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 | |
|---|---|---|---|---|---|---|---|
| $15.9M | 0% | 492,264 +110,523 | +29% | +$3.57M | |||
| $15.9M | 0% | 179,611 -37,918 | -17% | -$3.35M | |||
| $15.9M | 0% | 1,359,872 -107,001 | -7% | -$1.25M | |||
| $15.9M | 0% | 540,745 +337,358 | +166% | +$9.89M | |||
| $15.7M | 0% | 590,440 -133,063 | -18% | -$3.54M | |||
| $15.7M | 0% | 4,947,843 -1,067,802 | -18% | -$3.38M | |||
| $15.7M | 0% | 1,348,424 +548,879 | +69% | +$6.38M | |||
| $15.7M | 0% | 607,200 +374,437 | +161% | +$9.66M | |||
| $15.6M | 0% | 97,021 +4,715 | +5% | +$760K | |||
| $15.6M | 0% | 314,176 +125,805 | +67% | +$6.26M | |||
| $15.6M | 0% | 124,640 -48,758 | -28% | -$6.1M | |||
| $15.6M | 0% | 2,780,618 -62,277 | -2% | -$349K | |||
| $15.6M | 0% | 521,165 +15,026 | +3% | +$450K | |||
| $15.6M | 0% | 811,055 +360,165 | +80% | +$6.92M | |||
| $15.6M | 0% | 542,413 +498,993 | +1,149% | +$14.3M | |||
| $15.5M | 0% | 528,874 -518,555 | -50% | -$15.2M | |||
| $15.5M | 0% | 729,896 -49,704 | -6% | -$1.06M | |||
| $15.5M | 0% | 115,274 +30,924 | +37% | +$4.15M | |||
| $15.4M | 0% | 70,071 +44,577 | +175% | +$9.8M | |||
| $15.4M | 0% | 588,009 -360,204 | -38% | -$9.43M | |||
| $15.4M | 0% | 401,655 -10,899 | -3% | -$418K | |||
| $15.4M | 0% | 1,089,910 +338,191 | +45% | +$4.77M | |||
| $15.3M | 0% | 224,522 -2,836 | -1% | -$194K | |||
| $15.3M | 0% | 636,873 -110,847 | -15% | -$2.66M | |||
| $15.3M | 0% | 567,444 -731,001 | -56% | -$19.7M |
