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 | |
|---|---|---|---|---|---|---|---|
| $654K | ﹤0.01% | 35,202 -18,659 | -35% | -$347K | |||
| $653K | ﹤0.01% | 36,954 +6,118 | +20% | +$108K | |||
| $652K | ﹤0.01% | 17,866 +4,435 | +33% | +$162K | |||
| $651K | ﹤0.01% | 61,276 -89,170 | -59% | -$948K | |||
| $649K | ﹤0.01% | 124,319 -8,299 | -6% | -$43.3K | |||
| $648K | ﹤0.01% | 30,257 -27,471 | -48% | -$589K | |||
| $648K | ﹤0.01% | 25,385 +805 | +3% | +$20.6K | |||
| $648K | ﹤0.01% | 112,283 -27,242 | -20% | -$157K | |||
| $647K | ﹤0.01% | 46,874 +13,834 | +42% | +$191K | |||
| $645K | ﹤0.01% | 136,598 +15,839 | +13% | +$74.8K | |||
| $644K | ﹤0.01% | 118,100 +70,425 | +148% | +$384K | |||
| $642K | ﹤0.01% | 269,577 +113,535 | +73% | +$270K | |||
| $641K | ﹤0.01% | 52,900 -1,516 | -3% | -$18.4K | |||
| $640K | ﹤0.01% | 72,430 +253 | +0.4% | +$2.24K | |||
| $640K | ﹤0.01% | 116,938 +90,350 | +340% | +$494K | |||
| $639K | ﹤0.01% | +37,527 | New | +$639K | |||
| $639K | ﹤0.01% | 43,419 +27,632 | +175% | +$406K | |||
| $638K | ﹤0.01% | 18,135 +16,768 | +1,227% | +$589K | |||
| $636K | ﹤0.01% | 287,563 -27,741 | -9% | -$61.3K | |||
| $635K | ﹤0.01% | 27,767 +23,256 | +516% | +$532K | |||
| $635K | ﹤0.01% | 13,997 -5,902 | -30% | -$268K | |||
| $635K | ﹤0.01% | 654,379 -3,713,401 | -85% | -$3.6M | |||
| $634K | ﹤0.01% | +16,254 | New | +$634K | |||
| $634K | ﹤0.01% | 9,421 -2,599 | -22% | -$175K | |||
| $634K | ﹤0.01% | 91,843 +999 | +1% | +$6.89K |
