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 | |
|---|---|---|---|---|---|---|---|
| $850K | ﹤0.01% | 53,683 -164,575 | -75% | -$2.61M | |||
| $849K | ﹤0.01% | 51,870 +49,670 | +2,258% | +$813K | |||
| $848K | ﹤0.01% | +33,100 | New | +$848K | |||
| $848K | ﹤0.01% | 17,172 +6,664 | +63% | +$329K | |||
| $847K | ﹤0.01% | 30,616 -19,373 | -39% | -$536K | |||
| $847K | ﹤0.01% | 19,493 -9,500 | -33% | -$413K | |||
| $846K | ﹤0.01% | 174,558 -70,754 | -29% | -$343K | |||
| $845K | ﹤0.01% | 157,567 -12,545 | -7% | -$67.2K | |||
| $844K | ﹤0.01% | 97,700 -357,908 | -79% | -$3.09M | |||
| $841K | ﹤0.01% | 94,327 -6,299 | -6% | -$56.2K | |||
| $836K | ﹤0.01% | 32,939 +8,429 | +34% | +$214K | |||
| $836K | ﹤0.01% | 33,882 +31,789 | +1,519% | +$784K | |||
| $835K | ﹤0.01% | 30,402 +1,057 | +4% | +$29K | |||
| $834K | ﹤0.01% | 68,971 -159,449 | -70% | -$1.93M | |||
| $833K | ﹤0.01% | 21,042 +5,270 | +33% | +$209K | |||
| $830K | ﹤0.01% | 11,277 -1,082 | -9% | -$79.6K | |||
| $830K | ﹤0.01% | 161,473 +93,378 | +137% | +$480K | |||
| $830K | ﹤0.01% | 230,511 +230,510 | +23,051,000% | +$830K | |||
| $827K | ﹤0.01% | 31,735 -18,944 | -37% | -$494K | |||
| $827K | ﹤0.01% | 21,867 +3,046 | +16% | +$115K | |||
| $825K | ﹤0.01% | 10,926 +6,574 | +151% | +$496K | |||
| $824K | ﹤0.01% | 35,316 +12,673 | +56% | +$296K | |||
| $822K | ﹤0.01% | 28,639 +13,866 | +94% | +$398K | |||
| $821K | ﹤0.01% | 276,286 +77,638 | +39% | +$231K | |||
| $820K | ﹤0.01% | 24,721 +7,677 | +45% | +$254K |
