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 | |
|---|---|---|---|---|---|---|---|
| $3.85M | 0% | 104,048 -179,744 | -63% | -$6.66M | |||
| $3.85M | 0% | 171,387 -23,570 | -12% | -$530K | |||
| $3.85M | 0% | 283,784 -26,909 | -9% | -$365K | |||
| $3.85M | 0% | 54,573 -3,227 | -6% | -$228K | |||
| $3.85M | 0% | 191,368 +154,188 | +415% | +$3.1M | |||
| $3.83M | 0% | 169,119 +111,450 | +193% | +$2.53M | |||
| $3.83M | 0% | 52,918 +13,792 | +35% | +$998K | |||
| $3.83M | 0% | 292,257 -18,128 | -6% | -$237K | |||
| $3.83M | 0% | 121,736 -269,992 | -69% | -$8.49M | |||
| $3.82M | 0% | 70,137 +383 | +0.6% | +$20.9K | |||
| $3.82M | 0% | 180,167 +17,474 | +11% | +$370K | |||
| $3.82M | 0% | 60,945 +12,204 | +25% | +$765K | |||
| $3.82M | 0% | 285,606 -97,845 | -26% | -$1.31M | |||
| $3.8M | 0% | 131,248 -6,270 | -5% | -$182K | |||
| $3.8M | 0% | 7,302,231 +3,204,643 | +78% | +$1.67M | |||
| $3.8M | 0% | 120,775 +9,890 | +9% | +$311K | |||
| $3.8M | 0% | 1,880,249 -1,205,323 | -39% | -$2.43M | |||
| $3.78M | 0% | 62,417 -6,032 | -9% | -$366K | |||
| $3.78M | 0% | 114,650 -22,213 | -16% | -$733K | |||
| $3.78M | 0% | 495,426 -136,211 | -22% | -$1.04M | |||
| $3.76M | 0% | 225,418 -238,489 | -51% | -$3.98M | |||
| $3.76M | 0% | 1,529,456 +395,489 | +35% | +$973K | |||
| $3.76M | 0% | 116,881 -28,459 | -20% | -$916K | |||
| $3.76M | 0% | 150,333 -27,076 | -15% | -$676K | |||
| $3.75M | 0% | 637,295 -87,205 | -12% | -$514K |
