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 | |
|---|---|---|---|---|---|---|---|
| $1.06M | ﹤0.01% | 35,744 +976 | +3% | +$29K | |||
| $1.06M | ﹤0.01% | 24,293 +23,293 | +2,329% | +$1.01M | |||
| $1.06M | ﹤0.01% | 652,955 -575,912 | -47% | -$933K | |||
| $1.06M | ﹤0.01% | 75,845 -73,486 | -49% | -$1.02M | |||
| $1.06M | ﹤0.01% | 206,288 +9,851 | +5% | +$50.4K | |||
| $1.06M | ﹤0.01% | 154,394 +50,131 | +48% | +$343K | |||
| $1.05M | ﹤0.01% | 214,062 +122,977 | +135% | +$605K | |||
| $1.05M | ﹤0.01% | 109,249 -102,447 | -48% | -$983K | |||
| $1.05M | ﹤0.01% | 78,418 +14,764 | +23% | +$197K | |||
| $1.04M | ﹤0.01% | 150,870 -262,896 | -64% | -$1.82M | |||
| $1.04M | ﹤0.01% | 41,024 -5,242 | -11% | -$133K | |||
| $1.04M | ﹤0.01% | 11,991 +6,470 | +117% | +$562K | |||
| $1.04M | ﹤0.01% | 83,317 +9,438 | +13% | +$118K | |||
| $1.04M | ﹤0.01% | 449,221 +311,906 | +227% | +$721K | |||
| $1.04M | ﹤0.01% | 27,201 +20,870 | +330% | +$796K | |||
| $1.04M | ﹤0.01% | 32,424 -9,174 | -22% | -$293K | |||
| $1.04M | ﹤0.01% | 16,571 -30,647 | -65% | -$1.92M | |||
| $1.04M | ﹤0.01% | 255,074 +145,259 | +132% | +$590K | |||
| $1.03M | ﹤0.01% | 251,984 -160,004 | -39% | -$656K | |||
| $1.03M | ﹤0.01% | 229,072 +137,496 | +150% | +$620K | |||
| $1.03M | ﹤0.01% | 29,515 -88,661 | -75% | -$3.1M | |||
| $1.03M | ﹤0.01% | 17,542 -2,662 | -13% | -$156K | |||
| $1.03M | ﹤0.01% | 182,480 -36,700 | -17% | -$207K | |||
| $1.03M | ﹤0.01% | 26,807 +15,654 | +140% | +$600K | |||
| $1.03M | ﹤0.01% | 311,314 +157,626 | +103% | +$520K |
