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 | |
|---|---|---|---|---|---|---|---|
| $7M | 0% | 102,953 +17,291 | +20% | +$1.18M | |||
| $6.99M | 0% | 603,392 +147,134 | +32% | +$1.71M | |||
| $6.99M | 0% | 105,946 -7,172 | -6% | -$473K | |||
| $6.98M | 0% | 403,582 +321,240 | +390% | +$5.55M | |||
| $6.97M | 0% | 582,403 +46,316 | +9% | +$554K | |||
| $6.97M | 0% | 698,422 +39,443 | +6% | +$394K | |||
| $6.97M | 0% | 48,577 -33,917 | -41% | -$4.87M | |||
| $6.96M | 0% | 100,749 +57 | +0.1% | +$3.94K | |||
| $6.95M | 0% | 278,358 -67,211 | -19% | -$1.68M | |||
| $6.95M | 0% | 526,097 -99,597 | -16% | -$1.32M | |||
| $6.95M | 0% | 1,054,173 +209,327 | +25% | +$1.38M | |||
| $6.94M | 0% | 306,826 -250,060 | -45% | -$5.65M | |||
| $6.93M | 0% | 805,414 +378,441 | +89% | +$3.26M | |||
| $6.93M | 0% | 1,269,869 +807,548 | +175% | +$4.41M | |||
| $6.92M | 0% | 409,651 -37,156 | -8% | -$628K | |||
| $6.92M | 0% | 575,653 -33,079 | -5% | -$398K | |||
| $6.92M | 0% | 107,660 -66,992 | -38% | -$4.3M | |||
| $6.91M | 0% | 131,359 | New | +$6.91M | |||
| $6.88M | 0% | 615,021 +325,786 | +113% | +$3.65M | |||
| $6.88M | 0% | 290,377 +140,502 | +94% | +$3.33M | |||
| $6.87M | 0% | 453,232 +188,903 | +71% | +$2.86M | |||
| $6.86M | 0% | 83,085 -4,734 | -5% | -$391K | |||
| $6.85M | 0% | 89,023 -1,953 | -2% | -$150K | |||
| $6.84M | 0% | 726,916 -210,535 | -22% | -$1.98M | |||
| $6.84M | 0% | 95,527 -1,091 | -1% | -$78.1K |
