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 | |
|---|---|---|---|---|---|---|---|
| $8.59M | 0% | 607,394 +30,951 | +5% | +$438K | |||
| $8.58M | 0% | 159,406 +16,689 | +12% | +$899K | |||
| $8.56M | 0% | 313,032 +35,939 | +13% | +$982K | |||
| $8.55M | 0% | 259,114 +27,305 | +12% | +$901K | |||
| $8.54M | 0% | 831,987 +30,727 | +4% | +$315K | |||
| $8.52M | 0% | 106,868 -116,048 | -52% | -$9.25M | |||
| $8.52M | 0% | 3,818,584 +1,125,098 | +42% | +$2.51M | |||
| $8.51M | 0% | 51,512 +24,859 | +93% | +$4.1M | |||
| $8.5M | 0% | 371,938 +25,819 | +7% | +$590K | |||
| $8.5M | 0% | 339,315 +84,113 | +33% | +$2.11M | |||
| $8.49M | 0% | 1,096,260 +70,777 | +7% | +$548K | |||
| $8.46M | 0% | 257,823 +28,717 | +13% | +$942K | |||
| $8.44M | 0% | 172,442 +391 | +0.2% | +$19.1K | |||
| $8.43M | 0% | 145,712 +107,084 | +277% | +$6.2M | |||
| $8.43M | 0% | 345,505 -253,059 | -42% | -$6.17M | |||
| $8.43M | 0% | 454,172 -36,910 | -8% | -$685K | |||
| $8.43M | 0% | 999,803 -9,010 | -0.9% | -$76K | |||
| $8.42M | 0% | 177,231 +130,766 | +281% | +$6.22M | |||
| $8.39M | 0% | 336,740 -11,306 | -3% | -$282K | |||
| $8.39M | 0% | 228,474 +37,670 | +20% | +$1.38M | |||
| $8.35M | 0% | 128,279 +15,373 | +14% | +$1M | |||
| $8.34M | 0% | 528,827 -24,897 | -5% | -$393K | |||
| $8.33M | 0% | 394,474 -208,111 | -35% | -$4.39M | |||
| $8.33M | 0% | 102,716 +4,175 | +4% | +$338K | |||
| $8.32M | 0% | 396,890 +54,121 | +16% | +$1.13M |
