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 | |
|---|---|---|---|---|---|---|---|
| $274K | ﹤0.01% | 26,069 -2,045 | -7% | -$21.5K | |||
| $274K | ﹤0.01% | 152,134 -358,855 | -70% | -$646K | |||
| $273K | ﹤0.01% | 6,538 -4,288 | -40% | -$179K | |||
| $273K | ﹤0.01% | 6,435 -1,836 | -22% | -$77.9K | |||
| $273K | ﹤0.01% | 8,197 +7,299 | +813% | +$243K | |||
| $272K | ﹤0.01% | 14,968 -10,234 | -41% | -$186K | |||
| $272K | ﹤0.01% | 121,982 +76,946 | +171% | +$172K | |||
| $271K | ﹤0.01% | +7,141 | New | +$271K | |||
| $271K | ﹤0.01% | 9,100 -150 | -2% | -$4.47K | |||
| $271K | ﹤0.01% | 7,587 -20,282 | -73% | -$725K | |||
| $270K | ﹤0.01% | 19,992 +1,496 | +8% | +$20.2K | |||
| $269K | ﹤0.01% | 4,156 -466 | -10% | -$30.2K | |||
| $268K | ﹤0.01% | +22,870 | New | +$268K | |||
| $268K | ﹤0.01% | 89,409 +78,025 | +685% | +$234K | |||
| $268K | ﹤0.01% | 25,313 -1,325 | -5% | -$14K | |||
| $268K | ﹤0.01% | 27,643 -11,198 | -29% | -$108K | |||
| $268K | ﹤0.01% | +15,125 | New | +$268K | |||
| $267K | ﹤0.01% | 59,661 -2,932 | -5% | -$13.1K | |||
| $267K | ﹤0.01% | 11,605 +10,226 | +742% | +$235K | |||
| $265K | ﹤0.01% | 169,022 -153,869 | -48% | -$242K | |||
| $265K | ﹤0.01% | 11,366 +6,487 | +133% | +$151K | |||
| $265K | ﹤0.01% | 11,756 +676 | +6% | +$15.2K | |||
| $264K | ﹤0.01% | 36,478 +33,590 | +1,163% | +$243K | |||
| $264K | ﹤0.01% | 10,790 +4,165 | +63% | +$102K | |||
| $264K | ﹤0.01% | 8,844 +5,707 | +182% | +$170K |
