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 | |
|---|---|---|---|---|---|---|---|
| $5.69M | 0% | 76,988 -44,049 | -36% | -$3.26M | |||
| $5.68M | 0% | 270,701 +111,319 | +70% | +$2.34M | |||
| $5.68M | 0% | 69,045 +19,118 | +38% | +$1.57M | |||
| $5.67M | 0% | 675,742 +305,234 | +82% | +$2.56M | |||
| $5.67M | 0% | 696,427 +32,750 | +5% | +$267K | |||
| $5.67M | 0% | 466,389 +195,335 | +72% | +$2.37M | |||
| $5.66M | 0% | 330,324 +10,119 | +3% | +$173K | |||
| $5.65M | 0% | 640,666 +127,344 | +25% | +$1.12M | |||
| $5.65M | 0% | 95,261 +6,137 | +7% | +$364K | |||
| $5.65M | 0% | 376,844 -248 | -0.1% | -$3.72K | |||
| $5.64M | 0% | 352,731 +19,197 | +6% | +$307K | |||
| $5.64M | 0% | 280,240 -142,597 | -34% | -$2.87M | |||
| $5.62M | 0% | 452,415 +20,630 | +5% | +$256K | |||
| $5.61M | 0% | 346,931 -75,458 | -18% | -$1.22M | |||
| $5.6M | 0% | 339,633 +126,256 | +59% | +$2.08M | |||
| $5.59M | 0% | 1,055,563 -127,820 | -11% | -$677K | |||
| $5.59M | 0% | 195,638 -43,368 | -18% | -$1.24M | |||
| $5.58M | 0% | 883,924 -358,055 | -29% | -$2.26M | |||
| $5.58M | 0% | 134,455 -116,882 | -47% | -$4.85M | |||
| $5.57M | 0% | 334,556 -18,480 | -5% | -$308K | |||
| $5.57M | 0% | 201,951 +24,080 | +14% | +$664K | |||
| $5.56M | 0% | 196,711 +46,560 | +31% | +$1.32M | |||
| $5.55M | 0% | 148,957 +1,368 | +0.9% | +$51K | |||
| $5.54M | 0% | 872,750 -614,026 | -41% | -$3.9M | |||
| $5.53M | 0% | 363,606 +93,012 | +34% | +$1.41M |
