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 | |
|---|---|---|---|---|---|---|---|
| $3.74M | 0% | 357,754 -182,358 | -34% | -$1.91M | |||
| $3.74M | 0% | 202,185 +129,492 | +178% | +$2.39M | |||
| $3.74M | 0% | 21,473 +5,943 | +38% | +$1.03M | |||
| $3.73M | 0% | 1,001,017 +200,039 | +25% | +$746K | |||
| $3.73M | 0% | 393,343 +270,525 | +220% | +$2.57M | |||
| $3.73M | 0% | 417,621 +243,376 | +140% | +$2.17M | |||
| $3.73M | 0% | 165,963 -136,072 | -45% | -$3.05M | |||
| $3.73M | 0% | 74,503 +1,168 | +2% | +$58.4K | |||
| $3.72M | 0% | 262,074 -15,616 | -6% | -$222K | |||
| $3.72M | 0% | 120,729 +16,521 | +16% | +$509K | |||
| $3.72M | 0% | 676,232 -589,932 | -47% | -$3.24M | |||
| $3.72M | 0% | 42,349 +38,882 | +1,121% | +$3.41M | |||
| $3.72M | 0% | 48,258 -2,245 | -4% | -$173K | |||
| $3.71M | 0% | 602,534 +222,666 | +59% | +$1.37M | |||
| $3.71M | 0% | 328,683 -1,548,569 | -82% | -$17.5M | |||
| $3.71M | 0% | 87,336 -85,739 | -50% | -$3.64M | |||
| $3.69M | 0% | 148,446 +45,237 | +44% | +$1.12M | |||
| $3.68M | 0% | 138,997 | New | +$3.68M | |||
| $3.68M | 0% | 54,650 -5,853 | -10% | -$394K | |||
| $3.67M | 0% | 201,650 +21,824 | +12% | +$397K | |||
| $3.66M | 0% | 133,059 -77,703 | -37% | -$2.14M | |||
| $3.66M | 0% | 32,122 -51 | -0.2% | -$5.81K | |||
| $3.66M | 0% | 130,497 +93,865 | +256% | +$2.63M | |||
| $3.65M | 0% | 67,087 -94,722 | -59% | -$5.16M | |||
| $3.65M | 0% | 118,176 -43,340 | -27% | -$1.34M |
