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 | |
|---|---|---|---|---|---|---|---|
| $5.51M | 0% | 990,084 -89,881 | -8% | -$501K | |||
| $5.5M | 0% | 279,993 +4,472 | +2% | +$87.9K | |||
| $5.5M | 0% | 216,759 -76,477 | -26% | -$1.94M | |||
| $5.49M | 0% | 124,410 +5,643 | +5% | +$249K | |||
| $5.49M | 0% | 43,326 +14,459 | +50% | +$1.83M | |||
| $5.49M | 0% | 351,175 -22,244 | -6% | -$348K | |||
| $5.49M | 0% | 429,341 +26,514 | +7% | +$339K | |||
| $5.49M | 0% | 330,076 +39,804 | +14% | +$662K | |||
| $5.48M | 0% | 243,355 +1,084 | +0.5% | +$24.4K | |||
| $5.47M | 0% | 42,237 -1,682 | -4% | -$218K | |||
| $5.45M | 0% | 90,174 +31,798 | +54% | +$1.92M | |||
| $5.44M | 0% | 945,390 +695,398 | +278% | +$4M | |||
| $5.43M | 0% | 590,302 +542,747 | +1,141% | +$4.99M | |||
| $5.43M | 0% | 660,657 -188,530 | -22% | -$1.55M | |||
| $5.41M | 0% | 250,429 -88,907 | -26% | -$1.92M | |||
| $5.41M | 0% | 115,312 -67,120 | -37% | -$3.15M | |||
| $5.41M | 0% | 229,761 -95,849 | -29% | -$2.26M | |||
| $5.4M | 0% | 50,959 -6,233 | -11% | -$661K | |||
| $5.4M | 0% | 231,316 -900,249 | -80% | -$21M | |||
| $5.4M | 0% | 187,088 -308,145 | -62% | -$8.89M | |||
| $5.39M | 0% | 502,455 -6,595 | -1% | -$70.7K | |||
| $5.39M | 0% | 103,821 +19,676 | +23% | +$1.02M | |||
| $5.38M | 0% | 616,760 -113,309 | -16% | -$988K | |||
| $5.37M | 0% | 943,619 +651,347 | +223% | +$3.71M | |||
| $5.37M | 0% | 243,896 +151,830 | +165% | +$3.34M |
