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 | |
|---|---|---|---|---|---|---|---|
| $18M | 0% | 2,403,186 +2,162,834 | +900% | +$16.2M | |||
| $18M | 0% | 4,340,680 -410,794 | -9% | -$1.7M | |||
| $17.9M | 0% | 480,740 +187,157 | +64% | +$6.98M | |||
| $17.9M | 0% | 120,144 -25,074 | -17% | -$3.74M | |||
| $17.9M | 0% | 592,227 +210,774 | +55% | +$6.37M | |||
| $17.9M | 0% | 1,124,153 +507,441 | +82% | +$8.07M | |||
| $17.9M | 0% | 590,033 -2,368 | -0.4% | -$71.7K | |||
| $17.9M | 0% | 434,729 +58,468 | +16% | +$2.4M | |||
| $17.9M | 0% | 307,339 -22,818 | -7% | -$1.33M | |||
| $17.8M | 0% | 172,233 -35,085 | -17% | -$3.63M | |||
| $17.7M | 0% | 408,084 -533,544 | -57% | -$23.2M | |||
| $17.7M | 0% | 65,101 -26,367 | -29% | -$7.18M | |||
| $17.7M | 0% | 684,308 -133,234 | -16% | -$3.45M | |||
| $17.7M | 0% | 264,390 -330,420 | -56% | -$22.1M | |||
| $17.7M | 0% | 373,514 +98,125 | +36% | +$4.65M | |||
| $17.7M | 0% | 597,995 +392,089 | +190% | +$11.6M | |||
| $17.6M | 0% | 207,987 +3,665 | +2% | +$311K | |||
| $17.6M | 0% | 267,575 -89,013 | -25% | -$5.86M | |||
| $17.6M | 0% | 370,308 +43,336 | +13% | +$2.06M | |||
| $17.6M | 0% | 510,713 -11,760 | -2% | -$405K | |||
| $17.6M | 0% | 3,651,112 +1,619,668 | +80% | +$7.81M | |||
| $17.6M | 0% | 1,444,822 +1,194,568 | +477% | +$14.5M | |||
| $17.6M | 0% | 741,330 +277,928 | +60% | +$6.59M | |||
| $17.6M | 0% | 236,976 +149,562 | +171% | +$11.1M | |||
| $17.6M | 0% | 1,056,850 -184,425 | -15% | -$3.06M |
