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 | |
|---|---|---|---|---|---|---|---|
| $3.48M | 0% | 163,373 -489,995 | -75% | -$10.4M | |||
| $3.47M | 0% | 41,364 +29,683 | +254% | +$2.49M | |||
| $3.47M | 0% | 165,682 -146,580 | -47% | -$3.07M | |||
| $3.47M | 0% | 399,708 +198,548 | +99% | +$1.72M | |||
| $3.47M | 0% | 57,335 -120,226 | -68% | -$7.27M | |||
| $3.46M | 0% | 78,642 +8,624 | +12% | +$379K | |||
| $3.45M | 0% | 354,298 -189,484 | -35% | -$1.85M | |||
| $3.45M | 0% | 526,142 -104,654 | -17% | -$685K | |||
| $3.44M | 0% | 767,218 +17,535 | +2% | +$78.7K | |||
| $3.44M | 0% | 62,535 +5,054 | +9% | +$278K | |||
| $3.44M | 0% | 65,996 +42,601 | +182% | +$2.22M | |||
| $3.44M | 0% | 138,120 +38,659 | +39% | +$963K | |||
| $3.44M | 0% | 52,643 -21,727 | -29% | -$1.42M | |||
| $3.44M | 0% | 61,381 -13,971 | -19% | -$782K | |||
| $3.44M | 0% | 117,769 +5,884 | +5% | +$172K | |||
| $3.43M | 0% | 54,677 +8,015 | +17% | +$503K | |||
| $3.42M | 0% | 486,480 +297,081 | +157% | +$2.09M | |||
| $3.42M | 0% | 68,431 +20,469 | +43% | +$1.02M | |||
| $3.41M | 0% | 165,334 +23,883 | +17% | +$492K | |||
| $3.4M | 0% | 127,248 -60,788 | -32% | -$1.63M | |||
| $3.4M | 0% | 223,683 +34,452 | +18% | +$524K | |||
| $3.4M | 0% | 55,784 +3,680 | +7% | +$224K | |||
| $3.4M | 0% | 59,680 +18,487 | +45% | +$1.05M | |||
| $3.4M | 0% | 36,299 +4,533 | +14% | +$424K | |||
| $3.39M | 0% | 467,589 +39,603 | +9% | +$288K |
