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 | |
|---|---|---|---|---|---|---|---|
| $1.78M | ﹤0.01% | 888,868 -52,390 | -6% | -$105K | |||
| $1.77M | ﹤0.01% | 50,924 +18,598 | +58% | +$646K | |||
| $1.77M | ﹤0.01% | 32,591 +3,608 | +12% | +$195K | |||
| $1.76M | ﹤0.01% | 75,986 +69,624 | +1,094% | +$1.61M | |||
| $1.76M | ﹤0.01% | 2,006,765 +1,237,202 | +161% | +$1.09M | |||
| $1.76M | ﹤0.01% | 81,307 +48,677 | +149% | +$1.05M | |||
| $1.75M | ﹤0.01% | 140,495 -27,758 | -17% | -$346K | |||
| $1.73M | ﹤0.01% | 353,250 +22,434 | +7% | +$110K | |||
| $1.73M | ﹤0.01% | 30,620 +9,740 | +47% | +$552K | |||
| $1.73M | ﹤0.01% | 69,598 +13,803 | +25% | +$344K | |||
| $1.73M | ﹤0.01% | 53,394 +29,754 | +126% | +$965K | |||
| $1.73M | ﹤0.01% | 66,292 -25,901 | -28% | -$676K | |||
| $1.73M | ﹤0.01% | 136,942 +4,439 | +3% | +$56.1K | |||
| $1.73M | ﹤0.01% | 86,027 -18,532 | -18% | -$372K | |||
| $1.73M | ﹤0.01% | 185,425 +18,053 | +11% | +$168K | |||
| $1.72M | ﹤0.01% | 48,799 +1,243 | +3% | +$43.9K | |||
| $1.72M | ﹤0.01% | 412,302 +244,208 | +145% | +$1.02M | |||
| $1.71M | ﹤0.01% | 23,684 +1,082 | +5% | +$78.3K | |||
| $1.71M | ﹤0.01% | 41,247 +3,419 | +9% | +$142K | |||
| $1.71M | ﹤0.01% | 55,510 -11,814 | -18% | -$365K | |||
| $1.71M | ﹤0.01% | 47,446 -38,484 | -45% | -$1.39M | |||
| $1.71M | ﹤0.01% | 113,320 -53,257 | -32% | -$803K | |||
| $1.7M | ﹤0.01% | 80,786 +37,827 | +88% | +$797K | |||
| $1.7M | ﹤0.01% | 176,789 -97,886 | -36% | -$943K | |||
| $1.7M | ﹤0.01% | 109,435 -37,802 | -26% | -$587K |
