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 | |
|---|---|---|---|---|---|---|---|
| $14.1M | 0% | 764,574 -49,665 | -6% | -$913K | |||
| $14M | 0% | 108,969 -18,721 | -15% | -$2.41M | |||
| $14M | 0% | 187,324 +14,284 | +8% | +$1.07M | |||
| $14M | 0% | 675,497 +22,165 | +3% | +$460K | |||
| $14M | 0% | 365,481 +95,952 | +36% | +$3.68M | |||
| $14M | 0% | 426,226 +169,348 | +66% | +$5.57M | |||
| $14M | 0% | 1,774,969 -704,964 | -28% | -$5.56M | |||
| $14M | 0% | 927,224 -24,103 | -3% | -$364K | |||
| $14M | 0% | 193,169 -51,640 | -21% | -$3.74M | |||
| $14M | 0% | 840,330 -44,826 | -5% | -$746K | |||
| $14M | 0% | 185,474 -86,714 | -32% | -$6.54M | |||
| $14M | 0% | 1,065,649 -134,358 | -11% | -$1.76M | |||
| $13.9M | 0% | 118,089 +76,265 | +182% | +$9M | |||
| $13.9M | 0% | 1,279,004 +146,039 | +13% | +$1.58M | |||
| $13.9M | 0% | 1,688,222 -127,878 | -7% | -$1.05M | |||
| $13.9M | 0% | 1,948,045 -1,637,484 | -46% | -$11.7M | |||
| $13.9M | 0% | 896,921 +230,787 | +35% | +$3.57M | |||
| $13.8M | 0% | 423,461 +280,366 | +196% | +$9.15M | |||
| $13.8M | 0% | 86,365 -72,915 | -46% | -$11.7M | |||
| $13.8M | 0% | 461,044 -12,719 | -3% | -$381K | |||
| $13.8M | 0% | 243,917 +149,942 | +160% | +$8.48M | |||
| $13.8M | 0% | 3,289,656 +153,747 | +5% | +$643K | |||
| $13.7M | 0% | 209,572 +2,033 | +1% | +$133K | |||
| $13.7M | 0% | 174,867 -8,764 | -5% | -$688K | |||
| $13.7M | 0% | 784,257 -132,645 | -14% | -$2.32M |
