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 | |
|---|---|---|---|---|---|---|---|
| $5.19M | 0% | 55,949 +7,818 | +16% | +$726K | |||
| $5.19M | 0% | 397,898 -75,515 | -16% | -$985K | |||
| $5.18M | 0% | 2,063,207 +1,349,062 | +189% | +$3.39M | |||
| $5.16M | 0% | 149,735 -189,147 | -56% | -$6.52M | |||
| $5.16M | 0% | 131,387 +28,954 | +28% | +$1.14M | |||
| $5.12M | 0% | 115,689 -174,926 | -60% | -$7.74M | |||
| $5.05M | 0% | 457,155 +150,714 | +49% | +$1.67M | |||
| $5.04M | 0% | 409,189 +42,761 | +12% | +$527K | |||
| $5.03M | 0% | 228,942 +80,474 | +54% | +$1.77M | |||
| $5.01M | 0% | 91,647 +2,258 | +3% | +$123K | |||
| $5.01M | 0% | 383,500 +31,233 | +9% | +$408K | |||
| $5M | 0% | 273,631 +70,085 | +34% | +$1.28M | |||
| $4.99M | 0% | 148,153 +47,230 | +47% | +$1.59M | |||
| $4.99M | 0% | 99,225 +53,665 | +118% | +$2.7M | |||
| $4.98M | 0% | 576,007 +251,223 | +77% | +$2.17M | |||
| $4.97M | 0% | 188,699 +80,775 | +75% | +$2.13M | |||
| $4.96M | 0% | 499,382 +11,913 | +2% | +$118K | |||
| $4.96M | 0% | 294,093 +118,382 | +67% | +$2M | |||
| $4.96M | 0% | 176,847 +163,876 | +1,263% | +$4.59M | |||
| $4.95M | 0% | 348,987 -118,291 | -25% | -$1.68M | |||
| $4.95M | 0% | 313,033 -3,842 | -1% | -$60.7K | |||
| $4.95M | 0% | 189,235 +154,830 | +450% | +$4.05M | |||
| $4.95M | 0% | 216,554 -116,378 | -35% | -$2.66M | |||
| $4.94M | 0% | 1,637,186 +1,407,610 | +613% | +$4.25M | |||
| $4.94M | 0% | 44,138 +1,985 | +5% | +$222K |
