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 | |
|---|---|---|---|---|---|---|---|
| $22M | 0% | 152,959 +24,128 | +19% | +$3.47M | |||
| $22M | 0% | 214,807 -6,452 | -3% | -$661K | |||
| $22M | 0% | 699,499 -3,679 | -0.5% | -$116K | |||
| $22M | 0% | 426,428 +3,360 | +0.8% | +$173K | |||
| $21.9M | 0% | 200,728 -11,267 | -5% | -$1.23M | |||
| $21.9M | 0% | 342,830 -15,466 | -4% | -$987K | |||
| $21.8M | 0% | 300,927 +170,911 | +131% | +$12.4M | |||
| $21.8M | 0% | 588,450 +410,625 | +231% | +$15.2M | |||
| $21.8M | 0% | 534,836 +40,022 | +8% | +$1.63M | |||
| $21.8M | 0% | 151,350 +3,934 | +3% | +$566K | |||
| $21.7M | 0% | 216,825 +86,274 | +66% | +$8.65M | |||
| $21.7M | 0% | 1,497,206 -49,275 | -3% | -$714K | |||
| $21.7M | 0% | 1,225,246 +382,495 | +45% | +$6.77M | |||
| $21.7M | 0% | 866,783 +73,788 | +9% | +$1.84M | |||
| $21.6M | 0% | 857,702 +41,469 | +5% | +$1.05M | |||
| $21.6M | 0% | 109,825 -61,485 | -36% | -$12.1M | |||
| $21.6M | 0% | 406,085 +38,499 | +10% | +$2.05M | |||
| $21.6M | 0% | 403,467 +138,506 | +52% | +$7.42M | |||
| $21.6M | 0% | 133,475 -82,186 | -38% | -$13.3M | |||
| $21.6M | 0% | 329,237 -374,645 | -53% | -$24.6M | |||
| $21.6M | 0% | 395,230 +86,320 | +28% | +$4.72M | |||
| $21.5M | 0% | 925,304 -59,187 | -6% | -$1.38M | |||
| $21.5M | 0% | 229,191 +100,189 | +78% | +$9.41M | |||
| $21.4M | 0% | 618,556 -485,578 | -44% | -$16.8M | |||
| $21.4M | 0% | 113,472 -6,072 | -5% | -$1.15M |
