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 | |
|---|---|---|---|---|---|---|---|
| $3.39M | 0% | 79,041 +33,284 | +73% | +$1.43M | |||
| $3.39M | 0% | 2,900,155 +879,092 | +44% | +$1.03M | |||
| $3.39M | 0% | 84,695 -17,978 | -18% | -$719K | |||
| $3.39M | 0% | 1,002,180 -827,604 | -45% | -$2.8M | |||
| $3.39M | 0% | 76,934 +47,827 | +164% | +$2.1M | |||
| $3.38M | 0% | 77,004 -7,005 | -8% | -$308K | |||
| $3.38M | 0% | 558,820 +318,017 | +132% | +$1.92M | |||
| $3.37M | 0% | 158,602 +121,564 | +328% | +$2.58M | |||
| $3.37M | 0% | 198,151 +65,064 | +49% | +$1.11M | |||
| $3.37M | 0% | 310,897 +22,468 | +8% | +$244K | |||
| $3.37M | 0% | 21,332 -31,560 | -60% | -$4.99M | |||
| $3.36M | 0% | 76,616 +1,047 | +1% | +$46K | |||
| $3.36M | 0% | 149,599 -61,988 | -29% | -$1.39M | |||
| $3.35M | 0% | 33,968 +1,373 | +4% | +$136K | |||
| $3.35M | 0% | 125,892 -52,475 | -29% | -$1.4M | |||
| $3.34M | 0% | 422,725 +278,111 | +192% | +$2.2M | |||
| $3.34M | 0% | 475,309 -1,563,150 | -77% | -$11M | |||
| $3.32M | 0% | 103,027 -41,153 | -29% | -$1.33M | |||
| $3.32M | 0% | 1,277,469 +365,989 | +40% | +$952K | |||
| $3.31M | 0% | 40,180 +14,611 | +57% | +$1.2M | |||
| $3.3M | 0% | 238,394 +151,662 | +175% | +$2.1M | |||
| $3.3M | 0% | 222,947 +124,777 | +127% | +$1.85M | |||
| $3.3M | 0% | 164,406 -53,520 | -25% | -$1.07M | |||
| $3.3M | 0% | 108,819 -463,025 | -81% | -$14M | |||
| $3.3M | 0% | 65,388 -2,974 | -4% | -$150K |
