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 | |
|---|---|---|---|---|---|---|---|
| $491K | ﹤0.01% | 30,461 -1,395 | -4% | -$22.5K | |||
| $491K | ﹤0.01% | 18,922 +16,622 | +723% | +$431K | |||
| $491K | ﹤0.01% | 11,451 +5,843 | +104% | +$250K | |||
| $490K | ﹤0.01% | 3,371 +1,378 | +69% | +$200K | |||
| $490K | ﹤0.01% | 7,200 -192,336 | -96% | -$13.1M | |||
| $490K | ﹤0.01% | 8,404 +3,945 | +88% | +$230K | |||
| $489K | ﹤0.01% | 31,806 +6,069 | +24% | +$93.3K | |||
| $489K | ﹤0.01% | 51,271 +22,789 | +80% | +$217K | |||
| $488K | ﹤0.01% | 108,241 +16,727 | +18% | +$75.4K | |||
| $488K | ﹤0.01% | 20,186 | – | – | |||
| $487K | ﹤0.01% | 87,667 -652,332 | -88% | -$3.62M | |||
| $486K | ﹤0.01% | 135,865 -5,986 | -4% | -$21.4K | |||
| $486K | ﹤0.01% | 33,808 -2,706 | -7% | -$38.9K | |||
| $485K | ﹤0.01% | +15,606 | New | +$485K | |||
| $482K | ﹤0.01% | 195,327 +77,647 | +66% | +$192K | |||
| $482K | ﹤0.01% | 99,437 +80,214 | +417% | +$389K | |||
| $481K | ﹤0.01% | 24,506 -157,409 | -87% | -$3.09M | |||
| $481K | ﹤0.01% | 20,114 +2,244 | +13% | +$53.7K | |||
| $479K | ﹤0.01% | 39,890 +15,956 | +67% | +$191K | |||
| $478K | ﹤0.01% | 31,469 +4,574 | +17% | +$69.5K | |||
| $478K | ﹤0.01% | 52,337 +49,037 | +1,486% | +$448K | |||
| $478K | ﹤0.01% | 44,593 +26,465 | +146% | +$283K | |||
| $477K | ﹤0.01% | 650,704 -2,455,852 | -79% | -$1.8M | |||
| $477K | ﹤0.01% | 16,882 -28,006 | -62% | -$791K | |||
| $477K | ﹤0.01% | 129,152 +65,839 | +104% | +$243K |
