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 | |
|---|---|---|---|---|---|---|---|
| $7.2M | 0% | 221,965 +65,609 | +42% | +$2.13M | |||
| $7.19M | 0% | 496,364 -240,321 | -33% | -$3.48M | |||
| $7.19M | 0% | 403,539 -120,570 | -23% | -$2.15M | |||
| $7.19M | 0% | 284,537 +160,666 | +130% | +$4.06M | |||
| $7.18M | 0% | 28,979 +5,031 | +21% | +$1.25M | |||
| $7.17M | 0% | 306,009 +15,340 | +5% | +$359K | |||
| $7.16M | 0% | 153,605 +84,054 | +121% | +$3.92M | |||
| $7.15M | 0% | 5,906,491 +5,611,154 | +1,900% | +$6.79M | |||
| $7.14M | 0% | 135,315 -20,414 | -13% | -$1.08M | |||
| $7.14M | 0% | 249,840 +50,150 | +25% | +$1.43M | |||
| $7.12M | 0% | 37,143 +11,218 | +43% | +$2.15M | |||
| $7.11M | 0% | 678,781 +491,078 | +262% | +$5.15M | |||
| $7.1M | 0% | 990,219 +598,074 | +153% | +$4.29M | |||
| $7.09M | 0% | 92,264 +7,969 | +9% | +$613K | |||
| $7.09M | 0% | 131,057 -47,968 | -27% | -$2.6M | |||
| $7.09M | 0% | 201,542 -15,041 | -7% | -$529K | |||
| $7.09M | 0% | 182,655 +39,228 | +27% | +$1.52M | |||
| $7.08M | 0% | 277,461 +144,079 | +108% | +$3.68M | |||
| $7.07M | 0% | 74,210 -49,430 | -40% | -$4.71M | |||
| $7.07M | 0% | 242,288 -12,773 | -5% | -$373K | |||
| $7.06M | 0% | 770,002 -125,861 | -14% | -$1.15M | |||
| $7.04M | 0% | 224,717 | New | +$7.04M | |||
| $7.03M | 0% | 542,098 +291,239 | +116% | +$3.78M | |||
| $7.03M | 0% | 89,341 -29,763 | -25% | -$2.34M | |||
| $7.01M | 0% | 1,811,511 +1,091,689 | +152% | +$4.22M |
