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 | |
|---|---|---|---|---|---|---|---|
| $1.7M | 0% | 153,505 -137,012 | -47% | -$1.52M | |||
| $1.7M | 0% | 25,505 -68 | -0.3% | -$4.52K | |||
| $1.69M | 0% | 438,767 -1,032,664 | -70% | -$3.98M | |||
| $1.69M | 0% | 144,723 +30,595 | +27% | +$357K | |||
| $1.69M | 0% | 1,060,386 -267,011 | -20% | -$425K | |||
| $1.68M | 0% | 30,191 -2,204 | -7% | -$123K | |||
| $1.68M | 0% | 63,549 -13,962 | -18% | -$368K | |||
| $1.66M | 0% | 150,446 +2,022 | +1% | +$22.3K | |||
| $1.66M | 0% | 44,241 -2,522 | -5% | -$94.8K | |||
| $1.66M | 0% | 39,065 +38,611 | +8,505% | +$1.64M | |||
| $1.66M | 0% | 46,900 +17,227 | +58% | +$610K | |||
| $1.66M | 0% | 79,498 -6,526 | -8% | -$136K | |||
| $1.65M | 0% | 230,912 +14,135 | +7% | +$101K | |||
| $1.65M | 0% | 42,007 +13,301 | +46% | +$522K | |||
| $1.64M | 0% | 88,906 +4,154 | +5% | +$76.8K | |||
| $1.64M | 0% | 48,162 -5,854 | -11% | -$200K | |||
| $1.64M | 0% | 4,129 +843 | +26% | +$335K | |||
| $1.64M | 0% | 245,458 +23,429 | +11% | +$157K | |||
| $1.64M | 0% | 72,342 -5,170 | -7% | -$117K | |||
| $1.64M | 0% | 85,151 +31,291 | +58% | +$602K | |||
| $1.63M | 0% | 60,483 -24,931 | -29% | -$672K | |||
| $1.63M | 0% | 165,872 -1,947,605 | -92% | -$19.1M | |||
| $1.63M | 0% | 22,859 -5,259 | -19% | -$375K | |||
| $1.63M | 0% | 1,043,640 +50,780 | +5% | +$79.2K | |||
| $1.62M | 0% | 20,102 -13,419 | -40% | -$1.08M |
