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 | |
|---|---|---|---|---|---|---|---|
| $354K | ﹤0.01% | 8,460 -17,637 | -68% | -$738K | |||
| $354K | ﹤0.01% | 4,892 +1,160 | +31% | +$83.9K | |||
| $353K | ﹤0.01% | 38,590 +13,649 | +55% | +$125K | |||
| $353K | ﹤0.01% | 14,424 -4,459 | -24% | -$109K | |||
| $353K | ﹤0.01% | 30,967 +3,468 | +13% | +$39.6K | |||
| $352K | ﹤0.01% | 109,326 +66,985 | +158% | +$216K | |||
| $352K | ﹤0.01% | 14,188 +13,212 | +1,354% | +$328K | |||
| $352K | ﹤0.01% | 792,206 +768,641 | +3,262% | +$341K | |||
| $351K | ﹤0.01% | +31,486 | New | +$351K | |||
| $351K | ﹤0.01% | 22,678 +17,058 | +304% | +$264K | |||
| $350K | ﹤0.01% | 14,331 -1,081 | -7% | -$26.4K | |||
| $350K | ﹤0.01% | 6,600 -8,159 | -55% | -$432K | |||
| $350K | ﹤0.01% | 2,432 -862 | -26% | -$124K | |||
| $347K | ﹤0.01% | 33,690 -22,056 | -40% | -$227K | |||
| $347K | ﹤0.01% | 37,582 +3,681 | +11% | +$34K | |||
| $346K | ﹤0.01% | 48,343 +20,382 | +73% | +$146K | |||
| $345K | ﹤0.01% | 6,557 -4,764 | -42% | -$251K | |||
| $345K | ﹤0.01% | 91,603 +65,989 | +258% | +$249K | |||
| $345K | ﹤0.01% | 9,888 +8,769 | +784% | +$306K | |||
| $345K | ﹤0.01% | 9,851 +139 | +1% | +$4.87K | |||
| $344K | ﹤0.01% | +117,162 | New | +$344K | |||
| $344K | ﹤0.01% | 190,085 -355,730 | -65% | -$644K | |||
| $343K | ﹤0.01% | 7,871 -156 | -2% | -$6.81K | |||
| $343K | ﹤0.01% | 7,299 -1,953 | -21% | -$91.8K | |||
| $343K | ﹤0.01% | +67,244 | New | +$343K |
