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 | 19.91% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $6.83M | 0% | 220,934 +148,663 | +206% | +$4.6M | |||
| $6.8M | 0% | 504,185 -7,886 | -2% | -$106K | |||
| $6.79M | 0% | 263,763 +170,963 | +184% | +$4.4M | |||
| $6.77M | 0% | 3,518 -788 | -18% | -$1.52M | |||
| $6.77M | 0% | 18,818 +5,088 | +37% | +$1.83M | |||
| $6.77M | 0% | 42,363 +4,392 | +12% | +$702K | |||
| $6.76M | 0% | 113,978 +19,986 | +21% | +$1.18M | |||
| $6.75M | 0% | 274,644 +33,016 | +14% | +$812K | |||
| $6.74M | 0% | 1,370,344 +245,060 | +22% | +$1.21M | |||
| $6.7M | 0% | 779,349 -128,816 | -14% | -$1.11M | |||
| $6.7M | 0% | 330,233 +102,288 | +45% | +$2.08M | |||
| $6.7M | 0% | 469,533 -269,573 | -36% | -$3.84M | |||
| $6.69M | 0% | 86,769 +23,707 | +38% | +$1.83M | |||
| $6.69M | 0% | 438,413 +220,940 | +102% | +$3.37M | |||
| $6.67M | 0% | 67,224 -9,051 | -12% | -$897K | |||
| $6.66M | 0% | 154,039 +68,454 | +80% | +$2.96M | |||
| $6.66M | 0% | 2,183,819 +764,855 | +54% | +$2.33M | |||
| $6.66M | 0% | 411,585 +28,251 | +7% | +$457K | |||
| $6.66M | 0% | 579,711 -172,834 | -23% | -$1.98M | |||
| $6.65M | 0% | 316,816 -681,365 | -68% | -$14.3M | |||
| $6.65M | 0% | 309,760 -46,349 | -13% | -$995K | |||
| $6.64M | 0% | 143,346 +118,485 | +477% | +$5.49M | |||
| $6.64M | 0% | 1,243,476 -122,516 | -9% | -$654K | |||
| $6.64M | 0% | 1,488,127 +494,090 | +50% | +$2.2M | |||
| $6.63M | 0% | 50,546 +7,637 | +18% | +$1M |
