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 | |
|---|---|---|---|---|---|---|---|
| $3.65M | 0% | 66,607 -2,301 | -3% | -$126K | |||
| $3.65M | 0% | 393,874 -57,762 | -13% | -$535K | |||
| $3.64M | 0% | 800,959 +273,230 | +52% | +$1.24M | |||
| $3.64M | 0% | 591,411 +327,698 | +124% | +$2.02M | |||
| $3.64M | 0% | 89,255 -44,836 | -33% | -$1.83M | |||
| $3.64M | 0% | 328,321 +158,138 | +93% | +$1.75M | |||
| $3.64M | 0% | 194,039 -7,150 | -4% | -$134K | |||
| $3.64M | 0% | 230,575 -73,881 | -24% | -$1.17M | |||
| $3.63M | 0% | 44,461 +4,982 | +13% | +$407K | |||
| $3.63M | 0% | 24,952 +6,783 | +37% | +$986K | |||
| $3.63M | 0% | 493,488 +16,892 | +4% | +$124K | |||
| $3.63M | 0% | 597,236 -77,619 | -12% | -$471K | |||
| $3.62M | 0% | 72,193 +5,556 | +8% | +$279K | |||
| $3.62M | 0% | 1,622,515 -676,295 | -29% | -$1.51M | |||
| $3.61M | 0% | 174,101 +93,066 | +115% | +$1.93M | |||
| $3.61M | 0% | 72,628 +48,286 | +198% | +$2.4M | |||
| $3.61M | 0% | 141,155 -86,563 | -38% | -$2.21M | |||
| $3.6M | 0% | 100,000 -120 | -0.1% | -$4.33K | |||
| $3.6M | 0% | 146,856 +8,738 | +6% | +$214K | |||
| $3.6M | 0% | 112,212 -44,543 | -28% | -$1.43M | |||
| $3.6M | 0% | 89,702 -43,896 | -33% | -$1.76M | |||
| $3.6M | 0% | 146,279 -265,876 | -65% | -$6.54M | |||
| $3.59M | 0% | 146,157 +28,491 | +24% | +$701K | |||
| $3.59M | 0% | 123,523 +748 | +0.6% | +$21.7K | |||
| $3.59M | 0% | 335,249 -53,779 | -14% | -$576K |
