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 | |
|---|---|---|---|---|---|---|---|
| $976K | ﹤0.01% | 23,917 +7,902 | +49% | +$322K | |||
| $976K | ﹤0.01% | 33,152 -30,397 | -48% | -$895K | |||
| $973K | ﹤0.01% | 43,149 +33,095 | +329% | +$746K | |||
| $971K | ﹤0.01% | +18,752 | New | +$971K | |||
| $970K | ﹤0.01% | 734,816 -301,264 | -29% | -$398K | |||
| $969K | ﹤0.01% | 64,386 -152,179 | -70% | -$2.29M | |||
| $968K | ﹤0.01% | 203,455 +102,924 | +102% | +$490K | |||
| $967K | ﹤0.01% | 37,735 +28,190 | +295% | +$723K | |||
| $963K | ﹤0.01% | 91,067 +77,015 | +548% | +$815K | |||
| $963K | ﹤0.01% | 26,521 -23,234 | -47% | -$844K | |||
| $963K | ﹤0.01% | 1,654,591 -312,190 | -16% | -$182K | |||
| $963K | ﹤0.01% | 122,019 -9,229 | -7% | -$72.8K | |||
| $961K | ﹤0.01% | 25,642 +5,243 | +26% | +$196K | |||
| $959K | ﹤0.01% | 261,172 -29,482 | -10% | -$108K | |||
| $958K | ﹤0.01% | 135,058 -6,853 | -5% | -$48.6K | |||
| $957K | ﹤0.01% | 116,748 -194,685 | -63% | -$1.6M | |||
| $956K | ﹤0.01% | 19,617 -24,624 | -56% | -$1.2M | |||
| $955K | ﹤0.01% | 67,136 +12,042 | +22% | +$171K | |||
| $955K | ﹤0.01% | 9,050 -7,489 | -45% | -$790K | |||
| $954K | ﹤0.01% | 151,209 +8,672 | +6% | +$54.7K | |||
| $953K | ﹤0.01% | 40,981 -18,244 | -31% | -$424K | |||
| $950K | ﹤0.01% | 772,213 +252,524 | +49% | +$311K | |||
| $949K | ﹤0.01% | 24,246 -2,035 | -8% | -$79.7K | |||
| $947K | ﹤0.01% | 63,280 -1,802 | -3% | -$27K | |||
| $945K | ﹤0.01% | 49,976 -45,143 | -47% | -$853K |
