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 | |
|---|---|---|---|---|---|---|---|
| $7.61M | 0% | 638,194 +248,783 | +64% | +$2.97M | |||
| $7.59M | 0% | 102,348 +315 | +0.3% | +$23.4K | |||
| $7.59M | 0% | 217,190 -5,996 | -3% | -$210K | |||
| $7.59M | 0% | 445,480 +179,276 | +67% | +$3.05M | |||
| $7.59M | 0% | 239,796 +46,501 | +24% | +$1.47M | |||
| $7.59M | 0% | 888,762 +10,794 | +1% | +$92.2K | |||
| $7.58M | 0% | 460,002 +423,906 | +1,174% | +$6.99M | |||
| $7.58M | 0% | 751,067 +672,428 | +855% | +$6.78M | |||
| $7.58M | 0% | 123,584 -2,168 | -2% | -$133K | |||
| $7.57M | 0% | 258,560 -13,374 | -5% | -$391K | |||
| $7.53M | 0% | 5,535,482 +3,596,374 | +185% | +$4.89M | |||
| $7.52M | 0% | 40,555 +11,353 | +39% | +$2.11M | |||
| $7.5M | 0% | 117,103 +24,997 | +27% | +$1.6M | |||
| $7.5M | 0% | 6,462,995 +1,957,678 | +43% | +$2.27M | |||
| $7.49M | 0% | 1,981,696 -1,326,526 | -40% | -$5.01M | |||
| $7.49M | 0% | 93,323 -143,231 | -61% | -$11.5M | |||
| $7.48M | 0% | 118,427 +71,671 | +153% | +$4.53M | |||
| $7.47M | 0% | 262,036 +67,833 | +35% | +$1.93M | |||
| $7.46M | 0% | 169,936 +30,585 | +22% | +$1.34M | |||
| $7.46M | 0% | 1,020,159 -760,038 | -43% | -$5.56M | |||
| $7.44M | 0% | 127,605 +24,914 | +24% | +$1.45M | |||
| $7.44M | 0% | 591,182 -421,519 | -42% | -$5.3M | |||
| $7.43M | 0% | 274,440 -9,244 | -3% | -$250K | |||
| $7.42M | 0% | 129,319 +1,862 | +1% | +$107K | |||
| $7.41M | 0% | 109,235 -169,462 | -61% | -$11.5M |
