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 | |
|---|---|---|---|---|---|---|---|
| $584K | ﹤0.01% | +13,967 | New | +$584K | |||
| $583K | ﹤0.01% | +22,926 | New | +$583K | |||
| $582K | ﹤0.01% | 304,626 -480,136 | -61% | -$917K | |||
| $582K | ﹤0.01% | 89,475 -34,701 | -28% | -$226K | |||
| $582K | ﹤0.01% | 15,858 +9,250 | +140% | +$339K | |||
| $581K | ﹤0.01% | 400,401 +276,960 | +224% | +$402K | |||
| $580K | ﹤0.01% | 87,613 +41,441 | +90% | +$274K | |||
| $576K | ﹤0.01% | +14,134 | New | +$576K | |||
| $575K | ﹤0.01% | 537,776 +108,331 | +25% | +$116K | |||
| $574K | ﹤0.01% | 200,101 -332,434 | -62% | -$954K | |||
| $574K | ﹤0.01% | 52,306 -540,948 | -91% | -$5.93M | |||
| $574K | ﹤0.01% | 9,497 -2,559 | -21% | -$155K | |||
| $574K | ﹤0.01% | 76,271 +211 | +0.3% | +$1.59K | |||
| $571K | ﹤0.01% | 256,004 +143,869 | +128% | +$321K | |||
| $571K | ﹤0.01% | 84,320 -176,023 | -68% | -$1.19M | |||
| $571K | ﹤0.01% | 89,721 -3,434 | -4% | -$21.8K | |||
| $570K | ﹤0.01% | 20,992 +1,828 | +10% | +$49.7K | |||
| $570K | ﹤0.01% | 232,780 -12,640 | -5% | -$31K | |||
| $570K | ﹤0.01% | 60,314 -6,300 | -9% | -$59.5K | |||
| $570K | ﹤0.01% | 48,692 -2,380 | -5% | -$27.8K | |||
| $568K | ﹤0.01% | 34,618 -316,557 | -90% | -$5.2M | |||
| $568K | ﹤0.01% | 12,172 +11,676 | +2,354% | +$545K | |||
| $567K | ﹤0.01% | 226,868 +175,087 | +338% | +$438K | |||
| $566K | ﹤0.01% | 10,703 -725 | -6% | -$38.4K | |||
| $563K | ﹤0.01% | 21,936 -126,510 | -85% | -$3.25M |
