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 | |
|---|---|---|---|---|---|---|---|
| $1.45M | 0% | 2,492,230 -372,847 | -13% | -$217K | |||
| $1.45M | 0% | 84,116 +23,552 | +39% | +$406K | |||
| $1.45M | 0% | 55,391 -10,123 | -15% | -$265K | |||
| $1.45M | 0% | 38,975 +15,459 | +66% | +$575K | |||
| $1.45M | 0% | 121,267 -28,297 | -19% | -$338K | |||
| $1.45M | 0% | 125,459 -48,839 | -28% | -$563K | |||
| $1.45M | 0% | 128,919 -8,765 | -6% | -$98.3K | |||
| $1.45M | 0% | 148,305 +52,858 | +55% | +$515K | |||
| $1.45M | 0% | 49,459 +12,244 | +33% | +$358K | |||
| $1.44M | 0% | 172,823 -47,860 | -22% | -$400K | |||
| $1.44M | 0% | 80,811 +40,141 | +99% | +$716K | |||
| $1.44M | 0% | 52,705 +1,648 | +3% | +$45K | |||
| $1.44M | 0% | 66,813 +19,942 | +43% | +$430K | |||
| $1.44M | 0% | 171,548 +107,003 | +166% | +$896K | |||
| $1.43M | 0% | 139,284 +53,317 | +62% | +$549K | |||
| $1.43M | 0% | 42,027 +77 | +0.2% | +$2.63K | |||
| $1.43M | 0% | 245,312 -20,853 | -8% | -$122K | |||
| $1.43M | 0% | 32,656 +2,974 | +10% | +$130K | |||
| $1.43M | 0% | 509,052 -2,381,763 | -82% | -$6.69M | |||
| $1.43M | 0% | 64,608 +21,747 | +51% | +$481K | |||
| $1.43M | 0% | 526,697 -348,747 | -40% | -$947K | |||
| $1.43M | 0% | 67,236 -6,127 | -8% | -$130K | |||
| $1.43M | 0% | 199,569 +6,266 | +3% | +$44.8K | |||
| $1.43M | 0% | 72,351 -12,802 | -15% | -$252K | |||
| $1.43M | 0% | 67,437 +12,367 | +22% | +$261K |
