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 | |
|---|---|---|---|---|---|---|---|
| $361K | ﹤0.01% | 165,718 -37,569 | -18% | -$81.9K | |||
| $361K | ﹤0.01% | 17,416 -30,635 | -64% | -$634K | |||
| $361K | ﹤0.01% | 17,151 -3,406 | -17% | -$71.6K | |||
| $361K | ﹤0.01% | 3,700 -997 | -21% | -$97.2K | |||
| $360K | ﹤0.01% | 11,336 +261 | +2% | +$8.28K | |||
| $360K | ﹤0.01% | 88,361 +10,116 | +13% | +$41.2K | |||
| $360K | ﹤0.01% | 344,087 +247,685 | +257% | +$259K | |||
| $359K | ﹤0.01% | 68,974 -140,836 | -67% | -$734K | |||
| $359K | ﹤0.01% | 89,714 +53,320 | +147% | +$213K | |||
| $358K | ﹤0.01% | 22,071 +6,740 | +44% | +$109K | |||
| $358K | ﹤0.01% | 26,921 -9,961 | -27% | -$133K | |||
| $358K | ﹤0.01% | 34,054 -22,998 | -40% | -$242K | |||
| $358K | ﹤0.01% | 85,500 +9,000 | +12% | +$37.7K | |||
| $358K | ﹤0.01% | 6,962 -492 | -7% | -$25.3K | |||
| $358K | ﹤0.01% | 96,519 -139,926 | -59% | -$519K | |||
| $358K | ﹤0.01% | 215,505 -24,951 | -10% | -$41.4K | |||
| $358K | ﹤0.01% | 87,450 +87,373 | +113,471% | +$357K | |||
| $357K | ﹤0.01% | 13,118 +8,212 | +167% | +$223K | |||
| $357K | ﹤0.01% | 64,832 +33,506 | +107% | +$184K | |||
| $356K | ﹤0.01% | 11,601 +10,637 | +1,103% | +$326K | |||
| $356K | ﹤0.01% | 70,140 +44,225 | +171% | +$224K | |||
| $355K | ﹤0.01% | 14,393 -10,688 | -43% | -$263K | |||
| $355K | ﹤0.01% | 215,530 +44,014 | +26% | +$72.4K | |||
| $354K | ﹤0.01% | 167,865 +115,621 | +221% | +$244K | |||
| $354K | ﹤0.01% | +13,581 | New | +$354K |
