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 | |
|---|---|---|---|---|---|---|---|
| $476K | ﹤0.01% | 48,764 -27,813 | -36% | -$272K | |||
| $476K | ﹤0.01% | 245,548 -85,135 | -26% | -$165K | |||
| $476K | ﹤0.01% | 42,517 -39,114 | -48% | -$438K | |||
| $475K | ﹤0.01% | 72,899 +10,108 | +16% | +$65.9K | |||
| $475K | ﹤0.01% | 161,056 +95,657 | +146% | +$282K | |||
| $475K | ﹤0.01% | 12,834 -2,098 | -14% | -$77.6K | |||
| $475K | ﹤0.01% | 14,052 +4,813 | +52% | +$163K | |||
| $474K | ﹤0.01% | 382,482 +257 | +0.1% | +$319 | |||
| $473K | ﹤0.01% | 8,384 -8,465 | -50% | -$478K | |||
| $472K | ﹤0.01% | 16,144 -4,749 | -23% | -$139K | |||
| $472K | ﹤0.01% | 31,596 -42,617 | -57% | -$636K | |||
| $471K | ﹤0.01% | 636,623 +636,465 | +402,826% | +$471K | |||
| $470K | ﹤0.01% | 8,839 -1,598 | -15% | -$85K | |||
| $469K | ﹤0.01% | 14,467 -10,289 | -42% | -$333K | |||
| $468K | ﹤0.01% | 69,235 -46,495 | -40% | -$314K | |||
| $467K | ﹤0.01% | +17,503 | New | +$467K | |||
| $467K | ﹤0.01% | 39,750 +700 | +2% | +$8.23K | |||
| $467K | ﹤0.01% | +9,476 | New | +$467K | |||
| $466K | ﹤0.01% | 2,688 -20,542 | -88% | -$3.56M | |||
| $466K | ﹤0.01% | 98,305 +12,737 | +15% | +$60.4K | |||
| $464K | ﹤0.01% | 16,100 +10,189 | +172% | +$294K | |||
| $464K | ﹤0.01% | 960,427 +492,461 | +105% | +$238K | |||
| $464K | ﹤0.01% | 53,626 +26,062 | +95% | +$225K | |||
| $462K | ﹤0.01% | 22,970 -9,177 | -29% | -$185K | |||
| $462K | ﹤0.01% | 16,662 +8,052 | +94% | +$223K |
