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 | |
|---|---|---|---|---|---|---|---|
| $562K | ﹤0.01% | 18,438 +13,935 | +309% | +$425K | |||
| $562K | ﹤0.01% | 11,670 -803 | -6% | -$38.7K | |||
| $562K | ﹤0.01% | 13,185 +7,180 | +120% | +$306K | |||
| $561K | ﹤0.01% | 57,059 +16,007 | +39% | +$158K | |||
| $561K | ﹤0.01% | 38,003 -55,837 | -60% | -$825K | |||
| $561K | ﹤0.01% | 38,015 +34,201 | +897% | +$505K | |||
| $561K | ﹤0.01% | 123,733 +77,990 | +171% | +$353K | |||
| $560K | ﹤0.01% | 45,721 +29,688 | +185% | +$364K | |||
| $559K | ﹤0.01% | 292,851 +193,959 | +196% | +$370K | |||
| $559K | ﹤0.01% | 22,160 -10,430 | -32% | -$263K | |||
| $558K | ﹤0.01% | 13,865 -11,495 | -45% | -$463K | |||
| $558K | ﹤0.01% | 579,760 +397,972 | +219% | +$383K | |||
| $557K | ﹤0.01% | 1,173,415 +243,582 | +26% | +$116K | |||
| $554K | ﹤0.01% | 6,167 -2,755 | -31% | -$248K | |||
| $554K | ﹤0.01% | 36,317 -16,883 | -32% | -$257K | |||
| $550K | ﹤0.01% | 113,453 +69,673 | +159% | +$338K | |||
| $550K | ﹤0.01% | 7,973 +3,528 | +79% | +$243K | |||
| $550K | ﹤0.01% | 47,091 +13,203 | +39% | +$154K | |||
| $549K | ﹤0.01% | 442,993 -87,786 | -17% | -$109K | |||
| $549K | ﹤0.01% | 76,248 +30,986 | +68% | +$223K | |||
| $548K | ﹤0.01% | 48,939 -71,946 | -60% | -$806K | |||
| $548K | ﹤0.01% | 22,600 +11,983 | +113% | +$290K | |||
| $547K | ﹤0.01% | 45,630 +7,443 | +19% | +$89.2K | |||
| $546K | ﹤0.01% | 11,062 -2,889 | -21% | -$143K | |||
| $545K | ﹤0.01% | 280,979 -97,435 | -26% | -$189K |
