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 | |
|---|---|---|---|---|---|---|---|
| $333K | ﹤0.01% | 13,826 -9,413 | -41% | -$226K | |||
| $332K | ﹤0.01% | 27,827 +104 | +0.4% | +$1.24K | |||
| $332K | ﹤0.01% | +9,888 | New | +$332K | |||
| $332K | ﹤0.01% | 227,174 -816,466 | -78% | -$1.19M | |||
| $331K | ﹤0.01% | 14,242 +10,397 | +270% | +$242K | |||
| $330K | ﹤0.01% | 10,084 -56,208 | -85% | -$1.84M | |||
| $330K | ﹤0.01% | 77,799 -45,291 | -37% | -$192K | |||
| $330K | ﹤0.01% | 69,844 -17,742 | -20% | -$83.7K | |||
| $329K | ﹤0.01% | 102,890 +20,111 | +24% | +$64.4K | |||
| $329K | ﹤0.01% | 35,199 +6,596 | +23% | +$61.6K | |||
| $328K | ﹤0.01% | 28,709 +2,172 | +8% | +$24.8K | |||
| $327K | ﹤0.01% | 6,475 -26 | -0.4% | -$1.32K | |||
| $327K | ﹤0.01% | 66,145 -14,717 | -18% | -$72.7K | |||
| $326K | ﹤0.01% | 24,659 -483 | -2% | -$6.39K | |||
| $326K | ﹤0.01% | 79,110 +25,334 | +47% | +$104K | |||
| $326K | ﹤0.01% | 9,326 +404 | +5% | +$14.1K | |||
| $326K | ﹤0.01% | 18,124 +4,980 | +38% | +$89.4K | |||
| $325K | ﹤0.01% | 239,288 +227,622 | +1,951% | +$310K | |||
| $325K | ﹤0.01% | 39,051 -7,275 | -16% | -$60.5K | |||
| $324K | ﹤0.01% | +5,946 | New | +$324K | |||
| $323K | ﹤0.01% | 10,127 +646 | +7% | +$20.6K | |||
| $322K | ﹤0.01% | 28,284 +7,895 | +39% | +$90K | |||
| $322K | ﹤0.01% | 9,869 +8,458 | +599% | +$276K | |||
| $321K | ﹤0.01% | 14,698 +608 | +4% | +$13.3K | |||
| $321K | ﹤0.01% | 93,910 -32,691 | -26% | -$112K |
