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 | |
|---|---|---|---|---|---|---|---|
| $996K | 0% | 76,577 +70,239 | +1,108% | +$914K | |||
| $994K | 0% | 14,229 -56,751 | -80% | -$3.97M | |||
| $994K | 0% | 21,626 -575 | -3% | -$26.4K | |||
| $992K | 0% | 204,580 +76,156 | +59% | +$369K | |||
| $992K | 0% | 21,062 +11,768 | +127% | +$554K | |||
| $991K | 0% | 294,889 +158,443 | +116% | +$532K | |||
| $991K | 0% | 26,064 -4,453 | -15% | -$169K | |||
| $990K | 0% | 62,275 -12,894 | -17% | -$205K | |||
| $988K | 0% | 34,036 -7,986 | -19% | -$232K | |||
| $987K | 0% | 69,036 +62,032 | +886% | +$886K | |||
| $985K | 0% | 124,176 +59,949 | +93% | +$475K | |||
| $976K | 0% | 48,759 -763,841 | -94% | -$15.3M | |||
| $975K | 0% | 78,935 -47,687 | -38% | -$589K | |||
| $975K | 0% | 126,260 +59,510 | +89% | +$459K | |||
| $970K | 0% | 88,064 | New | +$970K | |||
| $966K | 0% | 2,095,340 +1,409,223 | +205% | +$650K | |||
| $965K | 0% | 669,918 -207,024 | -24% | -$298K | |||
| $965K | 0% | 93,382 +2,708 | +3% | +$28K | |||
| $964K | 0% | 1,966,781 +1,518,216 | +338% | +$744K | |||
| $961K | 0% | 115,269 -104,649 | -48% | -$873K | |||
| $958K | 0% | 21,961 +373 | +2% | +$16.3K | |||
| $958K | 0% | 81,631 -12,317 | -13% | -$145K | |||
| $957K | 0% | 27,015 -120,354 | -82% | -$4.26M | |||
| $953K | 0% | 27,665 -27,130 | -50% | -$935K | |||
| $950K | 0% | 145,864 +33,983 | +30% | +$221K |
