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 | |
|---|---|---|---|---|---|---|---|
| $15.3M | 0% | 328,593 +3,902 | +1% | +$181K | |||
| $15.3M | 0% | 109,950 +24,053 | +28% | +$3.34M | |||
| $15.3M | 0% | 12,365 +6,279 | +103% | +$7.75M | |||
| $15.3M | 0% | 265,089 -102,671 | -28% | -$5.91M | |||
| $15.3M | 0% | 81,417 +21,557 | +36% | +$4.04M | |||
| $15.2M | 0% | 1,566,570 +798,778 | +104% | +$7.76M | |||
| $15.2M | 0% | 1,812,375 +146,850 | +9% | +$1.23M | |||
| $15.2M | 0% | 257,490 +10,231 | +4% | +$603K | |||
| $15.2M | 0% | 340,111 +127,873 | +60% | +$5.7M | |||
| $15.1M | 0% | 1,236,300 -50,137 | -4% | -$614K | |||
| $15.1M | 0% | 128,294 -32,440 | -20% | -$3.82M | |||
| $15.1M | 0% | 605,553 +14,126 | +2% | +$352K | |||
| $15M | 0% | 508,869 -66,719 | -12% | -$1.97M | |||
| $15M | 0% | 319,710 -28,100 | -8% | -$1.32M | |||
| $15M | 0% | 162,954 -89,838 | -36% | -$8.26M | |||
| $15M | 0% | 997,357 -24,071 | -2% | -$361K | |||
| $15M | 0% | 288,003 +14,678 | +5% | +$762K | |||
| $15M | 0% | 783,208 -101,270 | -11% | -$1.93M | |||
| $14.9M | 0% | 468,215 +148,733 | +47% | +$4.75M | |||
| $14.9M | 0% | 617,532 +5,413 | +0.9% | +$131K | |||
| $14.9M | 0% | 129,692 -548 | -0.4% | -$63.1K | |||
| $14.9M | 0% | 1,654,057 +1,032,089 | +166% | +$9.32M | |||
| $14.9M | 0% | 256,676 -15,582 | -6% | -$906K | |||
| $14.9M | 0% | 649,470 +308,307 | +90% | +$7.06M | |||
| $14.9M | 0% | 1,780,770 +505,059 | +40% | +$4.22M |
