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 | |
|---|---|---|---|---|---|---|---|
| $461K | ﹤0.01% | 10,463 +4,531 | +76% | +$200K | |||
| $460K | ﹤0.01% | 5,800 -13,241 | -70% | -$1.05M | |||
| $460K | ﹤0.01% | 9,954 +6,855 | +221% | +$317K | |||
| $460K | ﹤0.01% | 48,320 -13,127 | -21% | -$125K | |||
| $459K | ﹤0.01% | 155,737 -20,011 | -11% | -$59K | |||
| $459K | ﹤0.01% | 38,603 -52,626 | -58% | -$626K | |||
| $459K | ﹤0.01% | 65,700 -4,344 | -6% | -$30.4K | |||
| $458K | ﹤0.01% | 1,689,368 +854,039 | +102% | +$231K | |||
| $457K | ﹤0.01% | 852,308 +219,480 | +35% | +$118K | |||
| $455K | ﹤0.01% | 6,752 +2,067 | +44% | +$139K | |||
| $455K | ﹤0.01% | 13,196 +4,252 | +48% | +$147K | |||
| $453K | ﹤0.01% | 377,871 -29,117 | -7% | -$34.9K | |||
| $453K | ﹤0.01% | 45,054 +5,609 | +14% | +$56.4K | |||
| $452K | ﹤0.01% | 56,597 -73,636 | -57% | -$588K | |||
| $452K | ﹤0.01% | 1,547 -734 | -32% | -$214K | |||
| $452K | ﹤0.01% | +38,696 | New | +$452K | |||
| $452K | ﹤0.01% | 15,009 +1,141 | +8% | +$34.4K | |||
| $451K | ﹤0.01% | 30,838 -3,272 | -10% | -$47.9K | |||
| $451K | ﹤0.01% | 12,512 +12,293 | +5,613% | +$444K | |||
| $451K | ﹤0.01% | 142,801 +140,922 | +7,500% | +$445K | |||
| $451K | ﹤0.01% | 13,833 -4,611 | -25% | -$150K | |||
| $449K | ﹤0.01% | 72,494 +18,710 | +35% | +$116K | |||
| $449K | ﹤0.01% | 20,558 -1,089 | -5% | -$23.8K | |||
| $447K | ﹤0.01% | 184,845 -133,701 | -42% | -$324K | |||
| $447K | ﹤0.01% | 9,494 -1,622 | -15% | -$76.4K |
