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 | |
|---|---|---|---|---|---|---|---|
| $510K | ﹤0.01% | 10,088 +931 | +10% | +$47.1K | |||
| $509K | ﹤0.01% | 10,154 +4,553 | +81% | +$228K | |||
| $509K | ﹤0.01% | 11,856 +2,258 | +24% | +$96.9K | |||
| $508K | ﹤0.01% | 231,962 -1,482,541 | -86% | -$3.25M | |||
| $507K | ﹤0.01% | 12,278 +9,088 | +285% | +$375K | |||
| $506K | ﹤0.01% | 278,213 +143,310 | +106% | +$261K | |||
| $506K | ﹤0.01% | 356,395 -155,912 | -30% | -$221K | |||
| $506K | ﹤0.01% | 41,536 +14,589 | +54% | +$178K | |||
| $506K | ﹤0.01% | 43,193 -151,195 | -78% | -$1.77M | |||
| $506K | ﹤0.01% | 23,845 +6,405 | +37% | +$136K | |||
| $505K | ﹤0.01% | 18,376 -12,424 | -40% | -$341K | |||
| $502K | ﹤0.01% | 37,867 -34,374 | -48% | -$456K | |||
| $502K | ﹤0.01% | 10,014 +4,403 | +78% | +$221K | |||
| $501K | ﹤0.01% | 13,117 +12,938 | +7,228% | +$494K | |||
| $501K | ﹤0.01% | 15,573 -57,813 | -79% | -$1.86M | |||
| $499K | ﹤0.01% | 17,859 +433 | +2% | +$12.1K | |||
| $499K | ﹤0.01% | 20,355 +11,473 | +129% | +$281K | |||
| $498K | ﹤0.01% | 41,695 +22,663 | +119% | +$271K | |||
| $497K | ﹤0.01% | 79,843 -1,524,676 | -95% | -$9.5M | |||
| $496K | ﹤0.01% | 60,762 +15,312 | +34% | +$125K | |||
| $494K | ﹤0.01% | 216,611 +32,354 | +18% | +$73.8K | |||
| $493K | ﹤0.01% | 16,602 +543 | +3% | +$16.1K | |||
| $493K | ﹤0.01% | 85,079 +34,996 | +70% | +$203K | |||
| $492K | ﹤0.01% | 13,915 +4,344 | +45% | +$154K | |||
| $491K | ﹤0.01% | 10,377 -5,556 | -35% | -$263K |
