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 | |
|---|---|---|---|---|---|---|---|
| $8.1M | 0% | 179,486 +631 | +0.4% | +$28.5K | |||
| $8.08M | 0% | 265,097 +28,617 | +12% | +$872K | |||
| $8.07M | 0% | 238,726 +10,112 | +4% | +$342K | |||
| $8.06M | 0% | 246,299 +53,930 | +28% | +$1.77M | |||
| $8.06M | 0% | 100,289 -162,028 | -62% | -$13M | |||
| $8.05M | 0% | 87,155 -13,914 | -14% | -$1.29M | |||
| $8.03M | 0% | 286,066 -62,389 | -18% | -$1.75M | |||
| $8.02M | 0% | 251,727 -28,858 | -10% | -$919K | |||
| $8.02M | 0% | 434,079 -29,870 | -6% | -$552K | |||
| $8.01M | 0% | 1,126,804 -614,964 | -35% | -$4.37M | |||
| $8.01M | 0% | 284,747 +86,208 | +43% | +$2.43M | |||
| $8.01M | 0% | 41,879 -542 | -1% | -$104K | |||
| $8.01M | 0% | 585,615 +141,798 | +32% | +$1.94M | |||
| $8M | 0% | 604,962 +272,591 | +82% | +$3.61M | |||
| $8M | 0% | 673,147 +598,034 | +796% | +$7.1M | |||
| $7.99M | 0% | 305,257 -257,370 | -46% | -$6.74M | |||
| $7.97M | 0% | 353,132 +235,553 | +200% | +$5.32M | |||
| $7.97M | 0% | 88,131 +39,170 | +80% | +$3.54M | |||
| $7.95M | 0% | 262,324 -815,927 | -76% | -$24.7M | |||
| $7.93M | 0% | 94,848 +12,233 | +15% | +$1.02M | |||
| $7.93M | 0% | 62,640 -21,230 | -25% | -$2.69M | |||
| $7.92M | 0% | 879,995 +29,734 | +4% | +$268K | |||
| $7.91M | 0% | 226,326 +20,887 | +10% | +$730K | |||
| $7.9M | 0% | 91,814 +16,293 | +22% | +$1.4M | |||
| $7.88M | 0% | 440,970 +154,923 | +54% | +$2.77M |
