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 | |
|---|---|---|---|---|---|---|---|
| $2.09M | 0% | 25,591 -453 | -2% | -$37K | |||
| $2.08M | 0% | 252,603 -47,070 | -16% | -$388K | |||
| $2.08M | 0% | 81,411 -29,831 | -27% | -$762K | |||
| $2.08M | 0% | 36,284 +10,476 | +41% | +$600K | |||
| $2.07M | 0% | 211,696 -102,579 | -33% | -$1M | |||
| $2.07M | 0% | 662,875 +148,291 | +29% | +$463K | |||
| $2.07M | 0% | 110,477 -31,723 | -22% | -$594K | |||
| $2.07M | 0% | 257,139 +43,866 | +21% | +$353K | |||
| $2.06M | 0% | 154,501 +44,166 | +40% | +$590K | |||
| $2.06M | 0% | 70,964 -87,392 | -55% | -$2.54M | |||
| $2.06M | 0% | 119,518 +29,682 | +33% | +$512K | |||
| $2.06M | 0% | 66,007 +875 | +1% | +$27.3K | |||
| $2.06M | 0% | 81,425 -133,621 | -62% | -$3.37M | |||
| $2.06M | 0% | 129,031 +24,260 | +23% | +$386K | |||
| $2.05M | 0% | 73,386 +10,861 | +17% | +$304K | |||
| $2.05M | 0% | 141,370 +3,668 | +3% | +$53.1K | |||
| $2.05M | 0% | 275,617 -121,641 | -31% | -$904K | |||
| $2.04M | 0% | 21,767 -357 | -2% | -$33.5K | |||
| $2.04M | 0% | 55,082 +17,568 | +47% | +$650K | |||
| $2.03M | 0% | 203,926 -51,265 | -20% | -$511K | |||
| $2.03M | 0% | 80,731 +17,455 | +28% | +$439K | |||
| $2.03M | 0% | 382,307 -2,083,451 | -85% | -$11.1M | |||
| $2.03M | 0% | 1,178,128 -536,140 | -31% | -$922K | |||
| $2.03M | 0% | 41,732 +2,365 | +6% | +$115K | |||
| $2.01M | 0% | 41,056 -47,814 | -54% | -$2.35M |
