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 | |
|---|---|---|---|---|---|---|---|
| $2.93M | 0% | 70,788 -3,704 | -5% | -$154K | |||
| $2.93M | 0% | 242,134 -59,379 | -20% | -$719K | |||
| $2.93M | 0% | 69,113 +47,709 | +223% | +$2.02M | |||
| $2.92M | 0% | 120,988 +83,601 | +224% | +$2.02M | |||
| $2.91M | 0% | 171,670 -3,037 | -2% | -$51.6K | |||
| $2.91M | 0% | 502,531 -29,029 | -5% | -$168K | |||
| $2.91M | 0% | 229,692 +97,987 | +74% | +$1.24M | |||
| $2.91M | 0% | 167,063 -82,247 | -33% | -$1.43M | |||
| $2.9M | 0% | 346,128 -172,866 | -33% | -$1.45M | |||
| $2.9M | 0% | 16,743 +743 | +5% | +$129K | |||
| $2.9M | 0% | 391,262 +381,347 | +3,846% | +$2.83M | |||
| $2.9M | 0% | 37,148 +1,021 | +3% | +$79.7K | |||
| $2.88M | 0% | 36,327 -9,378 | -21% | -$743K | |||
| $2.88M | 0% | 378,424 -147,489 | -28% | -$1.12M | |||
| $2.87M | 0% | 1,065 -83 | -7% | -$224K | |||
| $2.87M | 0% | 92,613 +11,522 | +14% | +$357K | |||
| $2.87M | 0% | 532,535 +171,918 | +48% | +$927K | |||
| $2.87M | 0% | 367,613 -338,663 | -48% | -$2.64M | |||
| $2.87M | 0% | 105,275 | New | +$2.87M | |||
| $2.87M | 0% | 96,409 +14,989 | +18% | +$445K | |||
| $2.86M | 0% | 97,448 -6,925 | -7% | -$203K | |||
| $2.86M | 0% | 83,572 +2,740 | +3% | +$93.7K | |||
| $2.85M | 0% | 364,019 -28,710 | -7% | -$225K | |||
| $2.84M | 0% | 79,216 -3,826 | -5% | -$137K | |||
| $2.84M | 0% | 87,879 +66,923 | +319% | +$2.16M |
