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 | |
|---|---|---|---|---|---|---|---|
| $1.5M | 0% | 33,886 -142,560 | -81% | -$6.32M | |||
| $1.5M | 0% | 21,923 -506 | -2% | -$34.7K | |||
| $1.5M | 0% | 16,162 -323 | -2% | -$30K | |||
| $1.5M | 0% | 74,980 -13,008 | -15% | -$260K | |||
| $1.5M | 0% | 524,162 -9,962 | -2% | -$28.5K | |||
| $1.49M | 0% | 345,658 +288,762 | +508% | +$1.25M | |||
| $1.49M | 0% | 635,083 +566,411 | +825% | +$1.33M | |||
| $1.49M | 0% | 47,828 +18,426 | +63% | +$574K | |||
| $1.49M | 0% | 196,440 -85,233 | -30% | -$646K | |||
| $1.49M | 0% | 165,927 +16,599 | +11% | +$149K | |||
| $1.49M | 0% | 23,381 -4,116 | -15% | -$262K | |||
| $1.49M | 0% | 64,289 +1,224 | +2% | +$28.3K | |||
| $1.48M | 0% | 102,118 -370,166 | -78% | -$5.36M | |||
| $1.48M | 0% | 1,368,766 +237,010 | +21% | +$256K | |||
| $1.48M | 0% | 203,207 +90,022 | +80% | +$654K | |||
| $1.48M | 0% | 258,601 +214,038 | +480% | +$1.22M | |||
| $1.48M | 0% | 247,231 -114,341 | -32% | -$683K | |||
| $1.47M | 0% | 1,302,656 +430,281 | +49% | +$486K | |||
| $1.47M | 0% | 149,331 -262 | -0.2% | -$2.57K | |||
| $1.47M | 0% | 116,164 -13,966 | -11% | -$176K | |||
| $1.47M | 0% | 138,864 -15,040 | -10% | -$159K | |||
| $1.46M | 0% | 34,523 +23,688 | +219% | +$1M | |||
| $1.46M | 0% | 20,827 +2,566 | +14% | +$179K | |||
| $1.45M | 0% | 249,905 -3,425 | -1% | -$19.9K | |||
| $1.45M | 0% | 1,036,080 -71,714 | -6% | -$100K |
