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 | |
|---|---|---|---|---|---|---|---|
| $2.6M | 0% | 965,852 +479,240 | +98% | +$1.29M | |||
| $2.6M | 0% | 36,376 +5,394 | +17% | +$385K | |||
| $2.59M | 0% | 89,324 -64,418 | -42% | -$1.87M | |||
| $2.59M | 0% | 169,967 -12,738 | -7% | -$194K | |||
| $2.59M | 0% | 36,666 +965 | +3% | +$68.1K | |||
| $2.58M | 0% | 60,137 +59,745 | +15,241% | +$2.57M | |||
| $2.58M | 0% | 151,164 -75,016 | -33% | -$1.28M | |||
| $2.58M | 0% | 117,947 -154,484 | -57% | -$3.38M | |||
| $2.58M | 0% | 933,106 +531,448 | +132% | +$1.47M | |||
| $2.57M | 0% | 104,296 +76,730 | +278% | +$1.89M | |||
| $2.57M | 0% | 249,425 +16,368 | +7% | +$169K | |||
| $2.56M | 0% | 194,388 +106,063 | +120% | +$1.4M | |||
| $2.56M | 0% | 77,166 +1,215 | +2% | +$40.3K | |||
| $2.55M | 0% | 211,664 -6,162 | -3% | -$74.4K | |||
| $2.55M | 0% | 161,784 -20,856 | -11% | -$329K | |||
| $2.55M | 0% | 99,474 +12,519 | +14% | +$321K | |||
| $2.55M | 0% | 214,300 +47,404 | +28% | +$565K | |||
| $2.55M | 0% | 434,030 +121,174 | +39% | +$711K | |||
| $2.54M | 0% | 62,661 -1,517 | -2% | -$61.4K | |||
| $2.53M | 0% | 63,657 -78,349 | -55% | -$3.12M | |||
| $2.53M | 0% | 57,721 -2,285 | -4% | -$100K | |||
| $2.53M | 0% | 278,824 +65,056 | +30% | +$591K | |||
| $2.53M | 0% | 33,976 -26,954 | -44% | -$2.01M | |||
| $2.53M | 0% | 87,916 -40,822 | -32% | -$1.17M | |||
| $2.53M | 0% | 880,599 -1,349,838 | -61% | -$3.87M |
