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 | |
|---|---|---|---|---|---|---|---|
| $1.42M | 0% | 40,921 +586 | +1% | +$20.3K | |||
| $1.42M | 0% | 38,393 +22,835 | +147% | +$842K | |||
| $1.42M | 0% | 34,564 +980 | +3% | +$40.1K | |||
| $1.41M | 0% | 107,971 +66,885 | +163% | +$876K | |||
| $1.41M | 0% | 1,216,374 +101,294 | +9% | +$118K | |||
| $1.41M | 0% | 18,219 -116,247 | -86% | -$8.97M | |||
| $1.4M | 0% | 48,074 -6,103 | -11% | -$178K | |||
| $1.4M | 0% | 248,198 -14,083 | -5% | -$79.6K | |||
| $1.4M | 0% | 872,770 +114,918 | +15% | +$184K | |||
| $1.39M | 0% | 32,226 +1,210 | +4% | +$52.4K | |||
| $1.39M | 0% | 11,058 -482 | -4% | -$60.7K | |||
| $1.39M | 0% | 239,930 +131,477 | +121% | +$761K | |||
| $1.39M | 0% | 159,470 +29,112 | +22% | +$253K | |||
| $1.39M | 0% | 70,436 -16,752 | -19% | -$330K | |||
| $1.39M | 0% | 92,388 -155,056 | -63% | -$2.33M | |||
| $1.38M | 0% | 16,823 +16,737 | +19,462% | +$1.38M | |||
| $1.38M | 0% | 539,705 +112,818 | +26% | +$289K | |||
| $1.38M | 0% | 338,726 -83,869 | -20% | -$341K | |||
| $1.38M | 0% | 43,351 +13,127 | +43% | +$417K | |||
| $1.38M | 0% | 59,225 +17,107 | +41% | +$398K | |||
| $1.38M | 0% | 227,868 +111,755 | +96% | +$675K | |||
| $1.37M | 0% | 13,547 +12,672 | +1,448% | +$1.28M | |||
| $1.37M | 0% | 40,243 +4,731 | +13% | +$161K | |||
| $1.37M | 0% | 80,154 -51,588 | -39% | -$879K | |||
| $1.36M | 0% | 35,797 -3,044 | -8% | -$116K |
