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 | |
|---|---|---|---|---|---|---|---|
| $1.83M | 0% | 326,026 +29,730 | +10% | +$167K | |||
| $1.83M | 0% | 88,582 +39,853 | +82% | +$823K | |||
| $1.83M | 0% | 890,347 +22,430 | +3% | +$46K | |||
| $1.82M | 0% | 18,459 -2,256 | -11% | -$223K | |||
| $1.82M | 0% | 32,276 +16,935 | +110% | +$956K | |||
| $1.82M | 0% | 61,546 +36,630 | +147% | +$1.08M | |||
| $1.82M | 0% | 112,040 +85,347 | +320% | +$1.39M | |||
| $1.82M | 0% | 145,089 -7,409 | -5% | -$93K | |||
| $1.82M | 0% | 5,727 -2,079 | -27% | -$661K | |||
| $1.81M | 0% | 194,001 +29,875 | +18% | +$279K | |||
| $1.81M | 0% | 44,484 -580 | -1% | -$23.6K | |||
| $1.81M | 0% | 153,795 -62,089 | -29% | -$730K | |||
| $1.81M | 0% | 111,188 +7,052 | +7% | +$115K | |||
| $1.81M | 0% | 348,771 +9,908 | +3% | +$51.3K | |||
| $1.8M | 0% | 20,501 +814 | +4% | +$71.6K | |||
| $1.8M | 0% | 70,251 -19,397 | -22% | -$497K | |||
| $1.8M | 0% | 66,534 +14,534 | +28% | +$393K | |||
| $1.8M | 0% | 583,501 +305,576 | +110% | +$941K | |||
| $1.8M | 0% | 33,222 +19,097 | +135% | +$1.03M | |||
| $1.79M | 0% | 76,744 +55,509 | +261% | +$1.3M | |||
| $1.79M | 0% | 96,658 -12,162 | -11% | -$225K | |||
| $1.79M | 0% | 616,515 +284,716 | +86% | +$826K | |||
| $1.79M | 0% | 80,460 -3,440 | -4% | -$76.3K | |||
| $1.78M | 0% | 255,051 +116,797 | +84% | +$815K | |||
| $1.78M | 0% | 45,060 -3,843 | -8% | -$152K |
