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 | |
|---|---|---|---|---|---|---|---|
| $3.03M | 0% | 113,690 +8,060 | +8% | +$215K | |||
| $3.03M | 0% | 244,479 -126,808 | -34% | -$1.57M | |||
| $3.02M | 0% | 124,967 -79,613 | -39% | -$1.93M | |||
| $3.02M | 0% | 297,836 -175,993 | -37% | -$1.78M | |||
| $3.02M | 0% | 40,521 -4,168 | -9% | -$310K | |||
| $3.01M | 0% | 65,763 -28,891 | -31% | -$1.32M | |||
| $3M | 0% | 1,049,161 +1,045,937 | +32,442% | +$2.99M | |||
| $3M | 0% | 1,714,503 +1,187,497 | +225% | +$2.08M | |||
| $3M | 0% | 73,434 -637 | -0.9% | -$26K | |||
| $3M | 0% | 422,713 -90,283 | -18% | -$640K | |||
| $2.99M | 0% | 100,559 -12,738 | -11% | -$379K | |||
| $2.98M | 0% | 279,127 -414,341 | -60% | -$4.42M | |||
| $2.98M | 0% | 1,110,121 +934,653 | +533% | +$2.5M | |||
| $2.97M | 0% | 104,536 -29,569 | -22% | -$839K | |||
| $2.96M | 0% | 25,952 -5,345 | -17% | -$610K | |||
| $2.96M | 0% | 263,280 -24,805 | -9% | -$279K | |||
| $2.96M | 0% | 311,433 -21,578 | -6% | -$205K | |||
| $2.95M | 0% | 221,099 +135,324 | +158% | +$1.81M | |||
| $2.95M | 0% | 144,220 -112,759 | -44% | -$2.31M | |||
| $2.95M | 0% | 186,052 -89,435 | -32% | -$1.42M | |||
| $2.95M | 0% | 45,968 -4,197 | -8% | -$269K | |||
| $2.94M | 0% | 281,223 -217,688 | -44% | -$2.28M | |||
| $2.94M | 0% | 138,981 -1,021 | -0.7% | -$21.6K | |||
| $2.94M | 0% | 125,601 +64,475 | +105% | +$1.51M | |||
| $2.94M | 0% | 150,678 -26,656 | -15% | -$520K |
