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 | |
|---|---|---|---|---|---|---|---|
| $405K | ﹤0.01% | 17,090 -34,875 | -67% | -$826K | |||
| $404K | ﹤0.01% | 9,689 -3,680 | -28% | -$153K | |||
| $403K | ﹤0.01% | 12,741 -3,796 | -23% | -$120K | |||
| $403K | ﹤0.01% | 11,013 -4,622 | -30% | -$169K | |||
| $401K | ﹤0.01% | 62,416 -13,062 | -17% | -$83.9K | |||
| $400K | ﹤0.01% | 143,871 -395,834 | -73% | -$1.1M | |||
| $399K | ﹤0.01% | 2,902 +2,889 | +22,223% | +$398K | |||
| $399K | ﹤0.01% | 3,823 -283 | -7% | -$29.6K | |||
| $399K | ﹤0.01% | 38,650 +14,521 | +60% | +$150K | |||
| $399K | ﹤0.01% | 13,447 +13,131 | +4,155% | +$389K | |||
| $398K | ﹤0.01% | 92,399 -55,801 | -38% | -$241K | |||
| $398K | ﹤0.01% | 17,374 +938 | +6% | +$21.5K | |||
| $397K | ﹤0.01% | 834,653 -309,341 | -27% | -$147K | |||
| $396K | ﹤0.01% | 121,608 +121,503 | +115,717% | +$396K | |||
| $396K | ﹤0.01% | 4,812 | – | – | |||
| $396K | ﹤0.01% | 31,495 +22,473 | +249% | +$282K | |||
| $395K | ﹤0.01% | 8,371 -196 | -2% | -$9.24K | |||
| $394K | ﹤0.01% | 10,186 +2,064 | +25% | +$79.8K | |||
| $394K | ﹤0.01% | 109,424 +45,856 | +72% | +$165K | |||
| $393K | ﹤0.01% | 39,532 +3,958 | +11% | +$39.3K | |||
| $392K | ﹤0.01% | 12,032 +4,529 | +60% | +$148K | |||
| $391K | ﹤0.01% | 5,833 -126 | -2% | -$8.45K | |||
| $390K | ﹤0.01% | 276,885 -8,285 | -3% | -$11.7K | |||
| $390K | ﹤0.01% | 55,442 +23,314 | +73% | +$164K | |||
| $390K | ﹤0.01% | 40,439 -79,516 | -66% | -$767K |
