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 | |
|---|---|---|---|---|---|---|---|
| $1.05M | 0% | 92,660 +57,712 | +165% | +$652K | |||
| $1.05M | 0% | 57,894 -21,762 | -27% | -$393K | |||
| $1.04M | 0% | 378,414 -137,860 | -27% | -$380K | |||
| $1.04M | 0% | 385,187 +33,435 | +10% | +$90.3K | |||
| $1.04M | 0% | 51,097 +49,097 | +2,455% | +$999K | |||
| $1.04M | 0% | 71,774 +2,683 | +4% | +$38.8K | |||
| $1.04M | 0% | 28,292 -7,274 | -20% | -$267K | |||
| $1.04M | 0% | 8,172 +6,378 | +356% | +$809K | |||
| $1.03M | 0% | 8,037 | New | +$1.03M | |||
| $1.03M | 0% | 300,725 +267,749 | +812% | +$921K | |||
| $1.03M | 0% | 15,313 +3,245 | +27% | +$219K | |||
| $1.03M | 0% | 168,051 -447,846 | -73% | -$2.75M | |||
| $1.03M | 0% | 113,433 +72,075 | +174% | +$653K | |||
| $1.03M | 0% | 37,711 +12,598 | +50% | +$343K | |||
| $1.02M | 0% | 71,285 -302 | -0.4% | -$4.33K | |||
| $1.02M | 0% | 1,456,161 +1,113,844 | +325% | +$780K | |||
| $1.02M | 0% | 162,554 -12,319 | -7% | -$77K | |||
| $1.01M | 0% | 165,485 -4,235 | -3% | -$26K | |||
| $1.01M | 0% | 65,902 -2,861 | -4% | -$43.9K | |||
| $1.01M | 0% | 133,824 +15,078 | +13% | +$114K | |||
| $1M | 0% | 155,863 -130,434 | -46% | -$839K | |||
| $1M | 0% | 8,775 +5,065 | +137% | +$578K | |||
| $1M | 0% | 93,232 -17,591 | -16% | -$189K | |||
| $1M | 0% | 469,518 -102,230 | -18% | -$218K | |||
| $998K | 0% | 26,600 -11,463 | -30% | -$430K |
