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 | |
|---|---|---|---|---|---|---|---|
| $4.94M | ﹤0.01% | 447,934 +426,707 | +2,010% | +$4.71M | |||
| $4.93M | ﹤0.01% | 80,138 -4,874 | -6% | -$300K | |||
| $4.92M | ﹤0.01% | 418,932 -231,008 | -36% | -$2.71M | |||
| $4.92M | ﹤0.01% | 66,219 +12,014 | +22% | +$893K | |||
| $4.92M | ﹤0.01% | 763,689 -133,508 | -15% | -$860K | |||
| $4.92M | ﹤0.01% | 1,388,427 +744,903 | +116% | +$2.64M | |||
| $4.91M | ﹤0.01% | 263,800 -502,540 | -66% | -$9.36M | |||
| $4.91M | ﹤0.01% | 385,409 -417,457 | -52% | -$5.32M | |||
| $4.91M | ﹤0.01% | 8,120,260 +1,094,523 | +16% | +$662K | |||
| $4.91M | ﹤0.01% | 478,582 -70,467 | -13% | -$723K | |||
| $4.91M | ﹤0.01% | 3,775,228 -944,749 | -20% | -$1.23M | |||
| $4.9M | ﹤0.01% | 342,311 +19,564 | +6% | +$280K | |||
| $4.89M | ﹤0.01% | 403,417 -30,763 | -7% | -$373K | |||
| $4.89M | ﹤0.01% | 39,586 +28,424 | +255% | +$3.51M | |||
| $4.89M | ﹤0.01% | 566,894 +80,497 | +17% | +$695K | |||
| $4.89M | ﹤0.01% | 358,322 -13,647 | -4% | -$186K | |||
| $4.89M | ﹤0.01% | 468,256 -395,199 | -46% | -$4.13M | |||
| $4.89M | ﹤0.01% | 36,816 -1,618 | -4% | -$215K | |||
| $4.88M | ﹤0.01% | 66,923 +16,981 | +34% | +$1.24M | |||
| $4.87M | ﹤0.01% | 13,595 -114,952 | -89% | -$41.2M | |||
| $4.87M | ﹤0.01% | 548,498 +70,926 | +15% | +$629K | |||
| $4.85M | ﹤0.01% | 1,791,381 -461,643 | -20% | -$1.25M | |||
| $4.85M | ﹤0.01% | 111,012 +819 | +0.7% | +$35.8K | |||
| $4.78M | ﹤0.01% | 455,608 +79,524 | +21% | +$835K | |||
| $4.78M | ﹤0.01% | 111,831 +51,190 | +84% | +$2.19M |
