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 | 19.91% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $14.8M | ﹤0.01% | 238,662 +69,818 | +41% | +$4.34M | |||
| $14.8M | ﹤0.01% | 410,947 +161,557 | +65% | +$5.84M | |||
| $14.8M | ﹤0.01% | 970,505 +314,227 | +48% | +$4.8M | |||
| $14.8M | ﹤0.01% | 307,705 -263,739 | -46% | -$12.7M | |||
| $14.8M | ﹤0.01% | 325,046 -44,082 | -12% | -$2.01M | |||
| $14.8M | ﹤0.01% | 200,251 +97,534 | +95% | +$7.2M | |||
| $14.8M | ﹤0.01% | 476,973 +15,358 | +3% | +$476K | |||
| $14.7M | ﹤0.01% | 207,587 -34,141 | -14% | -$2.42M | |||
| $14.7M | ﹤0.01% | 407,917 +42,922 | +12% | +$1.55M | |||
| $14.7M | ﹤0.01% | 548,071 -562,727 | -51% | -$15M | |||
| $14.6M | ﹤0.01% | 524,646 +287,928 | +122% | +$8.03M | |||
| $14.6M | ﹤0.01% | 81,119 -19,012 | -19% | -$3.43M | |||
| $14.6M | ﹤0.01% | 95,582 +59,453 | +165% | +$9.09M | |||
| $14.6M | ﹤0.01% | 267,321 -555,351 | -68% | -$30.3M | |||
| $14.5M | ﹤0.01% | 544,044 -194,566 | -26% | -$5.2M | |||
| $14.5M | ﹤0.01% | 687,998 -1,209,690 | -64% | -$25.5M | |||
| $14.5M | ﹤0.01% | 446,716 +200,671 | +82% | +$6.5M | |||
| $14.5M | ﹤0.01% | 144,082 -53,340 | -27% | -$5.35M | |||
| $14.4M | ﹤0.01% | 272,108 +17,844 | +7% | +$945K | |||
| $14.4M | ﹤0.01% | 596,660 -21,488 | -3% | -$519K | |||
| $14.4M | ﹤0.01% | 303,328 +3,697 | +1% | +$176K | |||
| $14.4M | ﹤0.01% | 78,087 +44,995 | +136% | +$8.29M | |||
| $14.4M | ﹤0.01% | 293,908 +74,775 | +34% | +$3.66M | |||
| $14.4M | ﹤0.01% | 738,746 +244,570 | +49% | +$4.75M | |||
| $14.4M | ﹤0.01% | +1,393,391 | New | +$14.4M |
