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 | |
|---|---|---|---|---|---|---|---|
| $2.25M | ﹤0.01% | 164,346 +71,308 | +77% | +$978K | |||
| $2.25M | ﹤0.01% | 92,058 -98,268 | -52% | -$2.4M | |||
| $2.24M | ﹤0.01% | 34,288 -712 | -2% | -$46.5K | |||
| $2.24M | ﹤0.01% | 76,381 +35,074 | +85% | +$1.03M | |||
| $2.23M | ﹤0.01% | 81,458 -49,494 | -38% | -$1.36M | |||
| $2.23M | ﹤0.01% | 46,913 +46,113 | +5,764% | +$2.19M | |||
| $2.22M | ﹤0.01% | 63,388 +22,412 | +55% | +$786K | |||
| $2.21M | ﹤0.01% | 196,409 +168,650 | +608% | +$1.9M | |||
| $2.21M | ﹤0.01% | 103,796 -15,481 | -13% | -$330K | |||
| $2.2M | ﹤0.01% | 67,085 +171 | +0.3% | +$5.6K | |||
| $2.2M | ﹤0.01% | 445,820 -283,219 | -39% | -$1.4M | |||
| $2.2M | ﹤0.01% | 290,895 -436,780 | -60% | -$3.3M | |||
| $2.2M | ﹤0.01% | 83,323 +8,836 | +12% | +$233K | |||
| $2.19M | ﹤0.01% | 54,012 -23,825 | -31% | -$964K | |||
| $2.18M | ﹤0.01% | 134,388 -15,780 | -11% | -$256K | |||
| $2.18M | ﹤0.01% | 43,287 -623 | -1% | -$31.4K | |||
| $2.18M | ﹤0.01% | 26,003 +2,791 | +12% | +$234K | |||
| $2.18M | ﹤0.01% | 12,531 -162 | -1% | -$28.2K | |||
| $2.18M | ﹤0.01% | 228,420 -2,906 | -1% | -$27.7K | |||
| $2.18M | ﹤0.01% | 25,778 +3,231 | +14% | +$273K | |||
| $2.17M | ﹤0.01% | 10,381 +3,562 | +52% | +$745K | |||
| $2.17M | ﹤0.01% | 35,599 +11,115 | +45% | +$678K | |||
| $2.16M | ﹤0.01% | 367,445 +4,183 | +1% | +$24.6K | |||
| $2.16M | ﹤0.01% | 150,623 +35,747 | +31% | +$512K | |||
| $2.16M | ﹤0.01% | 243,433 -53,544 | -18% | -$474K |
