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 | |
|---|---|---|---|---|---|---|---|
| $6.41M | 0% | 268,618 -97,332 | -27% | -$2.32M | |||
| $6.4M | 0% | 218,673 +24,349 | +13% | +$712K | |||
| $6.39M | 0% | 119,364 -45,109 | -27% | -$2.42M | |||
| $6.38M | 0% | 67,483 +5,956 | +10% | +$563K | |||
| $6.37M | 0% | 121,073 +53,423 | +79% | +$2.81M | |||
| $6.37M | 0% | 2,159,864 +1,767,493 | +450% | +$5.21M | |||
| $6.35M | 0% | 392,589 -237,429 | -38% | -$3.84M | |||
| $6.35M | 0% | 122,676 -318 | -0.3% | -$16.5K | |||
| $6.35M | 0% | 309,596 +392 | +0.1% | +$8.04K | |||
| $6.34M | 0% | 88,859 +8,302 | +10% | +$592K | |||
| $6.34M | 0% | 53,340 -464 | -0.9% | -$55.1K | |||
| $6.33M | 0% | 565,886 -135,660 | -19% | -$1.52M | |||
| $6.33M | 0% | 71,230 +44,530 | +167% | +$3.96M | |||
| $6.33M | 0% | 369,968 -42,683 | -10% | -$730K | |||
| $6.32M | 0% | 117,170 +525 | +0.5% | +$28.3K | |||
| $6.32M | 0% | 69,654 -2,371 | -3% | -$215K | |||
| $6.32M | 0% | 57,963 +40,454 | +231% | +$4.41M | |||
| $6.31M | 0% | 911,383 +48,128 | +6% | +$333K | |||
| $6.3M | 0% | 403,807 -22,152 | -5% | -$345K | |||
| $6.27M | 0% | 775,901 +254,296 | +49% | +$2.05M | |||
| $6.25M | 0% | 101,886 +35,627 | +54% | +$2.19M | |||
| $6.25M | 0% | 162,814 -43,608 | -21% | -$1.67M | |||
| $6.23M | 0% | 905,983 +28,898 | +3% | +$199K | |||
| $6.23M | 0% | 217,239 -256,694 | -54% | -$7.36M | |||
| $6.23M | 0% | 62,965 +1,296 | +2% | +$128K |
