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 | |
|---|---|---|---|---|---|---|---|
| $2.35M | 0% | 139,392 +31,683 | +29% | +$534K | |||
| $2.34M | 0% | 137,397 +46,902 | +52% | +$800K | |||
| $2.34M | 0% | 843,193 +266,296 | +46% | +$738K | |||
| $2.33M | 0% | 102,206 -21,365 | -17% | -$487K | |||
| $2.33M | 0% | 181,480 +46,296 | +34% | +$594K | |||
| $2.32M | 0% | 64,491 +11,046 | +21% | +$398K | |||
| $2.32M | 0% | 270,902 +10,849 | +4% | +$93.1K | |||
| $2.32M | 0% | 102,582 -3,195 | -3% | -$72.3K | |||
| $2.32M | 0% | 94,808 +5,430 | +6% | +$133K | |||
| $2.32M | 0% | 321,419 -23,374 | -7% | -$169K | |||
| $2.32M | 0% | 101,965 +10,434 | +11% | +$237K | |||
| $2.32M | 0% | 344,051 +155,854 | +83% | +$1.05M | |||
| $2.31M | 0% | 80,145 +49,015 | +157% | +$1.41M | |||
| $2.31M | 0% | 1,227,002 -594,126 | -33% | -$1.12M | |||
| $2.3M | 0% | 125,202 +47,865 | +62% | +$881K | |||
| $2.3M | 0% | 247,764 -7,496 | -3% | -$69.6K | |||
| $2.3M | 0% | 534,636 +370,321 | +225% | +$1.59M | |||
| $2.3M | 0% | 141,680 -2,416 | -2% | -$39.2K | |||
| $2.29M | 0% | 162,289 +2,916 | +2% | +$41.2K | |||
| $2.29M | 0% | 335,228 -16,777 | -5% | -$115K | |||
| $2.29M | 0% | 254,536 -10,107 | -4% | -$90.8K | |||
| $2.28M | 0% | 375,117 -758,494 | -67% | -$4.61M | |||
| $2.27M | 0% | 93,973 -103,386 | -52% | -$2.5M | |||
| $2.27M | 0% | 104,927 -64,848 | -38% | -$1.4M | |||
| $2.26M | 0% | 111,262 -13,841 | -11% | -$281K |
