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 | |
|---|---|---|---|---|---|---|---|
| $21.4M | 0% | 207,018 +16,183 | +8% | +$1.67M | |||
| $21.4M | 0% | 621,271 +135,560 | +28% | +$4.67M | |||
| $21.4M | 0% | 624,116 -13,942 | -2% | -$478K | |||
| $21.3M | 0% | 744,873 -94,368 | -11% | -$2.7M | |||
| $21.3M | 0% | 1,285,888 +84,072 | +7% | +$1.39M | |||
| $21.3M | 0% | 781,103 -2,622 | -0.3% | -$71.6K | |||
| $21.3M | 0% | 463,723 +62,145 | +15% | +$2.85M | |||
| $21.2M | 0% | 390,406 +118,523 | +44% | +$6.45M | |||
| $21.2M | 0% | 1,883,176 +1,170 | +0.1% | +$13.2K | |||
| $21.2M | 0% | 440,939 +3,328 | +0.8% | +$160K | |||
| $21.1M | 0% | 463,775 +74,917 | +19% | +$3.41M | |||
| $21.1M | 0% | 678,035 +480,054 | +242% | +$14.9M | |||
| $21.1M | 0% | 648,757 +239,708 | +59% | +$7.79M | |||
| $21.1M | 0% | 1,715,778 +686,957 | +67% | +$8.44M | |||
| $21.1M | 0% | 498,580 -10,390 | -2% | -$439K | |||
| $21.1M | 0% | 309,186 +124,619 | +68% | +$8.49M | |||
| $21M | 0% | 365,180 +5,456 | +2% | +$314K | |||
| $21M | 0% | 165,564 -132,902 | -45% | -$16.9M | |||
| $21M | 0% | 106,545 +39,561 | +59% | +$7.78M | |||
| $20.9M | 0% | 1,452,837 -78,453 | -5% | -$1.13M | |||
| $20.9M | 0% | 221,328 +116,481 | +111% | +$11M | |||
| $20.9M | 0% | 415,136 +23,855 | +6% | +$1.2M | |||
| $20.8M | 0% | 1,433,470 +1,109,087 | +342% | +$16.1M | |||
| $20.8M | 0% | 685,043 -300,497 | -30% | -$9.11M | |||
| $20.8M | 0% | 302,478 +214,873 | +245% | +$14.8M |
