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 | |
|---|---|---|---|---|---|---|---|
| $787K | ﹤0.01% | 59,600 -62,204 | -51% | -$822K | |||
| $786K | ﹤0.01% | 367,509 +57,897 | +19% | +$124K | |||
| $786K | ﹤0.01% | 119,814 +73,503 | +159% | +$482K | |||
| $785K | ﹤0.01% | 96,651 -13,566 | -12% | -$110K | |||
| $783K | ﹤0.01% | 75,204 -4,682 | -6% | -$48.7K | |||
| $783K | ﹤0.01% | 21,873 +13,752 | +169% | +$492K | |||
| $782K | ﹤0.01% | 444,480 +87,248 | +24% | +$154K | |||
| $782K | ﹤0.01% | 86,478 +4,882 | +6% | +$44.1K | |||
| $781K | ﹤0.01% | 33,399 -47,908 | -59% | -$1.12M | |||
| $780K | ﹤0.01% | 325,122 +57,774 | +22% | +$139K | |||
| $780K | ﹤0.01% | 177,634 +49,581 | +39% | +$218K | |||
| $780K | ﹤0.01% | 73,286 -865 | -1% | -$9.2K | |||
| $779K | ﹤0.01% | 10,875 -1,918 | -15% | -$137K | |||
| $778K | ﹤0.01% | 313,700 +185,906 | +145% | +$461K | |||
| $777K | ﹤0.01% | 20,398 +9,893 | +94% | +$377K | |||
| $776K | ﹤0.01% | 19,501 +6,370 | +49% | +$253K | |||
| $774K | ﹤0.01% | 56,891 +24,030 | +73% | +$327K | |||
| $773K | ﹤0.01% | 23,845 -14,016 | -37% | -$454K | |||
| $770K | ﹤0.01% | 26,245 +126 | +0.5% | +$3.69K | |||
| $768K | ﹤0.01% | 89,060 +50,680 | +132% | +$437K | |||
| $768K | ﹤0.01% | 290,780 -94,407 | -25% | -$249K | |||
| $768K | ﹤0.01% | 134,900 -17,274 | -11% | -$98.3K | |||
| $765K | ﹤0.01% | 14,709 +2,435 | +20% | +$127K | |||
| $765K | ﹤0.01% | 72,335 -167,595 | -70% | -$1.77M | |||
| $762K | ﹤0.01% | 49,530 +9,420 | +23% | +$145K |
