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 | |
|---|---|---|---|---|---|---|---|
| $1.08M | 0% | 33,619 +20,963 | +166% | +$672K | |||
| $1.08M | 0% | 290,654 -9,175 | -3% | -$34K | |||
| $1.08M | 0% | 623,246 +92,072 | +17% | +$159K | |||
| $1.08M | 0% | 24,534 -7,070 | -22% | -$310K | |||
| $1.08M | 0% | 73,879 +21,344 | +41% | +$311K | |||
| $1.08M | 0% | 186,383 -15,589 | -8% | -$89.9K | |||
| $1.08M | 0% | 14,570 +4,471 | +44% | +$330K | |||
| $1.07M | 0% | 137,315 +1,067 | +0.8% | +$8.33K | |||
| $1.07M | 0% | 172,343 -242,300 | -58% | -$1.5M | |||
| $1.07M | 0% | 26,097 +8,357 | +47% | +$342K | |||
| $1.06M | 0% | 133,880 +35,679 | +36% | +$284K | |||
| $1.06M | 0% | 844,082 +714,742 | +553% | +$901K | |||
| $1.06M | 0% | 26,153 +14,508 | +125% | +$590K | |||
| $1.06M | 0% | 5,984 +3,810 | +175% | +$677K | |||
| $1.06M | 0% | 46,222 -24,358 | -35% | -$560K | |||
| $1.06M | 0% | 81,757 +46,885 | +134% | +$609K | |||
| $1.06M | 0% | 121,408 -171,321 | -59% | -$1.49M | |||
| $1.06M | 0% | 187,094 +30,288 | +19% | +$171K | |||
| $1.06M | 0% | 73,483 -996,726 | -93% | -$14.3M | |||
| $1.05M | 0% | 83,520 -6,494 | -7% | -$82K | |||
| $1.05M | 0% | 81,402 -34,906 | -30% | -$452K | |||
| $1.05M | 0% | 67,843 +1,026 | +2% | +$15.9K | |||
| $1.05M | 0% | 784,762 -267,972 | -25% | -$359K | |||
| $1.05M | 0% | 94,013 -5,241 | -5% | -$58.4K | |||
| $1.05M | 0% | 14,596 +2,426 | +20% | +$174K |
