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 | |
|---|---|---|---|---|---|---|---|
| $4.65M | 0% | 469,276 -946 | -0.2% | -$9.37K | |||
| $4.65M | 0% | 73,230 -2,446 | -3% | -$155K | |||
| $4.64M | 0% | 160,926 -1,076 | -0.7% | -$31.1K | |||
| $4.64M | 0% | 241,954 +235,405 | +3,595% | +$4.52M | |||
| $4.64M | 0% | 1,517,286 +821,777 | +118% | +$2.51M | |||
| $4.64M | 0% | 103,018 +35,075 | +52% | +$1.58M | |||
| $4.63M | 0% | 220,286 -58,638 | -21% | -$1.23M | |||
| $4.62M | 0% | 52,141 +5,236 | +11% | +$464K | |||
| $4.61M | 0% | 210,936 +131,319 | +165% | +$2.87M | |||
| $4.61M | 0% | 105,478 +68,885 | +188% | +$3.01M | |||
| $4.61M | 0% | 37,983 +15,461 | +69% | +$1.88M | |||
| $4.61M | 0% | 1,061,459 +483,231 | +84% | +$2.1M | |||
| $4.6M | 0% | 924,446 +712,087 | +335% | +$3.55M | |||
| $4.6M | 0% | 214,157 -89,029 | -29% | -$1.91M | |||
| $4.6M | 0% | 100,568 -1,843 | -2% | -$84.3K | |||
| $4.6M | 0% | 116,705 +338 | +0.3% | +$13.3K | |||
| $4.6M | 0% | 556,913 -12,126 | -2% | -$100K | |||
| $4.59M | 0% | 38,115 -46,083 | -55% | -$5.54M | |||
| $4.58M | 0% | 63,362 +29,754 | +89% | +$2.15M | |||
| $4.57M | 0% | 186,606 -64,975 | -26% | -$1.59M | |||
| $4.57M | 0% | 323,716 -1,358,805 | -81% | -$19.2M | |||
| $4.56M | 0% | 306,565 +175,874 | +135% | +$2.62M | |||
| $4.56M | 0% | 58,700 +19,872 | +51% | +$1.55M | |||
| $4.56M | 0% | 109,822 -15,755 | -13% | -$654K | |||
| $4.55M | 0% | 565,883 -514,718 | -48% | -$4.14M |
