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 | |
|---|---|---|---|---|---|---|---|
| $2.53M | 0% | 258,139 +15,654 | +6% | +$153K | |||
| $2.52M | 0% | 174,583 | New | +$2.52M | |||
| $2.51M | 0% | 42,283 +2,779 | +7% | +$165K | |||
| $2.51M | 0% | 109,108 +6,579 | +6% | +$151K | |||
| $2.51M | 0% | 87,032 +8,848 | +11% | +$255K | |||
| $2.51M | 0% | 593,927 +128,484 | +28% | +$542K | |||
| $2.51M | 0% | 205,886 -1,415,558 | -87% | -$17.2M | |||
| $2.5M | 0% | 229,154 -747,413 | -77% | -$8.15M | |||
| $2.5M | 0% | 98,365 +60,552 | +160% | +$1.54M | |||
| $2.49M | 0% | 675,988 +457,250 | +209% | +$1.69M | |||
| $2.49M | 0% | 92,257 +21,258 | +30% | +$574K | |||
| $2.48M | 0% | 26,234 +8,282 | +46% | +$784K | |||
| $2.47M | 0% | 56,408 +550 | +1% | +$24.1K | |||
| $2.47M | 0% | 543,719 +305,922 | +129% | +$1.39M | |||
| $2.46M | 0% | 113,899 +55,018 | +93% | +$1.19M | |||
| $2.46M | 0% | 2,342,814 -3,394,869 | -59% | -$3.56M | |||
| $2.46M | 0% | 134,641 -18,301 | -12% | -$334K | |||
| $2.46M | 0% | 32,857 +20,529 | +167% | +$1.54M | |||
| $2.46M | 0% | 253,808 -52,348 | -17% | -$507K | |||
| $2.46M | 0% | 571,728 +423,627 | +286% | +$1.82M | |||
| $2.45M | 0% | 42,280 -10,632 | -20% | -$617K | |||
| $2.45M | 0% | 611,528 -54,205 | -8% | -$217K | |||
| $2.45M | 0% | 187,863 -207,924 | -53% | -$2.71M | |||
| $2.45M | 0% | 106,328 -30,969 | -23% | -$713K | |||
| $2.44M | 0% | 208,716 -138,485 | -40% | -$1.62M |
