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 | |
|---|---|---|---|---|---|---|---|
| $3.2M | 0% | 30,436 +3,331 | +12% | +$350K | |||
| $3.2M | 0% | 586,017 -414,859 | -41% | -$2.27M | |||
| $3.2M | 0% | 48,234 -3,386 | -7% | -$224K | |||
| $3.19M | 0% | 66,116 +21,326 | +48% | +$1.03M | |||
| $3.19M | 0% | 121,355 +74,092 | +157% | +$1.95M | |||
| $3.18M | 0% | 175,212 -250,665 | -59% | -$4.55M | |||
| $3.17M | 0% | 196,324 -31,699 | -14% | -$512K | |||
| $3.17M | 0% | 289,192 -43,168 | -13% | -$474K | |||
| $3.17M | 0% | 80,166 +43,478 | +119% | +$1.72M | |||
| $3.16M | 0% | 100,150 +87,249 | +676% | +$2.76M | |||
| $3.16M | 0% | 130,943 +4,263 | +3% | +$103K | |||
| $3.15M | 0% | 22,898 -19,304 | -46% | -$2.66M | |||
| $3.15M | 0% | 149,151 -238,641 | -62% | -$5.04M | |||
| $3.15M | 0% | 110,324 +94,990 | +619% | +$2.71M | |||
| $3.15M | 0% | 136,399 +10,352 | +8% | +$239K | |||
| $3.14M | 0% | 66,500 -1,592 | -2% | -$75.2K | |||
| $3.14M | 0% | 159,589 +15,649 | +11% | +$308K | |||
| $3.14M | 0% | 228,283 -81,057 | -26% | -$1.11M | |||
| $3.14M | 0% | 382,507 -17,241 | -4% | -$141K | |||
| $3.13M | 0% | 36,188 -4,734 | -12% | -$410K | |||
| $3.13M | 0% | 2,143,110 +1,346,619 | +169% | +$1.97M | |||
| $3.12M | 0% | 737,221 +88,575 | +14% | +$375K | |||
| $3.12M | 0% | 58,021 -35,268 | -38% | -$1.9M | |||
| $3.12M | 0% | 328,118 +39,862 | +14% | +$379K | |||
| $3.11M | 0% | 238,051 +149,322 | +168% | +$1.95M |
