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 | |
|---|---|---|---|---|---|---|---|
| $16.6M | 0% | 321,326 +130,200 | +68% | +$6.71M | |||
| $16.6M | 0% | 368,985 +165,710 | +82% | +$7.43M | |||
| $16.5M | 0% | 1,895,192 +289,704 | +18% | +$2.53M | |||
| $16.5M | 0% | 230,589 +12,781 | +6% | +$914K | |||
| $16.4M | 0% | 378,039 +25,159 | +7% | +$1.09M | |||
| $16.3M | 0% | 186,106 +15,578 | +9% | +$1.36M | |||
| $16.2M | 0% | 593,606 +123,764 | +26% | +$3.39M | |||
| $16.2M | 0% | 210,850 +171,628 | +438% | +$13.2M | |||
| $16.2M | 0% | 133,667 -42,136 | -24% | -$5.12M | |||
| $16.2M | 0% | 1,261,303 +525,916 | +72% | +$6.76M | |||
| $16.1M | 0% | 251,797 +135,266 | +116% | +$8.66M | |||
| $16.1M | 0% | 839,818 -92,877 | -10% | -$1.78M | |||
| $16.1M | 0% | 392,944 -8,905 | -2% | -$365K | |||
| $16.1M | 0% | 224,911 +183,738 | +446% | +$13.1M | |||
| $16M | 0% | 752,638 -197,953 | -21% | -$4.22M | |||
| $16M | 0% | 1,153,178 -1,043,560 | -48% | -$14.5M | |||
| $16M | 0% | 835,692 +209,342 | +33% | +$4.01M | |||
| $16M | 0% | 393,782 +69,201 | +21% | +$2.81M | |||
| $16M | 0% | 417,371 -12,616 | -3% | -$483K | |||
| $16M | 0% | 357,224 +90,581 | +34% | +$4.05M | |||
| $15.9M | 0% | 1,039,382 +42,696 | +4% | +$655K | |||
| $15.9M | 0% | 783,432 -266,344 | -25% | -$5.42M | |||
| $15.9M | 0% | 799,253 -36,037 | -4% | -$718K | |||
| $15.9M | 0% | 761,395 -38,657 | -5% | -$808K | |||
| $15.9M | 0% | 222,659 +40,940 | +23% | +$2.92M |
