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 | |
|---|---|---|---|---|---|---|---|
| $2.74M | ﹤0.01% | 71,669 -58,746 | -45% | -$2.25M | |||
| $2.74M | ﹤0.01% | 2,491,338 -2,905,619 | -54% | -$3.2M | |||
| $2.74M | ﹤0.01% | 112,985 -381,395 | -77% | -$9.25M | |||
| $2.74M | ﹤0.01% | 109,011 +33,432 | +44% | +$840K | |||
| $2.74M | ﹤0.01% | 163,954 -32,688 | -17% | -$546K | |||
| $2.73M | ﹤0.01% | 335,478 -368,898 | -52% | -$3.01M | |||
| $2.73M | ﹤0.01% | 89,696 -44,824 | -33% | -$1.37M | |||
| $2.73M | ﹤0.01% | 257,503 -18,056 | -7% | -$192K | |||
| $2.73M | ﹤0.01% | 136,078 +2,457 | +2% | +$49.3K | |||
| $2.72M | ﹤0.01% | 57,668 -881 | -2% | -$41.6K | |||
| $2.72M | ﹤0.01% | 60,508 +1,222 | +2% | +$54.9K | |||
| $2.72M | ﹤0.01% | 53,142 -220,334 | -81% | -$11.3M | |||
| $2.71M | ﹤0.01% | 636,674 +487,266 | +326% | +$2.08M | |||
| $2.71M | ﹤0.01% | 261,427 -218,230 | -46% | -$2.26M | |||
| $2.71M | ﹤0.01% | 265,521 -18,147 | -6% | -$185K | |||
| $2.7M | ﹤0.01% | 25,490 +110 | +0.4% | +$11.7K | |||
| $2.7M | ﹤0.01% | 2,284,278 +798,263 | +54% | +$942K | |||
| $2.69M | ﹤0.01% | 272,879 -41,468 | -13% | -$409K | |||
| $2.69M | ﹤0.01% | 533,644 +13,984 | +3% | +$70.5K | |||
| $2.69M | ﹤0.01% | 420,388 -15,455 | -4% | -$98.8K | |||
| $2.68M | ﹤0.01% | 139,201 -14,305 | -9% | -$276K | |||
| $2.68M | ﹤0.01% | 218,258 +182,421 | +509% | +$2.24M | |||
| $2.68M | ﹤0.01% | 61,600 +2,954 | +5% | +$128K | |||
| $2.67M | ﹤0.01% | 58,842 -5,021 | -8% | -$228K | |||
| $2.66M | ﹤0.01% | 25,645 +24,161 | +1,628% | +$2.51M |
