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 | |
|---|---|---|---|---|---|---|---|
| $7.87M | 0% | 895,616 +594,462 | +197% | +$5.23M | |||
| $7.87M | 0% | 370,935 +15,899 | +4% | +$337K | |||
| $7.85M | 0% | 236,584 +37,522 | +19% | +$1.25M | |||
| $7.82M | 0% | 208,017 -6,711 | -3% | -$252K | |||
| $7.81M | 0% | 73,475 -8,092 | -10% | -$860K | |||
| $7.8M | 0% | 153,709 +4,727 | +3% | +$240K | |||
| $7.79M | 0% | 291,226 -100,296 | -26% | -$2.68M | |||
| $7.79M | 0% | 919,715 +5,955 | +0.7% | +$50.4K | |||
| $7.77M | 0% | 214,573 +9,248 | +5% | +$335K | |||
| $7.76M | 0% | 109,479 +54,639 | +100% | +$3.87M | |||
| $7.76M | 0% | 81,865 -2,807 | -3% | -$266K | |||
| $7.75M | 0% | 201,633 +63,324 | +46% | +$2.43M | |||
| $7.74M | 0% | 591,241 +161,930 | +38% | +$2.12M | |||
| $7.73M | 0% | 1,548,098 +127,720 | +9% | +$638K | |||
| $7.73M | 0% | 302,447 +12,946 | +4% | +$331K | |||
| $7.71M | 0% | 78,356 +15,353 | +24% | +$1.51M | |||
| $7.71M | 0% | 92,200 +42,996 | +87% | +$3.59M | |||
| $7.7M | 0% | 1,085,549 -2,564,892 | -70% | -$18.2M | |||
| $7.69M | 0% | 159,205 -25,574 | -14% | -$1.24M | |||
| $7.68M | 0% | 278,941 -24,087 | -8% | -$663K | |||
| $7.67M | 0% | 115,363 +23,664 | +26% | +$1.57M | |||
| $7.64M | 0% | 267,766 +3,618 | +1% | +$103K | |||
| $7.63M | 0% | 917,747 -517,907 | -36% | -$4.3M | |||
| $7.62M | 0% | 89,294 -20,421 | -19% | -$1.74M | |||
| $7.61M | 0% | 151,223 -204,000 | -57% | -$10.3M |
