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 | |
|---|---|---|---|---|---|---|---|
| $342K | ﹤0.01% | 43,284 -82,976 | -66% | -$656K | |||
| $342K | ﹤0.01% | 412,462 -42,924 | -9% | -$35.6K | |||
| $342K | ﹤0.01% | 126,266 +103,041 | +444% | +$279K | |||
| $342K | ﹤0.01% | 6,551 -214 | -3% | -$11.2K | |||
| $341K | ﹤0.01% | 12,916 -14,595 | -53% | -$386K | |||
| $341K | ﹤0.01% | 26,762 -19,650 | -42% | -$250K | |||
| $340K | ﹤0.01% | 11,550 +1,726 | +18% | +$50.9K | |||
| $340K | ﹤0.01% | +6,718 | New | +$340K | |||
| $340K | ﹤0.01% | 6,268 +3,510 | +127% | +$191K | |||
| $340K | ﹤0.01% | 6,310 +202 | +3% | +$10.9K | |||
| $340K | ﹤0.01% | 158,655 +7,786 | +5% | +$16.7K | |||
| $339K | ﹤0.01% | 20,479 +14,184 | +225% | +$235K | |||
| $339K | ﹤0.01% | 10,695 +4,957 | +86% | +$157K | |||
| $338K | ﹤0.01% | 33,279 | – | – | |||
| $338K | ﹤0.01% | 16,219 -1,061 | -6% | -$22.1K | |||
| $338K | ﹤0.01% | 384,205 +268,889 | +233% | +$236K | |||
| $337K | ﹤0.01% | 17,784 +9,291 | +109% | +$176K | |||
| $337K | ﹤0.01% | 34,374 +2,879 | +9% | +$28.2K | |||
| $337K | ﹤0.01% | 11,100 +5,074 | +84% | +$154K | |||
| $336K | ﹤0.01% | 26,183 -2,317 | -8% | -$29.8K | |||
| $336K | ﹤0.01% | 10,181 +3,562 | +54% | +$118K | |||
| $335K | ﹤0.01% | 91,449 +34,512 | +61% | +$126K | |||
| $335K | ﹤0.01% | 19,942 +10,783 | +118% | +$181K | |||
| $334K | ﹤0.01% | 403,353 +403,279 | +544,972% | +$334K | |||
| $334K | ﹤0.01% | 31,518 +31,278 | +13,033% | +$331K |
