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 | |
|---|---|---|---|---|---|---|---|
| $878K | ﹤0.01% | 140,532 -64,048 | -31% | -$400K | |||
| $878K | ﹤0.01% | 12,583 -1,646 | -12% | -$115K | |||
| $878K | ﹤0.01% | 30,420 -73,477 | -71% | -$2.12M | |||
| $877K | ﹤0.01% | 127,714 +46,097 | +56% | +$317K | |||
| $877K | ﹤0.01% | 77,476 -20,706 | -21% | -$234K | |||
| $877K | ﹤0.01% | 107,958 +23,278 | +27% | +$189K | |||
| $876K | ﹤0.01% | 63,480 -28,908 | -31% | -$399K | |||
| $875K | ﹤0.01% | 108,723 -4,710 | -4% | -$37.9K | |||
| $873K | ﹤0.01% | 26,716 -3,768 | -12% | -$123K | |||
| $873K | ﹤0.01% | 215,525 +151,621 | +237% | +$614K | |||
| $872K | ﹤0.01% | 30,392 +10,700 | +54% | +$307K | |||
| $871K | ﹤0.01% | 84,532 +73,032 | +635% | +$752K | |||
| $868K | ﹤0.01% | 121,627 +27,803 | +30% | +$199K | |||
| $868K | ﹤0.01% | 33,795 +11,201 | +50% | +$288K | |||
| $866K | ﹤0.01% | 35,126 +3,730 | +12% | +$91.9K | |||
| $866K | ﹤0.01% | 79,020 -4,640 | -6% | -$50.8K | |||
| $864K | ﹤0.01% | 183,859 -4,339 | -2% | -$20.4K | |||
| $863K | ﹤0.01% | 73,820 +12,637 | +21% | +$148K | |||
| $862K | ﹤0.01% | 420,373 +410,296 | +4,072% | +$841K | |||
| $859K | ﹤0.01% | 13,172 +12,472 | +1,782% | +$813K | |||
| $857K | ﹤0.01% | 84,288 +21,761 | +35% | +$221K | |||
| $854K | ﹤0.01% | 214,550 -16,046 | -7% | -$63.9K | |||
| $852K | ﹤0.01% | 14,446 -1,506 | -9% | -$88.8K | |||
| $851K | ﹤0.01% | 84,773 +13,972 | +20% | +$140K | |||
| $851K | ﹤0.01% | 80,581 -22,881 | -22% | -$242K |
