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 | |
|---|---|---|---|---|---|---|---|
| $309K | ﹤0.01% | 7,848 +1,521 | +24% | +$59.9K | |||
| $309K | ﹤0.01% | 5,153 -1,809 | -26% | -$108K | |||
| $309K | ﹤0.01% | +51,717 | New | +$309K | |||
| $309K | ﹤0.01% | 57,596 -4,820 | -8% | -$25.8K | |||
| $308K | ﹤0.01% | 47,137 -6,986 | -13% | -$45.7K | |||
| $308K | ﹤0.01% | 23,379 -2,805 | -11% | -$36.9K | |||
| $308K | ﹤0.01% | 56,642 +56,200 | +12,715% | +$305K | |||
| $307K | ﹤0.01% | 31,483 -35,376 | -53% | -$345K | |||
| $307K | ﹤0.01% | 192,927 +125,712 | +187% | +$200K | |||
| $307K | ﹤0.01% | 5,969 +4,917 | +467% | +$252K | |||
| $306K | ﹤0.01% | 39,044 -26,210 | -40% | -$205K | |||
| $304K | ﹤0.01% | 22,485 -2,587 | -10% | -$35K | |||
| $304K | ﹤0.01% | 149,894 +31,023 | +26% | +$63K | |||
| $304K | ﹤0.01% | 19,634 +2,961 | +18% | +$45.8K | |||
| $304K | ﹤0.01% | 5,252 +1,092 | +26% | +$63.1K | |||
| $303K | ﹤0.01% | +51,762 | New | +$303K | |||
| $302K | ﹤0.01% | 21,593 -22,164 | -51% | -$310K | |||
| $302K | ﹤0.01% | 10,876 +2,764 | +34% | +$76.8K | |||
| $302K | ﹤0.01% | +9,180 | New | +$302K | |||
| $302K | ﹤0.01% | 29,503 +7,909 | +37% | +$80.8K | |||
| $302K | ﹤0.01% | +51,189 | New | +$302K | |||
| $301K | ﹤0.01% | 98,158 -79,512 | -45% | -$244K | |||
| $301K | ﹤0.01% | 27,034 +990 | +4% | +$11K | |||
| $301K | ﹤0.01% | 136,175 -138,857 | -50% | -$307K | |||
| $301K | ﹤0.01% | 48,019 +29,522 | +160% | +$185K |
