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 | |
|---|---|---|---|---|---|---|---|
| $524K | ﹤0.01% | 33,990 +24,441 | +256% | +$377K | |||
| $523K | ﹤0.01% | 40,053 -10,023 | -20% | -$131K | |||
| $523K | ﹤0.01% | 58,392 +49,458 | +554% | +$443K | |||
| $523K | ﹤0.01% | 24,328 -9,242 | -28% | -$199K | |||
| $523K | ﹤0.01% | 13,161 -1,460 | -10% | -$58K | |||
| $523K | ﹤0.01% | 24,699 -155,468 | -86% | -$3.29M | |||
| $523K | ﹤0.01% | 50,977 -623 | -1% | -$6.39K | |||
| $521K | ﹤0.01% | 15,722 +3,498 | +29% | +$116K | |||
| $520K | ﹤0.01% | 86,910 -78,575 | -47% | -$470K | |||
| $519K | ﹤0.01% | 21,623 +9,002 | +71% | +$216K | |||
| $519K | ﹤0.01% | 163,592 -293,900 | -64% | -$932K | |||
| $519K | ﹤0.01% | 25,481 -46,870 | -65% | -$954K | |||
| $518K | ﹤0.01% | 49,317 +46,401 | +1,591% | +$488K | |||
| $518K | ﹤0.01% | 88,144 +13,846 | +19% | +$81.4K | |||
| $518K | ﹤0.01% | 214,046 +118,638 | +124% | +$287K | |||
| $517K | ﹤0.01% | 290,425 -131 | -0.1% | -$233 | |||
| $516K | ﹤0.01% | 157,441 +140,605 | +835% | +$461K | |||
| $516K | ﹤0.01% | 5,184 +65 | +1% | +$6.47K | |||
| $515K | ﹤0.01% | 11,885 -28 | -0.2% | -$1.21K | |||
| $513K | ﹤0.01% | 58,822 +37,294 | +173% | +$325K | |||
| $513K | ﹤0.01% | 34,657 -34,379 | -50% | -$509K | |||
| $513K | ﹤0.01% | 41,338 -7,167 | -15% | -$88.9K | |||
| $513K | ﹤0.01% | 60,800 -13,858 | -19% | -$117K | |||
| $512K | ﹤0.01% | 26,872 -316,098 | -92% | -$6.02M | |||
| $511K | ﹤0.01% | 4,522 +3,642 | +414% | +$412K |
