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 | |
|---|---|---|---|---|---|---|---|
| $6.04M | 0% | 369,439 +248,194 | +205% | +$4.06M | |||
| $6.04M | 0% | 47,098 -8,978 | -16% | -$1.15M | |||
| $6.03M | 0% | 242,688 +36,993 | +18% | +$920K | |||
| $6.03M | 0% | 346,374 +130,313 | +60% | +$2.27M | |||
| $6.02M | 0% | 269,454 +67,651 | +34% | +$1.51M | |||
| $6.02M | 0% | 1,159,646 +46,450 | +4% | +$241K | |||
| $6.02M | 0% | 125,022 -19,096 | -13% | -$919K | |||
| $5.99M | 0% | 118,327 +6,903 | +6% | +$350K | |||
| $5.99M | 0% | 258,017 +157,325 | +156% | +$3.65M | |||
| $5.99M | 0% | 260,371 -19,228 | -7% | -$442K | |||
| $5.98M | 0% | 160,905 +6,030 | +4% | +$224K | |||
| $5.96M | 0% | 256,158 +79,306 | +45% | +$1.85M | |||
| $5.96M | 0% | 95,722 +3,727 | +4% | +$232K | |||
| $5.94M | 0% | 217,414 +73,883 | +51% | +$2.02M | |||
| $5.92M | 0% | 244,327 -98,249 | -29% | -$2.38M | |||
| $5.92M | 0% | 625,023 +322,480 | +107% | +$3.05M | |||
| $5.91M | 0% | 93,746 -64,784 | -41% | -$4.09M | |||
| $5.91M | 0% | 1,575,833 -252,814 | -14% | -$948K | |||
| $5.89M | 0% | 121,499 -19,592 | -14% | -$949K | |||
| $5.88M | 0% | 401,356 +12,309 | +3% | +$180K | |||
| $5.88M | 0% | 712,622 +31,214 | +5% | +$258K | |||
| $5.88M | 0% | 45,769 -18,809 | -29% | -$2.42M | |||
| $5.87M | 0% | 169,536 +5,448 | +3% | +$189K | |||
| $5.87M | 0% | 53,384 -22,176 | -29% | -$2.44M | |||
| $5.86M | 0% | 261,524 +24,688 | +10% | +$553K |
