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 | |
|---|---|---|---|---|---|---|---|
| $2.16M | 0% | 1,632,769 -176,235 | -10% | -$233K | |||
| $2.15M | 0% | 245,930 +194,796 | +381% | +$1.7M | |||
| $2.15M | 0% | 53,499 -13,884 | -21% | -$558K | |||
| $2.15M | 0% | 90,160 -533 | -0.6% | -$12.7K | |||
| $2.15M | 0% | 112,965 +4,123 | +4% | +$78.5K | |||
| $2.14M | 0% | 14,136 +483 | +4% | +$73.3K | |||
| $2.14M | 0% | 49,638 -15,105 | -23% | -$652K | |||
| $2.14M | 0% | 65,038 +960 | +2% | +$31.6K | |||
| $2.14M | 0% | 49,213 +2,034 | +4% | +$88.3K | |||
| $2.14M | 0% | 27,913 +4,028 | +17% | +$308K | |||
| $2.13M | 0% | 36,827 -1,272 | -3% | -$73.6K | |||
| $2.13M | 0% | 534,579 +52,386 | +11% | +$208K | |||
| $2.13M | 0% | 171,671 +32,786 | +24% | +$406K | |||
| $2.12M | 0% | 53,705 +576 | +1% | +$22.8K | |||
| $2.12M | 0% | 97,695 -12,985 | -12% | -$282K | |||
| $2.11M | 0% | 190,299 -17,359 | -8% | -$193K | |||
| $2.11M | 0% | 216,419 +77,321 | +56% | +$755K | |||
| $2.11M | 0% | 278,819 +43,106 | +18% | +$326K | |||
| $2.11M | 0% | 225,557 +40,388 | +22% | +$378K | |||
| $2.11M | 0% | 35,369 +1,381 | +4% | +$82.2K | |||
| $2.1M | 0% | 92,063 +60,761 | +194% | +$1.39M | |||
| $2.1M | 0% | 387,079 -182,947 | -32% | -$992K | |||
| $2.1M | 0% | 52,338 -9,024 | -15% | -$362K | |||
| $2.1M | 0% | 932,021 -1,716,119 | -65% | -$3.86M | |||
| $2.09M | 0% | 52,390 +12,293 | +31% | +$491K |
