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 | |
|---|---|---|---|---|---|---|---|
| $5.86M | ﹤0.01% | 507,703 +133,072 | +36% | +$1.54M | |||
| $5.85M | ﹤0.01% | 220,934 +139,369 | +171% | +$3.69M | |||
| $5.84M | ﹤0.01% | 264,692 -1,330 | -0.5% | -$29.4K | |||
| $5.82M | ﹤0.01% | 868,724 +331,540 | +62% | +$2.22M | |||
| $5.82M | ﹤0.01% | 652,082 -22,196 | -3% | -$198K | |||
| $5.82M | ﹤0.01% | 154,319 -296 | -0.2% | -$11.2K | |||
| $5.82M | ﹤0.01% | 1,991,789 +790,148 | +66% | +$2.31M | |||
| $5.8M | ﹤0.01% | 99,290 -253,226 | -72% | -$14.8M | |||
| $5.8M | ﹤0.01% | 895,741 -112,077 | -11% | -$725K | |||
| $5.78M | ﹤0.01% | 1,779,380 +9,430 | +0.5% | +$30.6K | |||
| $5.78M | ﹤0.01% | 221,654 -23,242 | -9% | -$606K | |||
| $5.78M | ﹤0.01% | 185,690 -1,105 | -0.6% | -$34.4K | |||
| $5.78M | ﹤0.01% | 237,878 -12,339 | -5% | -$300K | |||
| $5.76M | ﹤0.01% | 88,187 +50,418 | +133% | +$3.3M | |||
| $5.76M | ﹤0.01% | 283,396 +2,407 | +0.9% | +$48.9K | |||
| $5.76M | ﹤0.01% | 305,363 -27,773 | -8% | -$524K | |||
| $5.75M | ﹤0.01% | 85,725 -105,263 | -55% | -$7.06M | |||
| $5.73M | ﹤0.01% | 345,414 -3,126 | -0.9% | -$51.8K | |||
| $5.73M | ﹤0.01% | 352,147 +159,440 | +83% | +$2.59M | |||
| $5.71M | ﹤0.01% | 175,545 +17,969 | +11% | +$585K | |||
| $5.7M | ﹤0.01% | 120,669 +9,780 | +9% | +$462K | |||
| $5.7M | ﹤0.01% | 177,265 +92,561 | +109% | +$2.98M | |||
| $5.7M | ﹤0.01% | 273,141 -1,897,362 | -87% | -$39.6M | |||
| $5.7M | ﹤0.01% | 53,301 +10,696 | +25% | +$1.14M | |||
| $5.69M | ﹤0.01% | 200,699 +113,839 | +131% | +$3.23M |
