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 | |
|---|---|---|---|---|---|---|---|
| $432K | ﹤0.01% | 23,627 +7,634 | +48% | +$140K | |||
| $432K | ﹤0.01% | 31,208 -31,930 | -51% | -$442K | |||
| $432K | ﹤0.01% | 7,584 -28,015 | -79% | -$1.59M | |||
| $431K | ﹤0.01% | +7,475 | New | +$431K | |||
| $430K | ﹤0.01% | 143,893 -18,194 | -11% | -$54.4K | |||
| $430K | ﹤0.01% | 173,187 +99,580 | +135% | +$247K | |||
| $429K | ﹤0.01% | +42,174 | New | +$429K | |||
| $428K | ﹤0.01% | 218,538 -85,401 | -28% | -$167K | |||
| $428K | ﹤0.01% | 16,449 | – | – | |||
| $425K | ﹤0.01% | 195,089 +109,638 | +128% | +$239K | |||
| $425K | ﹤0.01% | 174,151 -117,834 | -40% | -$288K | |||
| $424K | ﹤0.01% | 14,868 +4,694 | +46% | +$134K | |||
| $424K | ﹤0.01% | 11,393 +4,451 | +64% | +$165K | |||
| $423K | ﹤0.01% | 25,669 -261,218 | -91% | -$4.3M | |||
| $422K | ﹤0.01% | 5,880 +3,956 | +206% | +$284K | |||
| $422K | ﹤0.01% | 11,078 -821 | -7% | -$31.3K | |||
| $421K | ﹤0.01% | 30,169 -65,778 | -69% | -$919K | |||
| $421K | ﹤0.01% | 43,974 -35,500 | -45% | -$340K | |||
| $421K | ﹤0.01% | 110,453 +100,695 | +1,032% | +$384K | |||
| $420K | ﹤0.01% | 574,531 +205,580 | +56% | +$150K | |||
| $419K | ﹤0.01% | 543,233 +77,196 | +17% | +$59.5K | |||
| $418K | ﹤0.01% | 83,724 -15,227 | -15% | -$76K | |||
| $417K | ﹤0.01% | 18,491 +4,331 | +31% | +$97.7K | |||
| $416K | ﹤0.01% | 26,480 +12,248 | +86% | +$193K | |||
| $416K | ﹤0.01% | 82,167 -104,927 | -56% | -$531K |
