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 | 20.05% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.04% |
| 5 | Industrials | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $26.7M | 0% | 2,519,240 +29,997 | +1% | +$317K | |||
| $26.6M | 0% | 1,468,240 +1,078,443 | +277% | +$19.6M | |||
| $26.6M | 0% | 259,325 -136,702 | -35% | -$14M | |||
| $26.5M | 0% | 323,605 +14,007 | +5% | +$1.15M | |||
| $26.5M | 0% | 1,079,136 +46,711 | +5% | +$1.15M | |||
| $26.5M | 0% | 2,193,020 +852,599 | +64% | +$10.3M | |||
| $26.4M | 0% | 416,097 +223,585 | +116% | +$14.2M | |||
| $26.4M | 0% | 1,774,328 -1,518,225 | -46% | -$22.6M | |||
| $26.3M | 0% | 1,945,923 +256,267 | +15% | +$3.47M | |||
| $26.2M | 0% | 830,322 +152,479 | +22% | +$4.82M | |||
| $26.2M | 0% | 1,207,836 +213,537 | +21% | +$4.64M | |||
| $26.2M | 0% | 701,909 +160,623 | +30% | +$6M | |||
| $26.1M | 0% | 296,799 +17,879 | +6% | +$1.58M | |||
| $26.1M | 0% | 527,760 | New | +$26.1M | |||
| $26.1M | 0% | 790,412 +413,650 | +110% | +$13.7M | |||
| $26.1M | 0% | 383,040 -58,367 | -13% | -$3.98M | |||
| $26.1M | 0% | 1,754,562 +92,930 | +6% | +$1.38M | |||
| $26.1M | 0% | 476,381 -617,481 | -56% | -$33.8M | |||
| $26M | 0% | 108,290 -187,972 | -63% | -$45.1M | |||
| $25.9M | 0% | 308,738 -7,839 | -2% | -$658K | |||
| $25.9M | 0% | 268,159 +25,069 | +10% | +$2.42M | |||
| $25.8M | 0% | 212,723 -20,476 | -9% | -$2.48M | |||
| $25.8M | 0% | 210,879 -73,122 | -26% | -$8.94M | |||
| $25.7M | 0% | 246,437 +103,110 | +72% | +$10.7M | |||
| $25.6M | 0% | 2,142,119 +1,234,291 | +136% | +$14.8M |
