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 | |
|---|---|---|---|---|---|---|---|
| $678K | ﹤0.01% | 31,325 +29,106 | +1,312% | +$630K | |||
| $677K | ﹤0.01% | 22,951 -45,537 | -66% | -$1.34M | |||
| $676K | ﹤0.01% | 179,427 -1,420 | -0.8% | -$5.35K | |||
| $676K | ﹤0.01% | 1,249,009 +638,043 | +104% | +$345K | |||
| $675K | ﹤0.01% | 121,389 +85,048 | +234% | +$473K | |||
| $674K | ﹤0.01% | 49,892 -1,463 | -3% | -$19.8K | |||
| $673K | ﹤0.01% | 129,363 +97,244 | +303% | +$506K | |||
| $672K | ﹤0.01% | 151,658 +48,322 | +47% | +$214K | |||
| $672K | ﹤0.01% | 11,840 -687 | -5% | -$39K | |||
| $671K | ﹤0.01% | 14,933 -1,163 | -7% | -$52.3K | |||
| $669K | ﹤0.01% | 47,917 +17,159 | +56% | +$240K | |||
| $668K | ﹤0.01% | 27,865 +628 | +2% | +$15.1K | |||
| $665K | ﹤0.01% | 21,837 +10,974 | +101% | +$334K | |||
| $664K | ﹤0.01% | 116,942 +17,623 | +18% | +$100K | |||
| $664K | ﹤0.01% | 73,170 +24,792 | +51% | +$225K | |||
| $663K | ﹤0.01% | 80,000 -2,825 | -3% | -$23.4K | |||
| $663K | ﹤0.01% | 11,419 +6,541 | +134% | +$380K | |||
| $661K | ﹤0.01% | 37,271 -12,466 | -25% | -$221K | |||
| $661K | ﹤0.01% | 117,014 -34,926 | -23% | -$197K | |||
| $661K | ﹤0.01% | 151,274 +11,220 | +8% | +$49K | |||
| $658K | ﹤0.01% | 6,505 -7,042 | -52% | -$713K | |||
| $658K | ﹤0.01% | 46,291 -8,055 | -15% | -$115K | |||
| $656K | ﹤0.01% | 45,984 +18,516 | +67% | +$264K | |||
| $655K | ﹤0.01% | 142,426 +102,686 | +258% | +$472K | |||
| $654K | ﹤0.01% | 30,401 +24,404 | +407% | +$525K |
