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 | |
|---|---|---|---|---|---|---|---|
| $2.44M | 0% | 413,766 -407,287 | -50% | -$2.4M | |||
| $2.43M | 0% | 45,048 -4,634 | -9% | -$250K | |||
| $2.43M | 0% | 1,425,855 +304,303 | +27% | +$519K | |||
| $2.43M | 0% | 320,274 -808,321 | -72% | -$6.14M | |||
| $2.43M | 0% | 291,729 +120,022 | +70% | +$1,000K | |||
| $2.42M | 0% | 122,206 -227,342 | -65% | -$4.51M | |||
| $2.42M | 0% | 51,862 -48,426 | -48% | -$2.26M | |||
| $2.42M | 0% | 243,090 -6,515 | -3% | -$65K | |||
| $2.42M | 0% | 167,207 -128,469 | -43% | -$1.86M | |||
| $2.41M | 0% | 32,034 +12,377 | +63% | +$933K | |||
| $2.41M | 0% | 236,239 -24,897 | -10% | -$254K | |||
| $2.41M | 0% | 410,517 +328,398 | +400% | +$1.93M | |||
| $2.41M | 0% | 226,896 +83,070 | +58% | +$881K | |||
| $2.4M | 0% | 48,155 +14,436 | +43% | +$720K | |||
| $2.4M | 0% | 198,748 -146,384 | -42% | -$1.77M | |||
| $2.4M | 0% | 166,647 +166,632 | +1,110,880% | +$2.4M | |||
| $2.38M | 0% | 97,738 +36,583 | +60% | +$890K | |||
| $2.38M | 0% | 1,787,049 -523,001 | -23% | -$696K | |||
| $2.38M | 0% | 114,648 +83,691 | +270% | +$1.73M | |||
| $2.36M | 0% | 215,610 +208,432 | +2,904% | +$2.28M | |||
| $2.36M | 0% | 38,016 -7,194 | -16% | -$446K | |||
| $2.35M | 0% | 429,059 -483,907 | -53% | -$2.65M | |||
| $2.35M | 0% | 46,410 +2,884 | +7% | +$146K | |||
| $2.35M | 0% | 242,753 -9,172 | -4% | -$88.8K | |||
| $2.35M | 0% | 177,607 +136,162 | +329% | +$1.8M |
