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 | |
|---|---|---|---|---|---|---|---|
| $2.01M | 0% | 186,183 -142,527 | -43% | -$1.54M | |||
| $2.01M | 0% | 65,742 +58,835 | +852% | +$1.8M | |||
| $2.01M | 0% | 384,416 +34,426 | +10% | +$180K | |||
| $2.01M | 0% | 54,814 -5,414 | -9% | -$198K | |||
| $2M | 0% | 149,207 -11,430 | -7% | -$153K | |||
| $1.99M | 0% | 91,018 -6,356 | -7% | -$139K | |||
| $1.98M | 0% | 39,539 +2,491 | +7% | +$125K | |||
| $1.98M | 0% | 125,941 -128,282 | -50% | -$2.02M | |||
| $1.98M | 0% | 300,440 -72,832 | -20% | -$480K | |||
| $1.98M | 0% | 138,740 -12,996 | -9% | -$185K | |||
| $1.97M | 0% | 105,304 | New | +$1.97M | |||
| $1.97M | 0% | 87,482 -82,879 | -49% | -$1.87M | |||
| $1.97M | 0% | 125,775 +26,490 | +27% | +$416K | |||
| $1.97M | 0% | 68,718 +29,146 | +74% | +$837K | |||
| $1.97M | 0% | 136,509 +48,764 | +56% | +$705K | |||
| $1.97M | 0% | 879,792 -553,073 | -39% | -$1.24M | |||
| $1.97M | 0% | 179,023 +26,719 | +18% | +$293K | |||
| $1.96M | 0% | 114,631 -2,383 | -2% | -$40.8K | |||
| $1.96M | 0% | 76,600 -57,270 | -43% | -$1.47M | |||
| $1.96M | 0% | 88,665 -17,554 | -17% | -$388K | |||
| $1.96M | 0% | 75,686 -306,195 | -80% | -$7.92M | |||
| $1.96M | 0% | 87,911 -28,522 | -25% | -$634K | |||
| $1.95M | 0% | 37,145 +16,102 | +77% | +$846K | |||
| $1.95M | 0% | 28,074 +3,577 | +15% | +$249K | |||
| $1.95M | 0% | 268,758 -10,103 | -4% | -$73.2K |
