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 | |
|---|---|---|---|---|---|---|---|
| $6.63M | 0% | 296,877 +194,471 | +190% | +$4.34M | |||
| $6.62M | 0% | 1,301,319 +306,914 | +31% | +$1.56M | |||
| $6.62M | 0% | 59,247 -1,688 | -3% | -$189K | |||
| $6.61M | 0% | 184,152 +39,821 | +28% | +$1.43M | |||
| $6.61M | 0% | 192,948 -109,773 | -36% | -$3.76M | |||
| $6.6M | 0% | 123,615 +7,696 | +7% | +$411K | |||
| $6.6M | 0% | 306,975 +189,172 | +161% | +$4.07M | |||
| $6.54M | 0% | 1,045,405 -40,579 | -4% | -$254K | |||
| $6.54M | 0% | 647,690 +111,006 | +21% | +$1.12M | |||
| $6.53M | 0% | 828,037 -272,671 | -25% | -$2.15M | |||
| $6.52M | 0% | 1,506,756 +190,659 | +14% | +$826K | |||
| $6.52M | 0% | 593,254 +480,976 | +428% | +$5.29M | |||
| $6.52M | 0% | 418,896 -23,854 | -5% | -$371K | |||
| $6.5M | 0% | 124,941 -651 | -0.5% | -$33.8K | |||
| $6.49M | 0% | 165,295 +80,566 | +95% | +$3.16M | |||
| $6.49M | 0% | 316,040 -176,893 | -36% | -$3.63M | |||
| $6.47M | 0% | 1,948,779 +781,215 | +67% | +$2.59M | |||
| $6.47M | 0% | 496,792 -540,048 | -52% | -$7.03M | |||
| $6.46M | 0% | 216,531 +16,014 | +8% | +$478K | |||
| $6.46M | 0% | 232,037 -13,143 | -5% | -$366K | |||
| $6.46M | 0% | 138,785 +28,113 | +25% | +$1.31M | |||
| $6.46M | 0% | 1,193,787 +65,624 | +6% | +$355K | |||
| $6.44M | 0% | 427,434 +42,122 | +11% | +$635K | |||
| $6.43M | 0% | 634,634 -262,154 | -29% | -$2.66M | |||
| $6.42M | 0% | 108,808 -39,877 | -27% | -$2.35M |
