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 | |
|---|---|---|---|---|---|---|---|
| $1.3M | 0% | 12,842 +1,626 | +15% | +$164K | |||
| $1.3M | 0% | 219,180 -138,989 | -39% | -$821K | |||
| $1.29M | 0% | 74,211 +1,172 | +2% | +$20.4K | |||
| $1.29M | 0% | 29,424 +237 | +0.8% | +$10.4K | |||
| $1.28M | 0% | 19,848 +14,898 | +301% | +$961K | |||
| $1.28M | 0% | 59,927 -20,942 | -26% | -$447K | |||
| $1.28M | 0% | 122,590 +374 | +0.3% | +$3.91K | |||
| $1.28M | 0% | 75,140 -24,432 | -25% | -$415K | |||
| $1.27M | 0% | 44,888 +26,187 | +140% | +$744K | |||
| $1.27M | 0% | 37,494 +32,360 | +630% | +$1.1M | |||
| $1.27M | 0% | 50,503 -118,297 | -70% | -$2.98M | |||
| $1.27M | 0% | 48,362 -3,059 | -6% | -$80.4K | |||
| $1.27M | 0% | 11,644 +5,964 | +105% | +$650K | |||
| $1.26M | 0% | 137,167 +19,250 | +16% | +$177K | |||
| $1.26M | 0% | 102,336 +3,968 | +4% | +$49K | |||
| $1.26M | 0% | 52,397 +18,187 | +53% | +$438K | |||
| $1.26M | 0% | 93,840 -16,660 | -15% | -$224K | |||
| $1.26M | 0% | 127,672 -4,136 | -3% | -$40.7K | |||
| $1.25M | 0% | 28,993 -1,335 | -4% | -$57.7K | |||
| $1.25M | 0% | 24,127 +1,106 | +5% | +$57.5K | |||
| $1.25M | 0% | 155,330 -186,748 | -55% | -$1.51M | |||
| $1.25M | 0% | 171,170 -88,014 | -34% | -$643K | |||
| $1.25M | 0% | 19,277 -43,340 | -69% | -$2.81M | |||
| $1.25M | 0% | 10,133 +114 | +1% | +$14K | |||
| $1.24M | 0% | 95,748 -39,604 | -29% | -$514K |
