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 | |
|---|---|---|---|---|---|---|---|
| $1.36M | 0% | 168,289 +46,174 | +38% | +$373K | |||
| $1.36M | 0% | 27,048 -110,682 | -80% | -$5.56M | |||
| $1.36M | 0% | 130,527 -192,819 | -60% | -$2.01M | |||
| $1.36M | 0% | 510,232 -1,037,521 | -67% | -$2.76M | |||
| $1.35M | 0% | 1,228,867 -157,552 | -11% | -$173K | |||
| $1.35M | 0% | 457,492 +343,419 | +301% | +$1.01M | |||
| $1.34M | 0% | 50,679 +3,528 | +7% | +$93.1K | |||
| $1.33M | 0% | 67,905 +4,562 | +7% | +$89.6K | |||
| $1.33M | 0% | 73,018 -1,115 | -2% | -$20.3K | |||
| $1.33M | 0% | 52,986 +50,062 | +1,712% | +$1.26M | |||
| $1.33M | 0% | 414,295 -821,619 | -66% | -$2.64M | |||
| $1.33M | 0% | 48,051 +645 | +1% | +$17.8K | |||
| $1.33M | 0% | 123,036 -92,573 | -43% | -$1,000K | |||
| $1.32M | 0% | 23,284 +4,469 | +24% | +$254K | |||
| $1.32M | 0% | 13,222 +9,185 | +228% | +$918K | |||
| $1.32M | 0% | 48,865 -40,767 | -45% | -$1.1M | |||
| $1.32M | 0% | 129,846 -10,898 | -8% | -$111K | |||
| $1.32M | 0% | 115,417 +12,738 | +12% | +$145K | |||
| $1.32M | 0% | 19,569 -28,537 | -59% | -$1.92M | |||
| $1.31M | 0% | 87,396 -7,647 | -8% | -$115K | |||
| $1.31M | 0% | 111,191 -16,584 | -13% | -$195K | |||
| $1.31M | 0% | 36,931 +12,985 | +54% | +$460K | |||
| $1.3M | 0% | 281,558 -34,294 | -11% | -$159K | |||
| $1.3M | 0% | 16,539 +10,577 | +177% | +$832K | |||
| $1.3M | 0% | 102,714 +76,881 | +298% | +$972K |
