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 | |
|---|---|---|---|---|---|---|---|
| $818K | ﹤0.01% | 572,026 -300,744 | -34% | -$430K | |||
| $814K | ﹤0.01% | 87,606 +21,752 | +33% | +$202K | |||
| $812K | ﹤0.01% | 27,462 +5,393 | +24% | +$159K | |||
| $811K | ﹤0.01% | 44,486 +3,751 | +9% | +$68.3K | |||
| $809K | ﹤0.01% | 34,739 +17,874 | +106% | +$416K | |||
| $808K | ﹤0.01% | 22,463 +2,494 | +12% | +$89.7K | |||
| $807K | ﹤0.01% | 25,861 -1,653 | -6% | -$51.6K | |||
| $807K | ﹤0.01% | 615,693 +57,734 | +10% | +$75.6K | |||
| $806K | ﹤0.01% | 353,667 +37,440 | +12% | +$85.4K | |||
| $806K | ﹤0.01% | 43,655 -17,635 | -29% | -$326K | |||
| $806K | ﹤0.01% | 88,333 +12,968 | +17% | +$118K | |||
| $805K | ﹤0.01% | 171,747 +68,142 | +66% | +$320K | |||
| $804K | ﹤0.01% | 1,579,936 +1,466,951 | +1,298% | +$747K | |||
| $804K | ﹤0.01% | 61,855 +24,438 | +65% | +$318K | |||
| $804K | ﹤0.01% | 22,894 +19,590 | +593% | +$688K | |||
| $803K | ﹤0.01% | 32,361 -3,322 | -9% | -$82.4K | |||
| $800K | ﹤0.01% | 7,237 +4,980 | +221% | +$551K | |||
| $800K | ﹤0.01% | 46,166 +26,192 | +131% | +$454K | |||
| $799K | ﹤0.01% | 226,907 -354,532 | -61% | -$1.25M | |||
| $797K | ﹤0.01% | 37,285 -2,203 | -6% | -$47.1K | |||
| $796K | ﹤0.01% | 22,640 -5,652 | -20% | -$199K | |||
| $792K | ﹤0.01% | 26,311 -405 | -2% | -$12.2K | |||
| $789K | ﹤0.01% | 10,655 -10,172 | -49% | -$753K | |||
| $789K | ﹤0.01% | 394,412 +119,784 | +44% | +$240K | |||
| $789K | ﹤0.01% | 12,431 -23,945 | -66% | -$1.52M |
