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 | |
|---|---|---|---|---|---|---|---|
| $634K | ﹤0.01% | 4,328 +1,286 | +42% | +$188K | |||
| $633K | ﹤0.01% | 18,047 -130,106 | -88% | -$4.56M | |||
| $633K | ﹤0.01% | 28,072 -42,868 | -60% | -$966K | |||
| $631K | ﹤0.01% | 51,402 -36,662 | -42% | -$450K | |||
| $631K | ﹤0.01% | 4,885 -3,287 | -40% | -$424K | |||
| $630K | ﹤0.01% | 132,143 -313,677 | -70% | -$1.5M | |||
| $629K | ﹤0.01% | 495,647 +357,214 | +258% | +$454K | |||
| $629K | ﹤0.01% | 74,919 +395 | +0.5% | +$3.32K | |||
| $629K | ﹤0.01% | 85,143 -3,638 | -4% | -$26.9K | |||
| $627K | ﹤0.01% | 13,886 +3,504 | +34% | +$158K | |||
| $627K | ﹤0.01% | 47,611 +5,300 | +13% | +$69.8K | |||
| $626K | ﹤0.01% | 6,712 -359 | -5% | -$33.5K | |||
| $626K | ﹤0.01% | 322,648 +211,125 | +189% | +$410K | |||
| $624K | ﹤0.01% | 54,717 -15,857 | -22% | -$181K | |||
| $624K | ﹤0.01% | 111,379 -626 | -0.6% | -$3.51K | |||
| $622K | ﹤0.01% | 197,438 +110,903 | +128% | +$349K | |||
| $622K | ﹤0.01% | 202,240 -229,635 | -53% | -$706K | |||
| $621K | ﹤0.01% | 405,982 -51,267 | -11% | -$78.4K | |||
| $620K | ﹤0.01% | +20,681 | New | +$620K | |||
| $618K | ﹤0.01% | 23,362 +17,564 | +303% | +$464K | |||
| $618K | ﹤0.01% | 16,843 +14,986 | +807% | +$550K | |||
| $617K | ﹤0.01% | 16,156 +6,713 | +71% | +$256K | |||
| $614K | ﹤0.01% | 31,627 +8,599 | +37% | +$167K | |||
| $610K | ﹤0.01% | +4,147 | New | +$610K | |||
| $609K | ﹤0.01% | 79,474 +43,208 | +119% | +$331K |
