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 | |
|---|---|---|---|---|---|---|---|
| $4.55M | 0% | 4,456,122 -466,097 | -9% | -$475K | |||
| $4.54M | 0% | 66,470 -31,782 | -32% | -$2.17M | |||
| $4.53M | 0% | 24,157 -3,982 | -14% | -$747K | |||
| $4.53M | 0% | 352,972 -3,864 | -1% | -$49.6K | |||
| $4.52M | 0% | 241,779 +27,473 | +13% | +$514K | |||
| $4.51M | 0% | 858,010 -129,591 | -13% | -$682K | |||
| $4.51M | 0% | 53,096 +24 | +0.1% | +$2.04K | |||
| $4.5M | 0% | 140,781 +1,492 | +1% | +$47.7K | |||
| $4.5M | 0% | 478,790 -463,775 | -49% | -$4.35M | |||
| $4.49M | 0% | 164,042 -664 | -0.4% | -$18.2K | |||
| $4.48M | 0% | 88,352 -14,351 | -14% | -$728K | |||
| $4.48M | 0% | 467,747 -28,648 | -6% | -$274K | |||
| $4.48M | 0% | 317,751 -140,443 | -31% | -$1.98M | |||
| $4.48M | 0% | 388,923 -410,574 | -51% | -$4.73M | |||
| $4.47M | 0% | 23,998 -5,405 | -18% | -$1.01M | |||
| $4.45M | 0% | 62,189 -83,635 | -57% | -$5.99M | |||
| $4.45M | 0% | 1,936,531 +766,976 | +66% | +$1.76M | |||
| $4.44M | 0% | 646,896 -578,299 | -47% | -$3.97M | |||
| $4.44M | 0% | 87,718 +36,081 | +70% | +$1.83M | |||
| $4.44M | 0% | 59,936 -6,916 | -10% | -$512K | |||
| $4.44M | 0% | 707,578 +241,962 | +52% | +$1.52M | |||
| $4.43M | 0% | 32,281 +6,795 | +27% | +$931K | |||
| $4.41M | 0% | 753,158 +65,836 | +10% | +$386K | |||
| $4.41M | 0% | 346,252 -346,404 | -50% | -$4.41M | |||
| $4.41M | 0% | 65,539 -69,629 | -52% | -$4.68M |
