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 | |
|---|---|---|---|---|---|---|---|
| $19.6M | 0% | 415,325 +81,895 | +25% | +$3.87M | |||
| $19.6M | 0% | 875,725 +436,967 | +100% | +$9.78M | |||
| $19.6M | 0% | 338,925 +191,389 | +130% | +$11M | |||
| $19.5M | 0% | 202,943 -3,279 | -2% | -$315K | |||
| $19.5M | 0% | 1,331,688 -492,522 | -27% | -$7.21M | |||
| $19.4M | 0% | 593,561 +311,925 | +111% | +$10.2M | |||
| $19.4M | 0% | 486,189 +74,735 | +18% | +$2.98M | |||
| $19.3M | 0% | 199,950 +5,878 | +3% | +$569K | |||
| $19.3M | 0% | 2,877,771 +520,314 | +22% | +$3.5M | |||
| $19.3M | 0% | 2,291,097 -304,368 | -12% | -$2.57M | |||
| $19.3M | 0% | 403,236 +4,970 | +1% | +$238K | |||
| $19.3M | 0% | 472,808 +30,396 | +7% | +$1.24M | |||
| $19.3M | 0% | 457,973 -125,099 | -21% | -$5.26M | |||
| $19.2M | 0% | 809,701 +28,822 | +4% | +$685K | |||
| $19.2M | 0% | 623,007 -17,055 | -3% | -$525K | |||
| $19.2M | 0% | 504,811 +54,525 | +12% | +$2.07M | |||
| $19.2M | 0% | 482,526 -62,439 | -11% | -$2.48M | |||
| $19.2M | 0% | 183,106 +12,511 | +7% | +$1.31M | |||
| $19.1M | 0% | 8,461,518 +577,100 | +7% | +$1.3M | |||
| $19.1M | 0% | 1,262,816 +822,681 | +187% | +$12.5M | |||
| $19.1M | 0% | 4,593,971 +815,147 | +22% | +$3.39M | |||
| $19.1M | 0% | 208,764 -74,384 | -26% | -$6.81M | |||
| $19M | 0% | 693,238 +362,892 | +110% | +$9.97M | |||
| $19M | 0% | 3,070,036 -577,101 | -16% | -$3.58M | |||
| $19M | 0% | 1,317,432 +550,169 | +72% | +$7.94M |
