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 | |
|---|---|---|---|---|---|---|---|
| $13.3M | ﹤0.01% | 2,464,228 -581,088 | -19% | -$3.13M | |||
| $13.2M | ﹤0.01% | 946,082 +279,187 | +42% | +$3.91M | |||
| $13.2M | ﹤0.01% | 519,368 -85,805 | -14% | -$2.18M | |||
| $13.2M | ﹤0.01% | 488,480 +263,390 | +117% | +$7.11M | |||
| $13.2M | ﹤0.01% | 2,564,630 -415,112 | -14% | -$2.13M | |||
| $13.2M | ﹤0.01% | 448,494 +32,954 | +8% | +$967K | |||
| $13.2M | ﹤0.01% | 1,850,553 -17,940 | -1% | -$128K | |||
| $13.1M | ﹤0.01% | 291,438 +201,290 | +223% | +$9.06M | |||
| $13.1M | ﹤0.01% | 234,508 +75,358 | +47% | +$4.21M | |||
| $13.1M | ﹤0.01% | 235,506 +126,545 | +116% | +$7.04M | |||
| $13.1M | ﹤0.01% | 1,903,161 +1,165,906 | +158% | +$8.02M | |||
| $13.1M | ﹤0.01% | 1,223,136 +19,929 | +2% | +$213K | |||
| $13M | ﹤0.01% | 583,239 -693,310 | -54% | -$15.5M | |||
| $13M | ﹤0.01% | 685,935 -101,150 | -13% | -$1.92M | |||
| $13M | ﹤0.01% | 607,507 +75,654 | +14% | +$1.62M | |||
| $13M | ﹤0.01% | 1,224,707 -142,953 | -10% | -$1.52M | |||
| $13M | ﹤0.01% | +636,541 | New | +$13M | |||
| $13M | ﹤0.01% | 1,173,088 +250,390 | +27% | +$2.77M | |||
| $13M | ﹤0.01% | 711,185 +460,387 | +184% | +$8.39M | |||
| $13M | ﹤0.01% | 2,244,589 -940,664 | -30% | -$5.43M | |||
| $12.9M | ﹤0.01% | 102,567 +5,676 | +6% | +$716K | |||
| $12.9M | ﹤0.01% | 91,813 +53,858 | +142% | +$7.59M | |||
| $12.9M | ﹤0.01% | 201,960 -82,117 | -29% | -$5.24M | |||
| $12.9M | ﹤0.01% | 241,260 +83,620 | +53% | +$4.46M | |||
| $12.9M | ﹤0.01% | 557,144 +133,795 | +32% | +$3.09M |
