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 | |
|---|---|---|---|---|---|---|---|
| $1.95M | 0% | 15,060 +257 | +2% | +$33.2K | |||
| $1.94M | 0% | 251,588 +183,097 | +267% | +$1.42M | |||
| $1.94M | 0% | 79,804 +46,058 | +136% | +$1.12M | |||
| $1.94M | 0% | 439,377 +205,978 | +88% | +$908K | |||
| $1.94M | 0% | 1,881,048 +1,571,571 | +508% | +$1.62M | |||
| $1.93M | 0% | 1,080,571 +477,700 | +79% | +$855K | |||
| $1.93M | 0% | 305,879 -32,596 | -10% | -$206K | |||
| $1.93M | 0% | 149,331 -43,002 | -22% | -$555K | |||
| $1.92M | 0% | 47,218 -11,497 | -20% | -$468K | |||
| $1.92M | 0% | 128,034 -7,929 | -6% | -$119K | |||
| $1.91M | 0% | 130,163 +37,006 | +40% | +$544K | |||
| $1.91M | 0% | 89,539 +29,352 | +49% | +$626K | |||
| $1.91M | 0% | 92,041 -117,405 | -56% | -$2.44M | |||
| $1.91M | 0% | 530,903 +359,585 | +210% | +$1.29M | |||
| $1.9M | 0% | 112,076 +10,624 | +10% | +$181K | |||
| $1.9M | 0% | 564,629 -996,389 | -64% | -$3.36M | |||
| $1.9M | 0% | 203,928 -55,769 | -21% | -$520K | |||
| $1.9M | 0% | 123,127 +19,590 | +19% | +$302K | |||
| $1.9M | 0% | 43,278 -4,298 | -9% | -$188K | |||
| $1.89M | 0% | 343,904 -52,241 | -13% | -$288K | |||
| $1.89M | 0% | 34,419 -59,520 | -63% | -$3.28M | |||
| $1.89M | 0% | 41,476 +23,845 | +135% | +$1.09M | |||
| $1.89M | 0% | 15,147 -4,910 | -24% | -$612K | |||
| $1.89M | 0% | 163,545 +14,034 | +9% | +$162K | |||
| $1.88M | 0% | 185,877 +16,374 | +10% | +$166K |
