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 | |
|---|---|---|---|---|---|---|---|
| $4.14M | 0% | 55,629 -1,229 | -2% | -$91.5K | |||
| $4.13M | 0% | 456,837 +317,336 | +227% | +$2.87M | |||
| $4.12M | 0% | 238,197 -5,866 | -2% | -$102K | |||
| $4.12M | 0% | 104,040 +10,049 | +11% | +$398K | |||
| $4.11M | 0% | 181,915 +32,244 | +22% | +$729K | |||
| $4.11M | 0% | 125,872 -76,140 | -38% | -$2.49M | |||
| $4.11M | 0% | 57,477 +7,322 | +15% | +$523K | |||
| $4.1M | 0% | 569,081 +70,647 | +14% | +$509K | |||
| $4.08M | 0% | 88,086 +8,520 | +11% | +$395K | |||
| $4.08M | 0% | 308,119 -329,572 | -52% | -$4.36M | |||
| $4.07M | 0% | 281,240 -360 | -0.1% | -$5.21K | |||
| $4.07M | 0% | 69,221 -9,069 | -12% | -$534K | |||
| $4.07M | 0% | 58,182 +2,093 | +4% | +$146K | |||
| $4.07M | 0% | 153,123 -78,692 | -34% | -$2.09M | |||
| $4.06M | 0% | 146,044 +25,994 | +22% | +$723K | |||
| $4.06M | 0% | 95,616 +168 | +0.2% | +$7.14K | |||
| $4.06M | 0% | 73,223 -52,485 | -42% | -$2.91M | |||
| $4.06M | 0% | 72,151 +1,281 | +2% | +$72.1K | |||
| $4.06M | 0% | 524,976 +283,243 | +117% | +$2.19M | |||
| $4.05M | 0% | 434,314 +34,608 | +9% | +$323K | |||
| $4.04M | 0% | 43,158 +951 | +2% | +$89.1K | |||
| $4.03M | 0% | 197,838 +81,228 | +70% | +$1.66M | |||
| $4.03M | 0% | 821,191 +106,427 | +15% | +$523K | |||
| $4.01M | 0% | 2,417,053 -2,405,794 | -50% | -$3.99M | |||
| $4.01M | 0% | 239,156 +369 | +0.2% | +$6.18K |
