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 | |
|---|---|---|---|---|---|---|---|
| $17.6M | 0% | 188,836 +38,877 | +26% | +$3.61M | |||
| $17.5M | 0% | 616,209 -28,579 | -4% | -$812K | |||
| $17.5M | 0% | 918,602 +85,661 | +10% | +$1.63M | |||
| $17.5M | 0% | 266,522 -261,699 | -50% | -$17.2M | |||
| $17.5M | 0% | 242,993 +71,765 | +42% | +$5.16M | |||
| $17.5M | 0% | 238,878 +65,227 | +38% | +$4.77M | |||
| $17.5M | 0% | 1,822,128 -48,880 | -3% | -$469K | |||
| $17.5M | 0% | 235,941 -221,283 | -48% | -$16.4M | |||
| $17.5M | 0% | 784,529 +107,805 | +16% | +$2.4M | |||
| $17.4M | 0% | 910,381 +25,123 | +3% | +$479K | |||
| $17.4M | 0% | 94,125 -2,838 | -3% | -$523K | |||
| $17.3M | 0% | 723,685 +15,798 | +2% | +$378K | |||
| $17.3M | 0% | 99,977 +14,775 | +17% | +$2.56M | |||
| $17.3M | 0% | 449,966 +12,080 | +3% | +$464K | |||
| $17.3M | 0% | 327,247 -229,117 | -41% | -$12.1M | |||
| $17.3M | 0% | 250,710 +175,060 | +231% | +$12.1M | |||
| $17.3M | 0% | 276,414 +28,412 | +11% | +$1.78M | |||
| $17.3M | 0% | 114,933 +49,295 | +75% | +$7.4M | |||
| $17.2M | 0% | 648,626 +227,610 | +54% | +$6.04M | |||
| $17.2M | 0% | 339,012 +17,422 | +5% | +$885K | |||
| $17.2M | 0% | 205,789 +2,621 | +1% | +$219K | |||
| $17.2M | 0% | 1,017,830 +227,910 | +29% | +$3.85M | |||
| $17.2M | 0% | 667,164 +581,236 | +676% | +$14.9M | |||
| $17.1M | 0% | 446,138 +10,565 | +2% | +$406K | |||
| $17.1M | 0% | 785,917 +40,481 | +5% | +$881K |
