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 | |
|---|---|---|---|---|---|---|---|
| $286K | ﹤0.01% | 5,505 | – | – | |||
| $286K | ﹤0.01% | 9,458 -100 | -1% | -$3.03K | |||
| $286K | ﹤0.01% | 10,630 +6,152 | +137% | +$165K | |||
| $285K | ﹤0.01% | 20,103 -25,410 | -56% | -$361K | |||
| $285K | ﹤0.01% | 36,664 +17,687 | +93% | +$138K | |||
| $284K | ﹤0.01% | 5,897 +863 | +17% | +$41.6K | |||
| $284K | ﹤0.01% | 52,256 +4,084 | +8% | +$22.2K | |||
| $283K | ﹤0.01% | 884,902 -92,447 | -9% | -$29.6K | |||
| $283K | ﹤0.01% | +124,638 | New | +$283K | |||
| $283K | ﹤0.01% | 9,552 +5,395 | +130% | +$160K | |||
| $282K | ﹤0.01% | +8,967 | New | +$282K | |||
| $282K | ﹤0.01% | 4,975 -317,201 | -98% | -$18M | |||
| $282K | ﹤0.01% | 5,364 +399 | +8% | +$20.9K | |||
| $281K | ﹤0.01% | 475,047 +226,617 | +91% | +$134K | |||
| $281K | ﹤0.01% | 7,556 +6,358 | +531% | +$236K | |||
| $280K | ﹤0.01% | +17,416 | New | +$280K | |||
| $280K | ﹤0.01% | 55,952 -143,789 | -72% | -$719K | |||
| $279K | ﹤0.01% | +1,048 | New | +$279K | |||
| $279K | ﹤0.01% | 26,430 +30 | +0.1% | +$317 | |||
| $279K | ﹤0.01% | 4,757 +115 | +2% | +$6.75K | |||
| $279K | ﹤0.01% | 35,947 -48,396 | -57% | -$376K | |||
| $277K | ﹤0.01% | 170,107 -117,347 | -41% | -$191K | |||
| $277K | ﹤0.01% | 12,622 +12,550 | +17,431% | +$275K | |||
| $276K | ﹤0.01% | 4,196 -1,203 | -22% | -$79.1K | |||
| $275K | ﹤0.01% | 59,947 -164,577 | -73% | -$754K |
