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 | |
|---|---|---|---|---|---|---|---|
| $1.03M | ﹤0.01% | 128,632 -4,618 | -3% | -$36.9K | |||
| $1.02M | ﹤0.01% | 35,472 +16,274 | +85% | +$469K | |||
| $1.02M | ﹤0.01% | 21,141 -2,211 | -9% | -$107K | |||
| $1.02M | ﹤0.01% | 9,546 -6,616 | -41% | -$708K | |||
| $1.02M | ﹤0.01% | 13,136 +9,034 | +220% | +$700K | |||
| $1.02M | ﹤0.01% | +142,443 | New | +$1.02M | |||
| $1.02M | ﹤0.01% | 283,842 -41,027 | -13% | -$147K | |||
| $1.01M | ﹤0.01% | 373,505 -558,516 | -60% | -$1.51M | |||
| $1.01M | ﹤0.01% | 8,366 -409 | -5% | -$49.4K | |||
| $1.01M | ﹤0.01% | 35,616 +19,653 | +123% | +$558K | |||
| $1.01M | ﹤0.01% | 27,576 +23,307 | +546% | +$854K | |||
| $1.01M | ﹤0.01% | 32,772 +5,107 | +18% | +$157K | |||
| $1M | ﹤0.01% | 99,006 +19,468 | +24% | +$198K | |||
| $1,000K | ﹤0.01% | 136,017 -1,312 | -1% | -$9.64K | |||
| $996K | ﹤0.01% | 36,248 +21,698 | +149% | +$596K | |||
| $995K | ﹤0.01% | 21,439 -6,819 | -24% | -$316K | |||
| $994K | ﹤0.01% | 62,185 -99,599 | -62% | -$1.59M | |||
| $991K | ﹤0.01% | 127,408 +44,804 | +54% | +$349K | |||
| $990K | ﹤0.01% | 25,502 +11,195 | +78% | +$435K | |||
| $989K | ﹤0.01% | 7,353 -1,928 | -21% | -$259K | |||
| $988K | ﹤0.01% | 34,364 +328 | +1% | +$9.43K | |||
| $985K | ﹤0.01% | 480,471 +383,547 | +396% | +$786K | |||
| $979K | ﹤0.01% | 49,424 -30,730 | -38% | -$609K | |||
| $978K | ﹤0.01% | 51,141 -30,616 | -37% | -$585K | |||
| $978K | ﹤0.01% | 18,819 +1,091 | +6% | +$56.7K |
