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 | |
|---|---|---|---|---|---|---|---|
| $6.22M | ﹤0.01% | 944,243 +141,172 | +18% | +$930K | |||
| $6.22M | ﹤0.01% | +555,087 | New | +$6.22M | |||
| $6.22M | ﹤0.01% | 107,455 -25,381 | -19% | -$1.47M | |||
| $6.22M | ﹤0.01% | 2,182,584 +304,068 | +16% | +$867K | |||
| $6.22M | ﹤0.01% | 1,649,012 -1,968,368 | -54% | -$7.42M | |||
| $6.21M | ﹤0.01% | 197,342 +173,641 | +733% | +$5.46M | |||
| $6.17M | ﹤0.01% | 205,818 +169,859 | +472% | +$5.09M | |||
| $6.16M | ﹤0.01% | 433,460 +29,714 | +7% | +$423K | |||
| $6.16M | ﹤0.01% | 359,474 +52,516 | +17% | +$900K | |||
| $6.14M | ﹤0.01% | 164,025 +12,581 | +8% | +$471K | |||
| $6.14M | ﹤0.01% | 1,177,045 -132,999 | -10% | -$694K | |||
| $6.14M | ﹤0.01% | 279,881 -123,831 | -31% | -$2.72M | |||
| $6.14M | ﹤0.01% | 141,508 +960 | +0.7% | +$41.6K | |||
| $6.12M | ﹤0.01% | 36,871 -17,665 | -32% | -$2.93M | |||
| $6.12M | ﹤0.01% | 278,278 +102,848 | +59% | +$2.26M | |||
| $6.11M | ﹤0.01% | 374,933 +235,284 | +168% | +$3.84M | |||
| $6.1M | ﹤0.01% | 86,380 +6,603 | +8% | +$466K | |||
| $6.08M | ﹤0.01% | +433,250 | New | +$6.08M | |||
| $6.08M | ﹤0.01% | 80,837 -2,316 | -3% | -$174K | |||
| $6.07M | ﹤0.01% | 200,607 +52,476 | +35% | +$1.59M | |||
| $6.07M | ﹤0.01% | 158,006 +79,874 | +102% | +$3.07M | |||
| $6.06M | ﹤0.01% | 126,639 +31,309 | +33% | +$1.5M | |||
| $6.06M | ﹤0.01% | 182,525 -52,743 | -22% | -$1.75M | |||
| $6.05M | ﹤0.01% | 84,112 -152,025 | -64% | -$10.9M | |||
| $6.04M | ﹤0.01% | 167,044 +76,767 | +85% | +$2.78M |
