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 | |
|---|---|---|---|---|---|---|---|
| $18.5M | 0% | 1,107,907 +14,462 | +1% | +$241K | |||
| $18.5M | 0% | 298,972 +533 | +0.2% | +$32.9K | |||
| $18.4M | 0% | 259,501 -125 | -0.1% | -$8.88K | |||
| $18.4M | 0% | 759,404 +36,546 | +5% | +$886K | |||
| $18.4M | 0% | 626,298 +438,620 | +234% | +$12.9M | |||
| $18.4M | 0% | 752,856 +240,376 | +47% | +$5.87M | |||
| $18.4M | 0% | 292,444 +44,857 | +18% | +$2.82M | |||
| $18.3M | 0% | 493,941 +104,575 | +27% | +$3.88M | |||
| $18.3M | 0% | 436,023 +221,712 | +103% | +$9.31M | |||
| $18.3M | 0% | 496,491 +100,492 | +25% | +$3.7M | |||
| $18.3M | 0% | 202,950 -3,084 | -2% | -$278K | |||
| $18.2M | 0% | 972,487 | New | +$18.2M | |||
| $18.2M | 0% | 1,131,885 +803 | +0.1% | +$12.9K | |||
| $18.2M | 0% | 1,222,741 -34,392 | -3% | -$512K | |||
| $18.2M | 0% | 550,026 +204,278 | +59% | +$6.76M | |||
| $18.2M | 0% | 316,049 +84,220 | +36% | +$4.85M | |||
| $18.2M | 0% | 726,451 +297,878 | +70% | +$7.45M | |||
| $18.1M | 0% | 1,051,449 +103,684 | +11% | +$1.79M | |||
| $18.1M | 0% | 207,385 +81,239 | +64% | +$7.1M | |||
| $18.1M | 0% | 746,777 +66,875 | +10% | +$1.62M | |||
| $18.1M | 0% | 234,791 +96,886 | +70% | +$7.48M | |||
| $18.1M | 0% | 630,622 +467,148 | +286% | +$13.4M | |||
| $18.1M | 0% | 393,797 +2,378 | +0.6% | +$109K | |||
| $18.1M | 0% | 232,568 -75,072 | -24% | -$5.83M | |||
| $18M | 0% | 1,349,428 +262,126 | +24% | +$3.5M |
