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 | |
|---|---|---|---|---|---|---|---|
| $14.3M | 0% | 1,253,107 -628,824 | -33% | -$7.18M | |||
| $14.3M | 0% | 184,898 +130,709 | +241% | +$10.1M | |||
| $14.3M | 0% | 393,060 +17,467 | +5% | +$635K | |||
| $14.3M | 0% | 2,343,446 +478,944 | +26% | +$2.92M | |||
| $14.3M | 0% | 385,314 -36,942 | -9% | -$1.37M | |||
| $14.3M | 0% | 394,161 +148,851 | +61% | +$5.39M | |||
| $14.3M | 0% | 342,460 +98,843 | +41% | +$4.12M | |||
| $14.3M | 0% | 168,866 -32,404 | -16% | -$2.74M | |||
| $14.3M | 0% | 535,139 +336,046 | +169% | +$8.95M | |||
| $14.2M | 0% | 328,527 -30,783 | -9% | -$1.34M | |||
| $14.2M | 0% | 393,117 -485,685 | -55% | -$17.6M | |||
| $14.2M | 0% | 479,299 +20,352 | +4% | +$603K | |||
| $14.2M | 0% | 236,401 -1,543,849 | -87% | -$92.6M | |||
| $14.2M | 0% | 426,043 +18,543 | +5% | +$617K | |||
| $14.2M | 0% | 922,395 +515,486 | +127% | +$7.91M | |||
| $14.2M | 0% | 207,853 -32,631 | -14% | -$2.22M | |||
| $14.1M | 0% | 504,565 +99,110 | +24% | +$2.78M | |||
| $14.1M | 0% | 370,043 +172,939 | +88% | +$6.61M | |||
| $14.1M | 0% | 269,911 +82,767 | +44% | +$4.33M | |||
| $14.1M | 0% | 617,631 +35,775 | +6% | +$818K | |||
| $14.1M | 0% | 2,678,941 -174,459 | -6% | -$919K | |||
| $14.1M | 0% | 429,772 +115,286 | +37% | +$3.79M | |||
| $14.1M | 0% | 227,753 +79,619 | +54% | +$4.92M | |||
| $14.1M | 0% | 413,895 -512,321 | -55% | -$17.4M | |||
| $14.1M | 0% | 707,860 +127,230 | +22% | +$2.53M |
