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 | |
|---|---|---|---|---|---|---|---|
| $1.1M | 0% | 258,116 -277,704 | -52% | -$1.19M | |||
| $1.1M | 0% | 510,210 +107,813 | +27% | +$233K | |||
| $1.1M | 0% | 18,816 +3,272 | +21% | +$192K | |||
| $1.1M | 0% | 124,727 -26,237 | -17% | -$231K | |||
| $1.1M | 0% | 17,812 -798 | -4% | -$49.1K | |||
| $1.1M | 0% | 326,930 +93,029 | +40% | +$312K | |||
| $1.1M | 0% | 17,094 +2,089 | +14% | +$134K | |||
| $1.09M | 0% | 1,649,923 +258,066 | +19% | +$171K | |||
| $1.09M | 0% | 139,347 +8,283 | +6% | +$65K | |||
| $1.09M | 0% | 49,755 +13,532 | +37% | +$297K | |||
| $1.09M | 0% | 54,267 -11,903 | -18% | -$240K | |||
| $1.09M | 0% | 29,014 +1,533 | +6% | +$57.7K | |||
| $1.09M | 0% | 28,923 +9,445 | +48% | +$356K | |||
| $1.09M | 0% | 336,310 -7,992 | -2% | -$25.9K | |||
| $1.09M | 0% | 111,520 +108,851 | +4,078% | +$1.06M | |||
| $1.09M | 0% | 10,044 +988 | +11% | +$107K | |||
| $1.09M | 0% | 56,888 -7,509 | -12% | -$143K | |||
| $1.08M | 0% | 137,691 +16,967 | +14% | +$134K | |||
| $1.08M | 0% | 4,494 +1,523 | +51% | +$367K | |||
| $1.08M | 0% | 698,393 +123,247 | +21% | +$191K | |||
| $1.08M | 0% | 366,807 -463,590 | -56% | -$1.37M | |||
| $1.08M | 0% | 767,064 -117,454 | -13% | -$166K | |||
| $1.08M | 0% | 210,306 +210,247 | +356,351% | +$1.08M | |||
| $1.08M | 0% | 697,308 -92,983 | -12% | -$144K | |||
| $1.08M | 0% | 72,052 +34,227 | +90% | +$513K |
