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 | |
|---|---|---|---|---|---|---|---|
| $2.66M | 0% | 233,366 -3,127 | -1% | -$35.7K | |||
| $2.66M | 0% | 86,596 -8,873 | -9% | -$272K | |||
| $2.66M | 0% | 33,667 -912 | -3% | -$71.9K | |||
| $2.65M | 0% | 127,843 +33,789 | +36% | +$700K | |||
| $2.65M | 0% | 84,619 +71,826 | +561% | +$2.25M | |||
| $2.65M | 0% | 43,738 +22,024 | +101% | +$1.33M | |||
| $2.65M | 0% | 143,859 +5,533 | +4% | +$102K | |||
| $2.64M | 0% | 715,740 -73,384 | -9% | -$271K | |||
| $2.64M | 0% | 38,387 -140 | -0.4% | -$9.63K | |||
| $2.64M | 0% | 182,289 +67,457 | +59% | +$976K | |||
| $2.64M | 0% | 82,473 +4,348 | +6% | +$139K | |||
| $2.63M | 0% | 574,008 +50,961 | +10% | +$234K | |||
| $2.63M | 0% | 46,887 -2,524 | -5% | -$142K | |||
| $2.63M | 0% | 193,843 +143,776 | +287% | +$1.95M | |||
| $2.63M | 0% | 380,905 +235,169 | +161% | +$1.62M | |||
| $2.63M | 0% | 241,976 +2,753 | +1% | +$29.9K | |||
| $2.62M | 0% | 175,600 +16,871 | +11% | +$252K | |||
| $2.62M | 0% | 167,488 +92,937 | +125% | +$1.45M | |||
| $2.62M | 0% | 117,275 -159,915 | -58% | -$3.57M | |||
| $2.62M | 0% | 281,711 +134,708 | +92% | +$1.25M | |||
| $2.62M | 0% | 65,196 +3,643 | +6% | +$146K | |||
| $2.61M | 0% | 108,958 -8,784 | -7% | -$210K | |||
| $2.61M | 0% | 145,356 -8,755 | -6% | -$157K | |||
| $2.61M | 0% | 207,334 -14,607 | -7% | -$184K | |||
| $2.6M | 0% | 442,359 +316,046 | +250% | +$1.86M |
