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 | |
|---|---|---|---|---|---|---|---|
| $1.22M | 0% | 403,234 +98,225 | +32% | +$298K | |||
| $1.22M | 0% | 163,064 -180,754 | -53% | -$1.35M | |||
| $1.22M | 0% | 18,042 -205 | -1% | -$13.9K | |||
| $1.21M | 0% | 54,192 +11,625 | +27% | +$260K | |||
| $1.21M | 0% | 98,182 -16,925 | -15% | -$209K | |||
| $1.21M | 0% | 57,728 +15,106 | +35% | +$317K | |||
| $1.21M | 0% | 78,226 -3,553 | -4% | -$54.9K | |||
| $1.21M | 0% | 41,598 -12,627 | -23% | -$366K | |||
| $1.21M | 0% | 51,965 +41,365 | +390% | +$960K | |||
| $1.2M | 0% | 256,361 +33,613 | +15% | +$158K | |||
| $1.2M | 0% | 355,932 +156,622 | +79% | +$529K | |||
| $1.2M | 0% | 243,434 +18,845 | +8% | +$93.1K | |||
| $1.2M | 0% | 105,840 +15,683 | +17% | +$178K | |||
| $1.2M | 0% | 100,137 +5,158 | +5% | +$61.9K | |||
| $1.2M | 0% | 119,955 -26,605 | -18% | -$266K | |||
| $1.2M | 0% | 40,438 +3,048 | +8% | +$90.4K | |||
| $1.2M | 0% | 49,420 -29,288 | -37% | -$711K | |||
| $1.2M | 0% | 15,877 +2,415 | +18% | +$182K | |||
| $1.19M | 0% | 72,799 -133,943 | -65% | -$2.2M | |||
| $1.19M | 0% | 40,323 +23,340 | +137% | +$689K | |||
| $1.19M | 0% | 5,037,183 +4,114,123 | +446% | +$971K | |||
| $1.19M | 0% | 74,213 -71,586 | -49% | -$1.15M | |||
| $1.19M | 0% | 17,585 -7,292 | -29% | -$492K | |||
| $1.19M | 0% | 16,060 -116 | -0.7% | -$8.57K | |||
| $1.19M | 0% | 10,251 -1,336 | -12% | -$155K |
