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 | |
|---|---|---|---|---|---|---|---|
| $944K | ﹤0.01% | 47,190 -20,247 | -30% | -$405K | |||
| $942K | ﹤0.01% | +48,041 | New | +$942K | |||
| $942K | ﹤0.01% | 428,216 -81,994 | -16% | -$180K | |||
| $940K | ﹤0.01% | 29,115 +4,212 | +17% | +$136K | |||
| $940K | ﹤0.01% | 33,341 +14,474 | +77% | +$408K | |||
| $940K | ﹤0.01% | 274,100 -5,567 | -2% | -$19.1K | |||
| $937K | ﹤0.01% | 33,493 +2,820 | +9% | +$78.9K | |||
| $936K | ﹤0.01% | 14,037 -4,005 | -22% | -$267K | |||
| $930K | ﹤0.01% | 135,205 +63,285 | +88% | +$435K | |||
| $929K | ﹤0.01% | 45,883 +44,269 | +2,743% | +$896K | |||
| $929K | ﹤0.01% | 23,705 -5,218 | -18% | -$204K | |||
| $928K | ﹤0.01% | 24,312 +20,769 | +586% | +$793K | |||
| $926K | ﹤0.01% | 408,035 -338,753 | -45% | -$769K | |||
| $924K | ﹤0.01% | 89,663 +50 | +0.1% | +$516 | |||
| $924K | ﹤0.01% | 473,939 -397,753 | -46% | -$776K | |||
| $924K | ﹤0.01% | 43,082 +40,024 | +1,309% | +$858K | |||
| $923K | ﹤0.01% | 97,649 -39,518 | -29% | -$373K | |||
| $922K | ﹤0.01% | 154,512 +153,223 | +11,887% | +$915K | |||
| $921K | ﹤0.01% | +61,218 | New | +$921K | |||
| $920K | ﹤0.01% | 59,341 -1,074 | -2% | -$16.6K | |||
| $919K | ﹤0.01% | 21,107 -747 | -3% | -$32.5K | |||
| $919K | ﹤0.01% | 58,755 +12,334 | +27% | +$193K | |||
| $918K | ﹤0.01% | 252,905 -816,616 | -76% | -$2.96M | |||
| $918K | ﹤0.01% | 275,578 +6,611 | +2% | +$22K | |||
| $917K | ﹤0.01% | 20,415 +3,010 | +17% | +$135K |
