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 | |
|---|---|---|---|---|---|---|---|
| $321K | ﹤0.01% | 4,286 -1,016 | -19% | -$76.1K | |||
| $321K | ﹤0.01% | 102,757 -158,040 | -61% | -$493K | |||
| $321K | ﹤0.01% | +31,120 | New | +$321K | |||
| $320K | ﹤0.01% | 95,247 +80,122 | +530% | +$269K | |||
| $319K | ﹤0.01% | 8,865 +304 | +4% | +$11K | |||
| $319K | ﹤0.01% | 22,884 +11,178 | +95% | +$156K | |||
| $319K | ﹤0.01% | 66,390 +63,880 | +2,545% | +$307K | |||
| $317K | ﹤0.01% | 61,647 +32,908 | +115% | +$169K | |||
| $317K | ﹤0.01% | 28,986 -14,695 | -34% | -$161K | |||
| $316K | ﹤0.01% | 26,219 -37,161 | -59% | -$449K | |||
| $316K | ﹤0.01% | 30,395 +14,633 | +93% | +$152K | |||
| $315K | ﹤0.01% | 51,852 -8,486 | -14% | -$51.6K | |||
| $315K | ﹤0.01% | 7,220 +5,596 | +345% | +$244K | |||
| $314K | ﹤0.01% | 249,103 -333,775 | -57% | -$421K | |||
| $314K | ﹤0.01% | +7,062 | New | +$314K | |||
| $313K | ﹤0.01% | 7,045 +1,181 | +20% | +$52.5K | |||
| $313K | ﹤0.01% | 108,337 +63,427 | +141% | +$183K | |||
| $312K | ﹤0.01% | 247,521 +98,908 | +67% | +$125K | |||
| $311K | ﹤0.01% | 8,316 +3,394 | +69% | +$127K | |||
| $310K | ﹤0.01% | 5,191 -3,921 | -43% | -$234K | |||
| $310K | ﹤0.01% | 126,593 +59,344 | +88% | +$145K | |||
| $310K | ﹤0.01% | 23,703 +9,394 | +66% | +$123K | |||
| $310K | ﹤0.01% | 525,383 +394,356 | +301% | +$233K | |||
| $310K | ﹤0.01% | 10,012 +9,865 | +6,711% | +$305K | |||
| $309K | ﹤0.01% | 30,051 +800 | +3% | +$8.22K |
