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 | |
|---|---|---|---|---|---|---|---|
| $414K | ﹤0.01% | +18,668 | New | +$414K | |||
| $414K | ﹤0.01% | 7,979 +2,700 | +51% | +$140K | |||
| $414K | ﹤0.01% | 61,660 +558 | +0.9% | +$3.75K | |||
| $414K | ﹤0.01% | 19,963 +3,450 | +21% | +$71.6K | |||
| $414K | ﹤0.01% | +15,631 | New | +$414K | |||
| $414K | ﹤0.01% | 13,268 +2,684 | +25% | +$83.7K | |||
| $412K | ﹤0.01% | 114,865 -31,792 | -22% | -$114K | |||
| $412K | ﹤0.01% | 190,598 +148,660 | +354% | +$321K | |||
| $412K | ﹤0.01% | 340,191 -88,665 | -21% | -$107K | |||
| $412K | ﹤0.01% | 156,484 +12,276 | +9% | +$32.3K | |||
| $411K | ﹤0.01% | 51,020 +34,796 | +214% | +$280K | |||
| $411K | ﹤0.01% | 213,029 +156,411 | +276% | +$302K | |||
| $411K | ﹤0.01% | 107,253 +12,783 | +14% | +$49K | |||
| $411K | ﹤0.01% | 8,758 -2,708 | -24% | -$127K | |||
| $410K | ﹤0.01% | 51,686 -2,479 | -5% | -$19.7K | |||
| $409K | ﹤0.01% | +13,948 | New | +$409K | |||
| $409K | ﹤0.01% | 58,022 -320 | -0.6% | -$2.25K | |||
| $408K | ﹤0.01% | 5,902 -651 | -10% | -$45K | |||
| $408K | ﹤0.01% | 15,155 -5,942 | -28% | -$160K | |||
| $407K | ﹤0.01% | 102,850 -2,383 | -2% | -$9.44K | |||
| $406K | ﹤0.01% | 199,679 -8,188 | -4% | -$16.7K | |||
| $406K | ﹤0.01% | 16,110 +11,277 | +233% | +$284K | |||
| $406K | ﹤0.01% | 13,236 +11,920 | +906% | +$365K | |||
| $406K | ﹤0.01% | +8,232 | New | +$406K | |||
| $405K | ﹤0.01% | 368,575 +298,995 | +430% | +$329K |
