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 | |
|---|---|---|---|---|---|---|---|
| $1.88M | 0% | 68,130 -11,744 | -15% | -$325K | |||
| $1.88M | 0% | 52,033 -67,774 | -57% | -$2.45M | |||
| $1.88M | 0% | 232,219 +11,398 | +5% | +$92.3K | |||
| $1.88M | 0% | 10,909 +5,821 | +114% | +$1M | |||
| $1.88M | 0% | 102,502 -23,309 | -19% | -$427K | |||
| $1.88M | 0% | 22,714 -76,637 | -77% | -$6.33M | |||
| $1.88M | 0% | 249,453 -395,383 | -61% | -$2.97M | |||
| $1.87M | 0% | 144,962 -5,216 | -3% | -$67.4K | |||
| $1.87M | 0% | 299,431 +90,343 | +43% | +$565K | |||
| $1.87M | 0% | 1,140,008 +1,020,493 | +854% | +$1.67M | |||
| $1.87M | 0% | 868,798 +118,408 | +16% | +$255K | |||
| $1.87M | 0% | 202,503 +47,539 | +31% | +$438K | |||
| $1.87M | 0% | 872,248 +69,641 | +9% | +$149K | |||
| $1.87M | 0% | 581,439 -130,442 | -18% | -$419K | |||
| $1.86M | 0% | 21,905 +10,842 | +98% | +$922K | |||
| $1.86M | 0% | 285,521 -26,213 | -8% | -$171K | |||
| $1.85M | 0% | 76,795 -1,255 | -2% | -$30.2K | |||
| $1.85M | 0% | 48,613 +30,220 | +164% | +$1.15M | |||
| $1.85M | 0% | 68,488 +53,749 | +365% | +$1.45M | |||
| $1.84M | 0% | 92,811 -204,190 | -69% | -$4.06M | |||
| $1.84M | 0% | 54,409 +22,601 | +71% | +$765K | |||
| $1.84M | 0% | 42,768 -13,711 | -24% | -$590K | |||
| $1.84M | 0% | 117,435 +86,323 | +277% | +$1.35M | |||
| $1.83M | 0% | 119,960 -55,718 | -32% | -$851K | |||
| $1.83M | 0% | 155,684 +53,726 | +53% | +$631K |
