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 | |
|---|---|---|---|---|---|---|---|
| $1.12M | ﹤0.01% | 210,057 +188,357 | +868% | +$1.01M | |||
| $1.12M | ﹤0.01% | 123,113 -4,559 | -4% | -$41.5K | |||
| $1.12M | ﹤0.01% | 82,007 +67,018 | +447% | +$916K | |||
| $1.12M | ﹤0.01% | 666,034 -636,622 | -49% | -$1.07M | |||
| $1.12M | ﹤0.01% | 88,158 +3,943 | +5% | +$50K | |||
| $1.12M | ﹤0.01% | 23,853 +19,220 | +415% | +$901K | |||
| $1.12M | ﹤0.01% | 35,315 +10,213 | +41% | +$323K | |||
| $1.12M | ﹤0.01% | 37,153 +1,571 | +4% | +$47.2K | |||
| $1.11M | ﹤0.01% | 10,580 -1,064 | -9% | -$112K | |||
| $1.11M | ﹤0.01% | 73,356 +7,454 | +11% | +$113K | |||
| $1.11M | ﹤0.01% | 74,878 +22,995 | +44% | +$341K | |||
| $1.11M | ﹤0.01% | 360,748 +270,793 | +301% | +$834K | |||
| $1.11M | ﹤0.01% | 318,030 +205,916 | +184% | +$719K | |||
| $1.11M | ﹤0.01% | 406,407 +3,173 | +0.8% | +$8.66K | |||
| $1.11M | ﹤0.01% | 122,090 +22,205 | +22% | +$202K | |||
| $1.11M | ﹤0.01% | 30,657 +30,497 | +19,061% | +$1.1M | |||
| $1.11M | ﹤0.01% | 9,988 -56 | -0.6% | -$6.2K | |||
| $1.11M | ﹤0.01% | 161,141 -69,771 | -30% | -$479K | |||
| $1.1M | ﹤0.01% | 74,318 -2,628 | -3% | -$39K | |||
| $1.1M | ﹤0.01% | 28,241 -773 | -3% | -$30.2K | |||
| $1.1M | ﹤0.01% | 93,852 +470 | +0.5% | +$5.5K | |||
| $1.1M | ﹤0.01% | 39,342 -4,844 | -11% | -$135K | |||
| $1.1M | ﹤0.01% | 9,359 +558 | +6% | +$65.5K | |||
| $1.09M | ﹤0.01% | 188,706 +2,323 | +1% | +$13.5K | |||
| $1.09M | ﹤0.01% | 364,504 -200,125 | -35% | -$600K |
