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 | |
|---|---|---|---|---|---|---|---|
| $5.36M | 0% | 127,452 +19,530 | +18% | +$822K | |||
| $5.35M | 0% | 803,712 -811,903 | -50% | -$5.41M | |||
| $5.35M | 0% | 45,383 -1,058 | -2% | -$125K | |||
| $5.33M | 0% | 176,163 +171,968 | +4,099% | +$5.21M | |||
| $5.33M | 0% | 535,226 +24,150 | +5% | +$241K | |||
| $5.33M | 0% | 842,146 +393,067 | +88% | +$2.49M | |||
| $5.33M | 0% | 242,313 -97,815 | -29% | -$2.15M | |||
| $5.33M | 0% | 76,469 +41,582 | +119% | +$2.9M | |||
| $5.32M | 0% | 138,872 -839,415 | -86% | -$32.2M | |||
| $5.31M | 0% | 190,574 -463,498 | -71% | -$12.9M | |||
| $5.31M | 0% | 536,948 -12,111 | -2% | -$120K | |||
| $5.31M | 0% | 285,559 -2,635 | -0.9% | -$49K | |||
| $5.3M | 0% | 617,407 -246,678 | -29% | -$2.12M | |||
| $5.28M | 0% | 291,793 -42,187 | -13% | -$763K | |||
| $5.27M | 0% | 119,974 +36,390 | +44% | +$1.6M | |||
| $5.26M | 0% | 276,597 +157,624 | +132% | +$3M | |||
| $5.23M | 0% | 83,809 +3,754 | +5% | +$234K | |||
| $5.23M | 0% | 176,132 +35,426 | +25% | +$1.05M | |||
| $5.22M | 0% | 92,451 -16,009 | -15% | -$904K | |||
| $5.22M | 0% | 608,020 +189,256 | +45% | +$1.62M | |||
| $5.21M | 0% | 670,232 +546,795 | +443% | +$4.25M | |||
| $5.21M | 0% | 134,916 -4,674 | -3% | -$181K | |||
| $5.21M | 0% | 431,013 +26,700 | +7% | +$323K | |||
| $5.2M | 0% | 286,887 +167,179 | +140% | +$3.03M | |||
| $5.2M | 0% | 268,899 -12,294 | -4% | -$238K |
