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 | |
|---|---|---|---|---|---|---|---|
| $264K | ﹤0.01% | 19,390 +3,281 | +20% | +$44.6K | |||
| $263K | ﹤0.01% | 205,515 -65,224 | -24% | -$83.5K | |||
| $263K | ﹤0.01% | 376,104 +227,054 | +152% | +$158K | |||
| $262K | ﹤0.01% | 7,645 +7,159 | +1,473% | +$246K | |||
| $262K | ﹤0.01% | 9,738 +5,756 | +145% | +$155K | |||
| $262K | ﹤0.01% | 16,723 -3,898 | -19% | -$61K | |||
| $261K | ﹤0.01% | 47,585 +9,315 | +24% | +$51.1K | |||
| $261K | ﹤0.01% | 73,135 -16,308 | -18% | -$58.2K | |||
| $261K | ﹤0.01% | 12,550 -9,788 | -44% | -$203K | |||
| $261K | ﹤0.01% | 47,995 +17,600 | +58% | +$95.6K | |||
| $261K | ﹤0.01% | 6,850 -445 | -6% | -$16.9K | |||
| $260K | ﹤0.01% | 99,880 +27,417 | +38% | +$71.3K | |||
| $259K | ﹤0.01% | 5,200 +1,612 | +45% | +$80.4K | |||
| $259K | ﹤0.01% | 16,835 +634 | +4% | +$9.76K | |||
| $259K | ﹤0.01% | 33,305 -189,642 | -85% | -$1.47M | |||
| $258K | ﹤0.01% | 4,669 -197 | -4% | -$10.9K | |||
| $258K | ﹤0.01% | 830,645 +325,538 | +64% | +$101K | |||
| $257K | ﹤0.01% | 16,173 +5,092 | +46% | +$81K | |||
| $257K | ﹤0.01% | 18,532 -122,367 | -87% | -$1.7M | |||
| $257K | ﹤0.01% | 77,390 +55 | +0.1% | +$183 | |||
| $256K | ﹤0.01% | 38,534 +25,472 | +195% | +$169K | |||
| $256K | ﹤0.01% | 14,880 +4,869 | +49% | +$83.8K | |||
| $254K | ﹤0.01% | 11,691 -76,974 | -87% | -$1.67M | |||
| $254K | ﹤0.01% | 31,464 +13,907 | +79% | +$112K | |||
| $253K | ﹤0.01% | 17,574 +1,896 | +12% | +$27.3K |
