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 | |
|---|---|---|---|---|---|---|---|
| $13.7M | 0% | 3,487,354 -219,833 | -6% | -$864K | |||
| $13.7M | 0% | 412,749 -11,410 | -3% | -$378K | |||
| $13.7M | 0% | 122,740 -64,905 | -35% | -$7.24M | |||
| $13.7M | 0% | 137,016 +58,017 | +73% | +$5.78M | |||
| $13.7M | 0% | 322,256 -284,023 | -47% | -$12M | |||
| $13.6M | 0% | 1,163,310 -62,333 | -5% | -$730K | |||
| $13.6M | 0% | 202,911 -303,593 | -60% | -$20.4M | |||
| $13.6M | 0% | 157,673 -2,619 | -2% | -$226K | |||
| $13.6M | 0% | 364,432 -140,354 | -28% | -$5.23M | |||
| $13.6M | 0% | 148,623 +3,883 | +3% | +$355K | |||
| $13.6M | 0% | 57,036 -5,231 | -8% | -$1.24M | |||
| $13.5M | 0% | 553,537 -11,057 | -2% | -$270K | |||
| $13.5M | 0% | 1,005,215 -90,679 | -8% | -$1.22M | |||
| $13.5M | 0% | 1,442,869 +113,192 | +9% | +$1.06M | |||
| $13.5M | 0% | 272,138 +23,748 | +10% | +$1.18M | |||
| $13.5M | 0% | 46,360 -68,169 | -60% | -$19.9M | |||
| $13.5M | 0% | 703,994 +665,128 | +1,711% | +$12.8M | |||
| $13.5M | 0% | 89,230 -16,818 | -16% | -$2.55M | |||
| $13.5M | 0% | 1,703,041 +402,907 | +31% | +$3.19M | |||
| $13.5M | 0% | 493,197 +100,019 | +25% | +$2.73M | |||
| $13.5M | 0% | 176,664 -425,638 | -71% | -$32.4M | |||
| $13.4M | 0% | 772,744 -118,230 | -13% | -$2.05M | |||
| $13.4M | 0% | 266,971 +126,239 | +90% | +$6.34M | |||
| $13.4M | 0% | 433,119 -6,915 | -2% | -$213K | |||
| $13.4M | 0% | 416,749 +318,115 | +323% | +$10.2M |
