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 | |
|---|---|---|---|---|---|---|---|
| $2.84M | 0% | 287,310 -13,419 | -4% | -$133K | |||
| $2.84M | 0% | 57,032 -2,171 | -4% | -$108K | |||
| $2.83M | 0% | 158,323 -227,509 | -59% | -$4.07M | |||
| $2.83M | 0% | 91,394 | New | +$2.83M | |||
| $2.83M | 0% | 103,897 +99,627 | +2,333% | +$2.71M | |||
| $2.83M | 0% | 198,331 -350,747 | -64% | -$5M | |||
| $2.83M | 0% | 285,012 +171,161 | +150% | +$1.7M | |||
| $2.83M | 0% | 62,474 -20,484 | -25% | -$926K | |||
| $2.82M | 0% | 110,136 | New | +$2.82M | |||
| $2.82M | 0% | 174,040 -541,221 | -76% | -$8.77M | |||
| $2.82M | 0% | 126,299 +25,662 | +26% | +$573K | |||
| $2.82M | 0% | 181,093 -10,345 | -5% | -$161K | |||
| $2.82M | 0% | 579,396 -10,825 | -2% | -$52.6K | |||
| $2.81M | 0% | 69,125 +6,265 | +10% | +$255K | |||
| $2.81M | 0% | 344,728 +216,098 | +168% | +$1.76M | |||
| $2.79M | 0% | 129,694 -451,648 | -78% | -$9.71M | |||
| $2.79M | 0% | 83,542 +17,467 | +26% | +$583K | |||
| $2.78M | 0% | 64,663 -102,014 | -61% | -$4.39M | |||
| $2.78M | 0% | 307,422 +195,163 | +174% | +$1.77M | |||
| $2.78M | 0% | 161,278 +2,582 | +2% | +$44.5K | |||
| $2.78M | 0% | 248,507 -268,534 | -52% | -$3M | |||
| $2.77M | 0% | 80,532 -165,836 | -67% | -$5.71M | |||
| $2.77M | 0% | 2,411,441 -1,622,837 | -40% | -$1.87M | |||
| $2.77M | 0% | 114,954 -3,087 | -3% | -$74.4K | |||
| $2.75M | 0% | 39,365 +10,006 | +34% | +$698K |
