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 | |
|---|---|---|---|---|---|---|---|
| $4.78M | 0% | 96,255 -4,544 | -5% | -$225K | |||
| $4.76M | 0% | 1,015,464 -939,433 | -48% | -$4.41M | |||
| $4.76M | 0% | 92,687 +31,380 | +51% | +$1.61M | |||
| $4.76M | 0% | 218,768 +12,815 | +6% | +$279K | |||
| $4.76M | 0% | 97,005 -4,010 | -4% | -$197K | |||
| $4.75M | 0% | 161,809 +33,630 | +26% | +$988K | |||
| $4.75M | 0% | 1,244,211 +201,373 | +19% | +$769K | |||
| $4.75M | 0% | 46,845 +2,593 | +6% | +$263K | |||
| $4.75M | 0% | 645,893 +109,620 | +20% | +$806K | |||
| $4.74M | 0% | 203,240 +1,424 | +0.7% | +$33.2K | |||
| $4.74M | 0% | 863,776 -870,715 | -50% | -$4.78M | |||
| $4.73M | 0% | 100,818 -6,893 | -6% | -$324K | |||
| $4.73M | 0% | 498,321 +71,921 | +17% | +$683K | |||
| $4.72M | 0% | 120,769 +92,851 | +333% | +$3.63M | |||
| $4.72M | 0% | 158,326 -50,711 | -24% | -$1.51M | |||
| $4.72M | 0% | 1,254,342 +509,046 | +68% | +$1.91M | |||
| $4.7M | 0% | 152,570 -590 | -0.4% | -$18.2K | |||
| $4.69M | 0% | 120,864 -15,040 | -11% | -$584K | |||
| $4.69M | 0% | 141,151 +139,698 | +9,614% | +$4.64M | |||
| $4.68M | 0% | 102,205 +10,910 | +12% | +$499K | |||
| $4.68M | 0% | 164,909 -48,745 | -23% | -$1.38M | |||
| $4.67M | 0% | 135,483 -7,921 | -6% | -$273K | |||
| $4.67M | 0% | 262,986 +104,672 | +66% | +$1.86M | |||
| $4.67M | 0% | 84,845 +1,356 | +2% | +$74.6K | |||
| $4.66M | 0% | 504,850 +88,724 | +21% | +$820K |
