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 | |
|---|---|---|---|---|---|---|---|
| $7.39M | 0% | 350,004 +21,881 | +7% | +$462K | |||
| $7.38M | 0% | 3,367,664 +26,012 | +0.8% | +$57K | |||
| $7.37M | 0% | 450,147 +31,662 | +8% | +$519K | |||
| $7.37M | 0% | 516,616 -38,375 | -7% | -$547K | |||
| $7.36M | 0% | 462,289 +198,709 | +75% | +$3.16M | |||
| $7.35M | 0% | 401,748 -26,238 | -6% | -$480K | |||
| $7.35M | 0% | 287,523 +24,406 | +9% | +$624K | |||
| $7.34M | 0% | 367,141 +15,628 | +4% | +$312K | |||
| $7.33M | 0% | 92,288 -325 | -0.4% | -$25.8K | |||
| $7.33M | 0% | 247,741 +193,432 | +356% | +$5.73M | |||
| $7.31M | 0% | 681,678 +288,883 | +74% | +$3.1M | |||
| $7.31M | 0% | 85,754 -5,247 | -6% | -$447K | |||
| $7.31M | 0% | 192,909 +72,642 | +60% | +$2.75M | |||
| $7.3M | 0% | 246,658 -2,641 | -1% | -$78.1K | |||
| $7.28M | 0% | 333,987 -200,568 | -38% | -$4.37M | |||
| $7.27M | 0% | 832,788 +569,261 | +216% | +$4.97M | |||
| $7.27M | 0% | 135,878 -66,397 | -33% | -$3.55M | |||
| $7.26M | 0% | 1,114,978 +180,428 | +19% | +$1.17M | |||
| $7.26M | 0% | 105,093 +22,717 | +28% | +$1.57M | |||
| $7.25M | 0% | 521,054 +40,400 | +8% | +$562K | |||
| $7.24M | 0% | 12,782 -3,447 | -21% | -$1.95M | |||
| $7.24M | 0% | 350,751 +27,862 | +9% | +$575K | |||
| $7.23M | 0% | 105,464 +4,831 | +5% | +$331K | |||
| $7.22M | 0% | 138,266 +38,139 | +38% | +$1.99M | |||
| $7.21M | 0% | 186,453 -18,835 | -9% | -$729K |
