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 | |
|---|---|---|---|---|---|---|---|
| $378K | ﹤0.01% | 17,448 -2,708 | -13% | -$58.7K | |||
| $377K | ﹤0.01% | 31,319 -796 | -2% | -$9.58K | |||
| $376K | ﹤0.01% | 152,052 +40,409 | +36% | +$99.8K | |||
| $375K | ﹤0.01% | 9,058 +8,483 | +1,475% | +$352K | |||
| $375K | ﹤0.01% | 12,841 +5,287 | +70% | +$154K | |||
| $374K | ﹤0.01% | +8,341 | New | +$374K | |||
| $374K | ﹤0.01% | 101,909 +36,028 | +55% | +$132K | |||
| $374K | ﹤0.01% | 8,363 +6,513 | +352% | +$291K | |||
| $373K | ﹤0.01% | 825,758 +266,552 | +48% | +$120K | |||
| $373K | ﹤0.01% | 15,687 +2,770 | +21% | +$65.8K | |||
| $370K | ﹤0.01% | 97,108 -121,413 | -56% | -$463K | |||
| $370K | ﹤0.01% | +17,455 | New | +$370K | |||
| $368K | ﹤0.01% | 60,664 -183,815 | -75% | -$1.12M | |||
| $368K | ﹤0.01% | 11,943 +11,561 | +3,026% | +$356K | |||
| $368K | ﹤0.01% | 20,591 -15,908 | -44% | -$284K | |||
| $367K | ﹤0.01% | 27,445 +6,251 | +29% | +$83.7K | |||
| $366K | ﹤0.01% | 15,985 -3,463 | -18% | -$79.3K | |||
| $365K | ﹤0.01% | 24,337 -4,516 | -16% | -$67.8K | |||
| $364K | ﹤0.01% | 6,800 +6,092 | +860% | +$326K | |||
| $364K | ﹤0.01% | 116,397 -219,913 | -65% | -$688K | |||
| $364K | ﹤0.01% | 10,200 +5,949 | +140% | +$212K | |||
| $363K | ﹤0.01% | 48,038 +1,890 | +4% | +$14.3K | |||
| $363K | ﹤0.01% | 148,095 +64,250 | +77% | +$157K | |||
| $362K | ﹤0.01% | 46,765 +41,174 | +736% | +$319K | |||
| $362K | ﹤0.01% | 22,827 +10,712 | +88% | +$170K |
