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 | |
|---|---|---|---|---|---|---|---|
| $3.3M | 0% | 110,565 -30,769 | -22% | -$918K | |||
| $3.3M | 0% | 68,013 -327 | -0.5% | -$15.9K | |||
| $3.3M | 0% | 51,423 +693 | +1% | +$44.4K | |||
| $3.29M | 0% | 71,089 +5,413 | +8% | +$251K | |||
| $3.29M | 0% | 32,525 -32,356 | -50% | -$3.27M | |||
| $3.28M | 0% | 33,839 +10,503 | +45% | +$1.02M | |||
| $3.27M | 0% | 122,457 -101,944 | -45% | -$2.72M | |||
| $3.26M | 0% | 271,568 -155,390 | -36% | -$1.87M | |||
| $3.26M | 0% | 76,182 +5,609 | +8% | +$240K | |||
| $3.26M | 0% | 372,745 +88,358 | +31% | +$773K | |||
| $3.26M | 0% | 23,230 -50,158 | -68% | -$7.04M | |||
| $3.26M | 0% | 216,565 -161,163 | -43% | -$2.42M | |||
| $3.25M | 0% | 160,421 +32,789 | +26% | +$664K | |||
| $3.25M | 0% | 27,387 +7,635 | +39% | +$906K | |||
| $3.24M | 0% | 126,811 -42,333 | -25% | -$1.08M | |||
| $3.24M | 0% | 150,283 +107,800 | +254% | +$2.33M | |||
| $3.24M | 0% | 410,361 -97,965 | -19% | -$773K | |||
| $3.24M | 0% | 51,453 +3,558 | +7% | +$224K | |||
| $3.24M | 0% | 85,021 -40,820 | -32% | -$1.55M | |||
| $3.24M | 0% | 182,363 +62,371 | +52% | +$1.11M | |||
| $3.24M | 0% | 71,147 +1,688 | +2% | +$76.8K | |||
| $3.23M | 0% | 41,264 +2,763 | +7% | +$216K | |||
| $3.23M | 0% | 4,912,859 +2,425,519 | +98% | +$1.59M | |||
| $3.22M | 0% | 197,797 +36,467 | +23% | +$594K | |||
| $3.22M | 0% | 15,637 +723 | +5% | +$149K |
