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 | |
|---|---|---|---|---|---|---|---|
| $4M | 0% | 106,022 -4,492 | -4% | -$169K | |||
| $3.99M | 0% | 367,841 +157,050 | +75% | +$1.71M | |||
| $3.99M | 0% | 713,117 -1,421,824 | -67% | -$7.96M | |||
| $3.99M | 0% | 180,423 -12,715 | -7% | -$281K | |||
| $3.99M | 0% | 163,531 +22,075 | +16% | +$538K | |||
| $3.98M | 0% | 165,982 -63,640 | -28% | -$1.53M | |||
| $3.97M | 0% | 219,414 -105,521 | -32% | -$1.91M | |||
| $3.97M | 0% | 364,634 +180,161 | +98% | +$1.96M | |||
| $3.96M | 0% | 213,145 +160,879 | +308% | +$2.99M | |||
| $3.96M | 0% | 30,037 -8,579 | -22% | -$1.13M | |||
| $3.94M | 0% | 788,165 +68,610 | +10% | +$343K | |||
| $3.93M | 0% | 410,543 -166,202 | -29% | -$1.59M | |||
| $3.93M | 0% | 101,038 +1,038 | +1% | +$40.3K | |||
| $3.92M | 0% | 67,927 -28,316 | -29% | -$1.63M | |||
| $3.9M | 0% | 72,789 +5,562 | +8% | +$298K | |||
| $3.9M | 0% | 136,678 -11,862 | -8% | -$339K | |||
| $3.9M | 0% | 386,944 +191,322 | +98% | +$1.93M | |||
| $3.9M | 0% | 124,160 +100,585 | +427% | +$3.16M | |||
| $3.89M | 0% | 29,236 -6,097 | -17% | -$811K | |||
| $3.88M | 0% | 101,426 +10,853 | +12% | +$415K | |||
| $3.87M | 0% | 73,092 -100,247 | -58% | -$5.31M | |||
| $3.87M | 0% | 44,825 +9,811 | +28% | +$846K | |||
| $3.86M | 0% | 204,417 -234,139 | -53% | -$4.42M | |||
| $3.86M | 0% | 131,642 -102,701 | -44% | -$3.01M | |||
| $3.86M | 0% | 888,267 -2,350,941 | -73% | -$10.2M |
