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 | |
|---|---|---|---|---|---|---|---|
| $608K | ﹤0.01% | 131,304 +72,744 | +124% | +$337K | |||
| $605K | ﹤0.01% | +8,891 | New | +$605K | |||
| $605K | ﹤0.01% | 30,419 -217,322 | -88% | -$4.32M | |||
| $603K | ﹤0.01% | 261,239 -156,893 | -38% | -$362K | |||
| $603K | ﹤0.01% | 29,378 +29,036 | +8,490% | +$596K | |||
| $602K | ﹤0.01% | 10,628 +1,539 | +17% | +$87.2K | |||
| $602K | ﹤0.01% | 146,030 -10,510 | -7% | -$43.3K | |||
| $601K | ﹤0.01% | 33,751 +1 | +0% | +$18 | |||
| $601K | ﹤0.01% | 7,094 -13,008 | -65% | -$1.1M | |||
| $600K | ﹤0.01% | 60,221 +38,235 | +174% | +$381K | |||
| $599K | ﹤0.01% | 173,090 -102,468 | -37% | -$355K | |||
| $597K | ﹤0.01% | 96,353 +19,822 | +26% | +$123K | |||
| $597K | ﹤0.01% | 7,454 -1,968 | -21% | -$158K | |||
| $596K | ﹤0.01% | 10,629 +1,549 | +17% | +$86.8K | |||
| $594K | ﹤0.01% | +30,388 | New | +$594K | |||
| $594K | ﹤0.01% | 190,465 +168,012 | +748% | +$524K | |||
| $591K | ﹤0.01% | 6,962 +5,128 | +280% | +$435K | |||
| $591K | ﹤0.01% | 117,243 +43,515 | +59% | +$219K | |||
| $590K | ﹤0.01% | 14,935 +14,646 | +5,068% | +$579K | |||
| $590K | ﹤0.01% | 16,370 -1,640 | -9% | -$59.1K | |||
| $588K | ﹤0.01% | 36,540 -44,271 | -55% | -$713K | |||
| $588K | ﹤0.01% | 190,208 -2,084 | -1% | -$6.44K | |||
| $587K | ﹤0.01% | 42,588 +8,178 | +24% | +$113K | |||
| $585K | ﹤0.01% | 11,640 -6,027 | -34% | -$303K | |||
| $584K | ﹤0.01% | 129,598 -22,994 | -15% | -$104K |
