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 | |
|---|---|---|---|---|---|---|---|
| $4.4M | 0% | 144,631 -279,610 | -66% | -$8.51M | |||
| $4.4M | 0% | 88,081 -2,153 | -2% | -$108K | |||
| $4.4M | 0% | 359,434 -70,003 | -16% | -$856K | |||
| $4.38M | 0% | 27,859 +50 | +0.2% | +$7.87K | |||
| $4.38M | 0% | 89,726 -1,165 | -1% | -$56.9K | |||
| $4.37M | 0% | 60,305 +17,413 | +41% | +$1.26M | |||
| $4.37M | 0% | 107,953 +29,336 | +37% | +$1.19M | |||
| $4.36M | 0% | 317,085 -394,187 | -55% | -$5.42M | |||
| $4.35M | 0% | 338,844 +217,761 | +180% | +$2.8M | |||
| $4.34M | 0% | 739,999 +95,649 | +15% | +$561K | |||
| $4.33M | 0% | 1,438,416 -149,273 | -9% | -$449K | |||
| $4.33M | 0% | 326,422 -67,796 | -17% | -$899K | |||
| $4.33M | 0% | 1,151,147 +590,641 | +105% | +$2.22M | |||
| $4.32M | 0% | 255,603 +57,516 | +29% | +$973K | |||
| $4.32M | 0% | 647,830 +77,867 | +14% | +$519K | |||
| $4.32M | 0% | 5,483,423 -952,888 | -15% | -$751K | |||
| $4.32M | 0% | 224,217 +78,656 | +54% | +$1.52M | |||
| $4.32M | 0% | 2,122,631 -4,036,937 | -66% | -$8.22M | |||
| $4.32M | 0% | 414,924 -61,816 | -13% | -$643K | |||
| $4.31M | 0% | 345,415 -228,897 | -40% | -$2.86M | |||
| $4.31M | 0% | 182,466 +12,938 | +8% | +$305K | |||
| $4.31M | 0% | 179,522 +49,868 | +38% | +$1.2M | |||
| $4.3M | 0% | 419,508 -42,537 | -9% | -$436K | |||
| $4.3M | 0% | 576,801 +492,337 | +583% | +$3.67M | |||
| $4.29M | 0% | 582,689 -14,984 | -3% | -$110K |
