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 | |
|---|---|---|---|---|---|---|---|
| $19M | 0% | 616,830 -18,302 | -3% | -$564K | |||
| $19M | 0% | 1,176,878 -584,162 | -33% | -$9.43M | |||
| $19M | 0% | 934,949 +39,188 | +4% | +$795K | |||
| $19M | 0% | 497,416 +326,533 | +191% | +$12.4M | |||
| $18.9M | 0% | 213,805 +16,345 | +8% | +$1.45M | |||
| $18.9M | 0% | 116,926 +24,906 | +27% | +$4.03M | |||
| $18.9M | 0% | 1,342,708 +240,279 | +22% | +$3.38M | |||
| $18.9M | 0% | 160,862 +16,097 | +11% | +$1.89M | |||
| $18.8M | 0% | 802,088 -76,408 | -9% | -$1.79M | |||
| $18.8M | 0% | 680,717 -3,483 | -0.5% | -$96K | |||
| $18.8M | 0% | 122,423 +1,092 | +0.9% | +$167K | |||
| $18.7M | 0% | 210,365 +54,520 | +35% | +$4.86M | |||
| $18.7M | 0% | 2,122,512 +793,929 | +60% | +$7.01M | |||
| $18.7M | 0% | 146,166 -6,873 | -4% | -$881K | |||
| $18.7M | 0% | 194,527 +14,417 | +8% | +$1.38M | |||
| $18.6M | 0% | 1,633,942 -59,709 | -4% | -$681K | |||
| $18.6M | 0% | 420,889 -263,396 | -38% | -$11.6M | |||
| $18.6M | 0% | 3,104,130 +2,890,196 | +1,351% | +$17.3M | |||
| $18.6M | 0% | 316,847 +129,492 | +69% | +$7.6M | |||
| $18.6M | 0% | 549,858 -184,731 | -25% | -$6.24M | |||
| $18.6M | 0% | 1,663,802 +1,589,237 | +2,131% | +$17.7M | |||
| $18.5M | 0% | 917,742 -60,775 | -6% | -$1.23M | |||
| $18.5M | 0% | 1,443,947 -19,561 | -1% | -$251K | |||
| $18.5M | 0% | 212,429 -39,925 | -16% | -$3.48M | |||
| $18.5M | 0% | 1,014,721 +573,487 | +130% | +$10.5M |
