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 | |
|---|---|---|---|---|---|---|---|
| $20.2M | 0% | 1,806,186 +91,754 | +5% | +$1.03M | |||
| $20.2M | 0% | 3,358,291 +1,429,958 | +74% | +$8.61M | |||
| $20.2M | 0% | 152,688 -9,269 | -6% | -$1.23M | |||
| $20.2M | 0% | 4,901,055 +3,291,530 | +205% | +$13.6M | |||
| $20.2M | 0% | 257,779 +8,977 | +4% | +$703K | |||
| $20.2M | 0% | 1,153,556 +515,095 | +81% | +$9M | |||
| $20.1M | 0% | 5,420,396 +810,503 | +18% | +$3.01M | |||
| $20.1M | 0% | 563,588 +12,521 | +2% | +$447K | |||
| $20M | 0% | 561,103 -2,644 | -0.5% | -$94.3K | |||
| $19.9M | 0% | 1,270,830 +262,641 | +26% | +$4.12M | |||
| $19.9M | 0% | 1,827,110 -25,867 | -1% | -$282K | |||
| $19.9M | 0% | 1,106,233 +671,693 | +155% | +$12.1M | |||
| $19.9M | 0% | 1,383,158 -157,913 | -10% | -$2.27M | |||
| $19.9M | 0% | 354,932 +1,512 | +0.4% | +$84.7K | |||
| $19.9M | 0% | 956,910 -221,736 | -19% | -$4.6M | |||
| $19.9M | 0% | 503,500 +25,010 | +5% | +$987K | |||
| $19.8M | 0% | 1,118,120 +77,116 | +7% | +$1.37M | |||
| $19.8M | 0% | 4,081,338 +2,718,201 | +199% | +$13.2M | |||
| $19.7M | 0% | 447,757 +55,651 | +14% | +$2.45M | |||
| $19.7M | 0% | 522,078 +241,696 | +86% | +$9.13M | |||
| $19.7M | 0% | 217,887 -34,085 | -14% | -$3.09M | |||
| $19.7M | 0% | 790,441 -444,127 | -36% | -$11.1M | |||
| $19.7M | 0% | 1,409,146 +704,952 | +100% | +$9.86M | |||
| $19.7M | 0% | 61,219 -59,339 | -49% | -$19.1M | |||
| $19.6M | 0% | 147,169 +32,824 | +29% | +$4.38M |
