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 | |
|---|---|---|---|---|---|---|---|
| $4.29M | 0% | 102,775 +20,884 | +26% | +$871K | |||
| $4.28M | 0% | 103,398 -139,952 | -58% | -$5.79M | |||
| $4.28M | 0% | 121,836 -6,613 | -5% | -$232K | |||
| $4.26M | 0% | 182,540 -63,362 | -26% | -$1.48M | |||
| $4.25M | 0% | 88,346 -10,717 | -11% | -$516K | |||
| $4.24M | 0% | 86,621 +2,553 | +3% | +$125K | |||
| $4.24M | 0% | 137,014 +38,687 | +39% | +$1.2M | |||
| $4.23M | 0% | 129,357 -150,012 | -54% | -$4.91M | |||
| $4.23M | 0% | 50,386 | New | +$4.23M | |||
| $4.23M | 0% | 147,811 -125,438 | -46% | -$3.59M | |||
| $4.22M | 0% | 1,421,331 +634,164 | +81% | +$1.88M | |||
| $4.21M | 0% | 571,249 +120,966 | +27% | +$892K | |||
| $4.2M | 0% | 93,636 +13,485 | +17% | +$605K | |||
| $4.2M | 0% | 158,599 -9,372 | -6% | -$248K | |||
| $4.2M | 0% | 86,274 -5,304 | -6% | -$258K | |||
| $4.2M | 0% | 3,814,648 +228,461 | +6% | +$251K | |||
| $4.19M | 0% | 913,759 -359,961 | -28% | -$1.65M | |||
| $4.19M | 0% | 566,520 -273,323 | -33% | -$2.02M | |||
| $4.18M | 0% | 416,901 -342,409 | -45% | -$3.43M | |||
| $4.18M | 0% | 696,888 +670,668 | +2,558% | +$4.02M | |||
| $4.18M | 0% | 40,539 +8,740 | +27% | +$901K | |||
| $4.18M | 0% | 236,838 +164,686 | +228% | +$2.9M | |||
| $4.17M | 0% | 177,114 -3,815 | -2% | -$89.8K | |||
| $4.17M | 0% | 52,408 +2,065 | +4% | +$164K | |||
| $4.14M | 0% | 155,264 -35,958 | -19% | -$959K |
