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 | |
|---|---|---|---|---|---|---|---|
| $916K | ﹤0.01% | 89,716 -333,009 | -79% | -$3.4M | |||
| $913K | ﹤0.01% | 70,654 +24,842 | +54% | +$321K | |||
| $912K | ﹤0.01% | 125,562 +4,621 | +4% | +$33.5K | |||
| $910K | ﹤0.01% | 19,953 +17,488 | +709% | +$798K | |||
| $910K | ﹤0.01% | 249,278 -51,447 | -17% | -$188K | |||
| $908K | ﹤0.01% | 121,449 +11,419 | +10% | +$85.4K | |||
| $904K | ﹤0.01% | 20,482 -1,479 | -7% | -$65.3K | |||
| $904K | ﹤0.01% | 69,878 +19,878 | +40% | +$257K | |||
| $903K | ﹤0.01% | 246,804 -120,003 | -33% | -$439K | |||
| $901K | ﹤0.01% | 12,328 -954 | -7% | -$69.7K | |||
| $900K | ﹤0.01% | 31,100 -37,618 | -55% | -$1.09M | |||
| $900K | ﹤0.01% | 43,904 +17,744 | +68% | +$364K | |||
| $899K | ﹤0.01% | 21,678 +7,289 | +51% | +$302K | |||
| $898K | ﹤0.01% | 39,697 +10,004 | +34% | +$226K | |||
| $898K | ﹤0.01% | 36,987 +1,520 | +4% | +$36.9K | |||
| $897K | ﹤0.01% | 183,825 +29,866 | +19% | +$146K | |||
| $897K | ﹤0.01% | 52,879 +11,459 | +28% | +$194K | |||
| $897K | ﹤0.01% | 179,686 +59,114 | +49% | +$295K | |||
| $896K | ﹤0.01% | 15,411 +4,345 | +39% | +$253K | |||
| $895K | ﹤0.01% | 418,327 -7,920,933 | -95% | -$17M | |||
| $895K | ﹤0.01% | 13,153 +3,511 | +36% | +$239K | |||
| $891K | ﹤0.01% | 51,367 +40,221 | +361% | +$698K | |||
| $891K | ﹤0.01% | 122,737 -48,811 | -28% | -$354K | |||
| $885K | ﹤0.01% | 16,894 +7,059 | +72% | +$370K | |||
| $882K | ﹤0.01% | 4,702 +766 | +19% | +$144K |
