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 | |
|---|---|---|---|---|---|---|---|
| $708K | ﹤0.01% | 21,205 -43,403 | -67% | -$1.45M | |||
| $708K | ﹤0.01% | 22,552 -153,580 | -87% | -$4.82M | |||
| $706K | ﹤0.01% | 988,077 +547,383 | +124% | +$391K | |||
| $704K | ﹤0.01% | 222,022 +149,109 | +205% | +$473K | |||
| $702K | ﹤0.01% | 51,924 +37,219 | +253% | +$503K | |||
| $700K | ﹤0.01% | 16,535 +7,106 | +75% | +$301K | |||
| $698K | ﹤0.01% | 665,054 -310,489 | -32% | -$326K | |||
| $698K | ﹤0.01% | 161,900 +68,288 | +73% | +$294K | |||
| $693K | ﹤0.01% | 36,057 -9,333 | -21% | -$179K | |||
| $693K | ﹤0.01% | +37,858 | New | +$693K | |||
| $691K | ﹤0.01% | 39,872 +3,135 | +9% | +$54.4K | |||
| $690K | ﹤0.01% | 108,281 +50,600 | +88% | +$322K | |||
| $689K | ﹤0.01% | 43,270 +3,996 | +10% | +$63.6K | |||
| $688K | ﹤0.01% | 181,623 -862 | -0.5% | -$3.27K | |||
| $687K | ﹤0.01% | 16,252 +16,248 | +406,200% | +$687K | |||
| $685K | ﹤0.01% | 263,526 +110,675 | +72% | +$288K | |||
| $685K | ﹤0.01% | 29,353 +10,252 | +54% | +$239K | |||
| $684K | ﹤0.01% | 31,174 +27,313 | +707% | +$599K | |||
| $684K | ﹤0.01% | 64,640 +33,163 | +105% | +$351K | |||
| $683K | ﹤0.01% | 32,655 -4,546 | -12% | -$95.1K | |||
| $682K | ﹤0.01% | 347,762 +59,280 | +21% | +$116K | |||
| $681K | ﹤0.01% | 54,642 -13,146 | -19% | -$164K | |||
| $680K | ﹤0.01% | 34,238 +23,011 | +205% | +$457K | |||
| $680K | ﹤0.01% | 240,388 +146,759 | +157% | +$415K | |||
| $678K | ﹤0.01% | 309,687 +247,456 | +398% | +$542K |
