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 | 22.13% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.2% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.3% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $389K | ﹤0.01% | 67,919 +67,702 | +31,199% | +$388K | |||
| $389K | ﹤0.01% | 42,603 -4,980 | -10% | -$45.4K | |||
| $388K | ﹤0.01% | 84,979 -56,366 | -40% | -$258K | |||
| $388K | ﹤0.01% | 16,967 -3,675 | -18% | -$84K | |||
| $388K | ﹤0.01% | 35,160 +28,220 | +407% | +$311K | |||
| $388K | ﹤0.01% | 17,627 +6,522 | +59% | +$143K | |||
| $387K | ﹤0.01% | 70,782 +3,586 | +5% | +$19.6K | |||
| $387K | ﹤0.01% | 6,489 +3,703 | +133% | +$221K | |||
| $387K | ﹤0.01% | 198,452 +155,197 | +359% | +$303K | |||
| $387K | ﹤0.01% | 8,647 +8,471 | +4,813% | +$379K | |||
| $386K | ﹤0.01% | 124,275 -10,119 | -8% | -$31.5K | |||
| $386K | ﹤0.01% | +12,309 | New | +$386K | |||
| $385K | ﹤0.01% | 233,506 +223,006 | +2,124% | +$368K | |||
| $385K | ﹤0.01% | 312,742 +92,470 | +42% | +$114K | |||
| $385K | ﹤0.01% | 7,922 -33,134 | -81% | -$1.61M | |||
| $384K | ﹤0.01% | 32,651 +2,151 | +7% | +$25.3K | |||
| $382K | ﹤0.01% | 64,365 -8,492 | -12% | -$50.4K | |||
| $382K | ﹤0.01% | 4,253 -467 | -10% | -$41.9K | |||
| $381K | ﹤0.01% | 16,389 +3,335 | +26% | +$77.5K | |||
| $380K | ﹤0.01% | 37,332 +24 | +0.1% | +$245 | |||
| $379K | ﹤0.01% | 3,290 -3,840 | -54% | -$443K | |||
| $379K | ﹤0.01% | 400,732 -1,694,608 | -81% | -$1.6M | |||
| $379K | ﹤0.01% | 59,565 -12,335 | -17% | -$78.5K | |||
| $379K | ﹤0.01% | 10,187 +809 | +9% | +$30.1K | |||
| $379K | ﹤0.01% | 5,662 +327 | +6% | +$21.9K |
