹤0.01% | 102,758 -8,433 | -8% | -$95.7K | |||
| $1.17M | ﹤0.01% | 15,885 +8 | +0.1% | +$587 | |||
| $1.16M | ﹤0.01% | 526,467 -700,535 | -57% | -$1.55M | |||
| $1.16M | ﹤0.01% | 72,757 -12,394 | -15% | -$198K | |||
| $1.16M | ﹤0.01% | 73,456 -1,376 | -2% | -$21.8K | |||
| $1.16M | ﹤0.01% | 121,792 -235,962 | -66% | -$2.25M | |||
| $1.16M | ﹤0.01% | 152,130 +18,306 | +14% | +$139K | |||
| $1.16M | ﹤0.01% | 61,297 +48,343 | +373% | +$914K | |||
| $1.16M | ﹤0.01% | 827,440 +127,709 | +18% | +$179K | |||
| $1.16M | ﹤0.01% | 1,303,774 -5,998,457 | -82% | -$5.33M | |||
| $1.16M | ﹤0.01% | 133,481 +90,822 | +213% | +$787K | |||
| $1.16M | ﹤0.01% | 1,618,884 +1,543,313 | +2,042% | +$1.1M |
