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 | |
|---|---|---|---|---|---|---|---|
| $545K | ﹤0.01% | 80,507 +24,375 | +43% | +$165K | |||
| $545K | ﹤0.01% | 5,474 +1,677 | +44% | +$167K | |||
| $543K | ﹤0.01% | 20,096 +1,566 | +8% | +$42.3K | |||
| $542K | ﹤0.01% | 320,747 -191,108 | -37% | -$323K | |||
| $540K | ﹤0.01% | 11,316 +1,234 | +12% | +$58.9K | |||
| $539K | ﹤0.01% | 42,084 +4,675 | +13% | +$59.9K | |||
| $539K | ﹤0.01% | 87,474 -42,470 | -33% | -$262K | |||
| $537K | ﹤0.01% | 18,365 -1,934 | -10% | -$56.6K | |||
| $537K | ﹤0.01% | 180,106 -158,821 | -47% | -$473K | |||
| $536K | ﹤0.01% | 85,158 +53,348 | +168% | +$336K | |||
| $534K | ﹤0.01% | 62,767 -187,138 | -75% | -$1.59M | |||
| $532K | ﹤0.01% | 11,570 +4,054 | +54% | +$187K | |||
| $531K | ﹤0.01% | 435,382 -280,705 | -39% | -$342K | |||
| $531K | ﹤0.01% | 23,139 -774 | -3% | -$17.8K | |||
| $531K | ﹤0.01% | 17,072 +14,733 | +630% | +$458K | |||
| $530K | ﹤0.01% | 9,825 -3,317 | -25% | -$179K | |||
| $529K | ﹤0.01% | 357,750 -89,562 | -20% | -$133K | |||
| $529K | ﹤0.01% | 146,214 -794,944 | -84% | -$2.88M | |||
| $529K | ﹤0.01% | 12,063 +10,696 | +782% | +$469K | |||
| $528K | ﹤0.01% | 14,072 -12,081 | -46% | -$453K | |||
| $527K | ﹤0.01% | 20,430 -6,475 | -24% | -$167K | |||
| $527K | ﹤0.01% | 9,621 +1,648 | +21% | +$90.2K | |||
| $526K | ﹤0.01% | 13,963 -12,271 | -47% | -$462K | |||
| $524K | ﹤0.01% | 139,730 -9,755 | -7% | -$36.6K | |||
| $524K | ﹤0.01% | 48,414 -67,003 | -58% | -$725K |
