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 | |
|---|---|---|---|---|---|---|---|
| $1.09M | ﹤0.01% | 271,904 +239,822 | +748% | +$964K | |||
| $1.09M | ﹤0.01% | 39,220 +11,056 | +39% | +$308K | |||
| $1.09M | ﹤0.01% | 168,925 +95,907 | +131% | +$620K | |||
| $1.09M | ﹤0.01% | 45,644 -2,718 | -6% | -$64.9K | |||
| $1.09M | ﹤0.01% | 78,287 +6,513 | +9% | +$90.6K | |||
| $1.09M | ﹤0.01% | 25,232 -16 | -0.1% | -$690 | |||
| $1.09M | ﹤0.01% | 38,050 -4,216 | -10% | -$120K | |||
| $1.09M | ﹤0.01% | 92,302 +16,373 | +22% | +$193K | |||
| $1.09M | ﹤0.01% | 45,748 -30,996 | -40% | -$736K | |||
| $1.08M | ﹤0.01% | 346,177 +140,662 | +68% | +$440K | |||
| $1.08M | ﹤0.01% | 96,562 -53,517 | -36% | -$600K | |||
| $1.08M | ﹤0.01% | 170,627 -16,110 | -9% | -$102K | |||
| $1.08M | ﹤0.01% | 268,893 +65,682 | +32% | +$263K | |||
| $1.08M | ﹤0.01% | 962,672 -588,409 | -38% | -$659K | |||
| $1.08M | ﹤0.01% | 27,245 +22,864 | +522% | +$904K | |||
| $1.08M | ﹤0.01% | 9,626 +6,674 | +226% | +$746K | |||
| $1.08M | ﹤0.01% | 23,801 -9,818 | -29% | -$444K | |||
| $1.07M | ﹤0.01% | 150,956 +42,108 | +39% | +$300K | |||
| $1.07M | ﹤0.01% | 117,599 -98,820 | -46% | -$902K | |||
| $1.07M | ﹤0.01% | 97,212 +3,980 | +4% | +$43.9K | |||
| $1.07M | ﹤0.01% | +82,300 | New | +$1.07M | |||
| $1.07M | ﹤0.01% | 48,120 -6,072 | -11% | -$135K | |||
| $1.07M | ﹤0.01% | 50,172 +44,839 | +841% | +$956K | |||
| $1.07M | ﹤0.01% | 59,769 -24,347 | -29% | -$434K | |||
| $1.06M | ﹤0.01% | 227,865 -635,911 | -74% | -$2.97M |
