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 | |
|---|---|---|---|---|---|---|---|
| $3.11M | 0% | 3,106,556 +1,864,611 | +150% | +$1.86M | |||
| $3.11M | 0% | 685,450 +394,631 | +136% | +$1.79M | |||
| $3.1M | 0% | 374,227 +146,795 | +65% | +$1.22M | |||
| $3.1M | 0% | 162,052 +31,377 | +24% | +$601K | |||
| $3.1M | 0% | 173,698 -50 | -0% | -$891 | |||
| $3.09M | 0% | 477,396 +237,283 | +99% | +$1.54M | |||
| $3.09M | 0% | 72,806 +13,949 | +24% | +$592K | |||
| $3.08M | 0% | 4,367,780 +3,393,137 | +348% | +$2.4M | |||
| $3.08M | 0% | 83,786 -86,220 | -51% | -$3.17M | |||
| $3.08M | 0% | 86,820 +13,646 | +19% | +$484K | |||
| $3.07M | 0% | 280,525 +62,793 | +29% | +$688K | |||
| $3.07M | 0% | 144,416 -49,235 | -25% | -$1.05M | |||
| $3.06M | 0% | 178,498 -40,773 | -19% | -$700K | |||
| $3.06M | 0% | 365,682 -136,955 | -27% | -$1.15M | |||
| $3.06M | 0% | 207,418 -79,909 | -28% | -$1.18M | |||
| $3.06M | 0% | 73,008 +37,607 | +106% | +$1.58M | |||
| $3.06M | 0% | 459,309 -216,075 | -32% | -$1.44M | |||
| $3.06M | 0% | 507,886 -23,268 | -4% | -$140K | |||
| $3.06M | 0% | 74,264 +7,411 | +11% | +$305K | |||
| $3.05M | 0% | 834,847 +115,614 | +16% | +$422K | |||
| $3.04M | 0% | 35,221 -15,695 | -31% | -$1.36M | |||
| $3.04M | 0% | 120,082 +21,999 | +22% | +$557K | |||
| $3.04M | 0% | 488,938 -228,287 | -32% | -$1.42M | |||
| $3.03M | 0% | 401,737 +5,991 | +2% | +$45.2K | |||
| $3.03M | 0% | 361,319 -607,115 | -63% | -$5.09M |
