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 | $1.56B | |
| 2 | $585M | |
| 3 | $582M | |
| 4 | $514M | |
| 5 | $510M |
Top Sells
| 1 | $660M | |
| 2 | $549M | |
| 3 | $513M | |
| 4 | $480M | |
| 5 | $458M |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.04% |
| 5 | Industrials | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $8.81M | 0% | 112,968 +3,375 | +3% | +$263K | |||
| $8.79M | 0% | 122,379 -90,111 | -42% | -$6.47M | |||
| $8.79M | 0% | 280,608 +52,753 | +23% | +$1.65M | |||
| $8.78M | 0% | 243,605 -67,716 | -22% | -$2.44M | |||
| $8.76M | 0% | 89,341 +8,686 | +11% | +$852K | |||
| $8.75M | 0% | 3,081,223 +2,373,195 | +335% | +$6.74M | |||
| $8.75M | 0% | 168,152 +41,457 | +33% | +$2.16M | |||
| $8.72M | 0% | 196,839 +128,655 | +189% | +$5.7M | |||
| $8.71M | 0% | 185,043 +117,928 | +176% | +$5.55M | |||
| $8.71M | 0% | 1,010,428 +215,838 | +27% | +$1.86M | |||
| $8.7M | 0% | 256,356 -5,990 | -2% | -$203K | |||
| $8.69M | 0% | 112,485 +2,111 | +2% | +$163K | |||
| $8.68M | 0% | 376,606 -28,228 | -7% | -$651K | |||
| $8.67M | 0% | 1,002,173 +135,561 | +16% | +$1.17M | |||
| $8.66M | 0% | 365,595 +322,152 | +742% | +$7.64M | |||
| $8.66M | 0% | 345,235 -14,211 | -4% | -$357K | |||
| $8.66M | 0% | 172,749 +9,914 | +6% | +$497K | |||
| $8.65M | 0% | 637,765 +427,497 | +203% | +$5.8M | |||
| $8.65M | 0% | 786,729 -96,511 | -11% | -$1.06M | |||
| $8.64M | 0% | 514,672 +137,156 | +36% | +$2.3M | |||
| $8.63M | 0% | 68,911 +7,317 | +12% | +$916K | |||
| $8.63M | 0% | 415,484 +136,187 | +49% | +$2.83M | |||
| $8.63M | 0% | 283,793 +156,040 | +122% | +$4.74M | |||
| $8.62M | 0% | 438,473 +230,975 | +111% | +$4.54M | |||
| $8.6M | 0% | 85,479 -16,131 | -16% | -$1.62M |
