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 | |
|---|---|---|---|---|---|---|---|
| $1.16M | ﹤0.01% | 201,665 -119,754 | -37% | -$686K | |||
| $1.15M | ﹤0.01% | 28,506 -64,181 | -69% | -$2.6M | |||
| $1.15M | ﹤0.01% | +21,300 | New | +$1.15M | |||
| $1.15M | ﹤0.01% | 15,246 -1,835 | -11% | -$138K | |||
| $1.15M | ﹤0.01% | 229,023 -138,422 | -38% | -$693K | |||
| $1.15M | ﹤0.01% | 17,326 -486 | -3% | -$32.2K | |||
| $1.15M | ﹤0.01% | 86,546 +35,947 | +71% | +$476K | |||
| $1.14M | ﹤0.01% | 301,158 +170,674 | +131% | +$647K | |||
| $1.14M | ﹤0.01% | 319,442 -37,675 | -11% | -$135K | |||
| $1.14M | ﹤0.01% | 158,751 +141,713 | +832% | +$1.02M | |||
| $1.14M | ﹤0.01% | 685,692 +62,446 | +10% | +$104K | |||
| $1.14M | ﹤0.01% | 17,743 -2,105 | -11% | -$135K | |||
| $1.13M | ﹤0.01% | 687,318 -11,075 | -2% | -$18.3K | |||
| $1.13M | ﹤0.01% | 13,642 -928 | -6% | -$77K | |||
| $1.13M | ﹤0.01% | 237,353 -44,205 | -16% | -$211K | |||
| $1.13M | ﹤0.01% | 98,194 +4,181 | +4% | +$48.1K | |||
| $1.13M | ﹤0.01% | 24,528 +15,002 | +157% | +$691K | |||
| $1.13M | ﹤0.01% | 87,445 +5,854 | +7% | +$75.6K | |||
| $1.13M | ﹤0.01% | 35,486 +11,842 | +50% | +$377K | |||
| $1.13M | ﹤0.01% | 84,592 +16,353 | +24% | +$218K | |||
| $1.13M | ﹤0.01% | 577,547 -119,761 | -17% | -$234K | |||
| $1.13M | ﹤0.01% | 30,431 +28,779 | +1,742% | +$1.06M | |||
| $1.13M | ﹤0.01% | 27,448 +6,674 | +32% | +$274K | |||
| $1.12M | ﹤0.01% | 22,613 +20,217 | +844% | +$1.01M | |||
| $1.12M | ﹤0.01% | 6,192 -4,717 | -43% | -$856K |
