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 | |
|---|---|---|---|---|---|---|---|
| $447K | ﹤0.01% | 15,628 +5,654 | +57% | +$162K | |||
| $447K | ﹤0.01% | 15,125 +3,408 | +29% | +$101K | |||
| $446K | ﹤0.01% | 247,663 +10,787 | +5% | +$19.4K | |||
| $446K | ﹤0.01% | 35,377 +23,910 | +209% | +$301K | |||
| $445K | ﹤0.01% | 10,962 +3,035 | +38% | +$123K | |||
| $443K | ﹤0.01% | 297,487 -204,777 | -41% | -$305K | |||
| $443K | ﹤0.01% | 46,268 -18 | -0% | -$172 | |||
| $443K | ﹤0.01% | 9,965 +3,559 | +56% | +$158K | |||
| $442K | ﹤0.01% | 53,693 -17,415 | -24% | -$144K | |||
| $442K | ﹤0.01% | 20,435 +3,798 | +23% | +$82.2K | |||
| $442K | ﹤0.01% | +55,131 | New | +$442K | |||
| $442K | ﹤0.01% | 44,288 +18,028 | +69% | +$180K | |||
| $441K | ﹤0.01% | 17,629 -112,065 | -86% | -$2.8M | |||
| $440K | ﹤0.01% | 61,726 +24,603 | +66% | +$175K | |||
| $440K | ﹤0.01% | 45,906 +39,898 | +664% | +$382K | |||
| $439K | ﹤0.01% | 146,530 +58,598 | +67% | +$176K | |||
| $438K | ﹤0.01% | +8,637 | New | +$438K | |||
| $437K | ﹤0.01% | 22,572 -219,382 | -91% | -$4.25M | |||
| $437K | ﹤0.01% | 11,650 +1,412 | +14% | +$53K | |||
| $436K | ﹤0.01% | +43,600 | New | +$436K | |||
| $436K | ﹤0.01% | 396,096 -748 | -0.2% | -$823 | |||
| $435K | ﹤0.01% | 12,315 -3,297 | -21% | -$116K | |||
| $434K | ﹤0.01% | 16,155 -1,068 | -6% | -$28.7K | |||
| $432K | ﹤0.01% | 13,230 -11,945 | -47% | -$390K | |||
| $432K | ﹤0.01% | 11,675 +9,002 | +337% | +$333K |
