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 | |
|---|---|---|---|---|---|---|---|
| $8.31M | 0% | 2,496,749 -207,720 | -8% | -$692K | |||
| $8.31M | 0% | 218,969 +10,698 | +5% | +$406K | |||
| $8.29M | 0% | 5,211,433 -1,412,806 | -21% | -$2.25M | |||
| $8.28M | 0% | 295,746 +26,644 | +10% | +$746K | |||
| $8.27M | 0% | 174,560 -20,759 | -11% | -$984K | |||
| $8.27M | 0% | 384,463 -412,969 | -52% | -$8.88M | |||
| $8.27M | 0% | 104,343 -92,118 | -47% | -$7.3M | |||
| $8.26M | 0% | 625,083 -29,659 | -5% | -$392K | |||
| $8.25M | 0% | 1,167,103 -246,407 | -17% | -$1.74M | |||
| $8.24M | 0% | 309,156 -334,933 | -52% | -$8.92M | |||
| $8.24M | 0% | 372,805 -350,524 | -48% | -$7.74M | |||
| $8.23M | 0% | 93,699 +40,111 | +75% | +$3.52M | |||
| $8.22M | 0% | 247,778 -11,997 | -5% | -$398K | |||
| $8.2M | 0% | 250,316 +50,290 | +25% | +$1.65M | |||
| $8.2M | 0% | 966,552 -18,569 | -2% | -$157K | |||
| $8.16M | 0% | 388,169 +51,663 | +15% | +$1.09M | |||
| $8.15M | 0% | 398,143 +317,933 | +396% | +$6.51M | |||
| $8.14M | 0% | 283,905 -35,818 | -11% | -$1.03M | |||
| $8.13M | 0% | 284,551 +71,867 | +34% | +$2.05M | |||
| $8.13M | 0% | 1,333,143 -1,312 | -0.1% | -$8K | |||
| $8.12M | 0% | 373,615 +227,604 | +156% | +$4.95M | |||
| $8.12M | 0% | 850,829 +278,324 | +49% | +$2.66M | |||
| $8.11M | 0% | 410,940 +13,351 | +3% | +$264K | |||
| $8.11M | 0% | 215,675 +48,001 | +29% | +$1.8M | |||
| $8.1M | 0% | 71,667 +32,325 | +82% | +$3.66M |
