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 | |
|---|---|---|---|---|---|---|---|
| $12.8M | 0% | 367,662 +87,377 | +31% | +$3.05M | |||
| $12.8M | 0% | 562,113 +343,697 | +157% | +$7.85M | |||
| $12.8M | 0% | 247,601 -36,742 | -13% | -$1.9M | |||
| $12.8M | 0% | 73,716 +54,299 | +280% | +$9.45M | |||
| $12.8M | 0% | 822,581 +670,060 | +439% | +$10.4M | |||
| $12.8M | 0% | 219,576 +12,143 | +6% | +$707K | |||
| $12.8M | 0% | 567,481 +103,551 | +22% | +$2.33M | |||
| $12.7M | 0% | 4,215,977 +2,836,126 | +206% | +$8.57M | |||
| $12.7M | 0% | 649,134 -350,309 | -35% | -$6.85M | |||
| $12.7M | 0% | 1,522,744 +275,171 | +22% | +$2.29M | |||
| $12.6M | 0% | 404,938 +170,651 | +73% | +$5.33M | |||
| $12.6M | 0% | 704,993 -4,364 | -0.6% | -$78.2K | |||
| $12.6M | 0% | 325,422 -71,327 | -18% | -$2.77M | |||
| $12.6M | 0% | 85,975 +6,371 | +8% | +$935K | |||
| $12.6M | 0% | 981,405 -530,996 | -35% | -$6.82M | |||
| $12.6M | 0% | 156,706 +66,123 | +73% | +$5.31M | |||
| $12.6M | 0% | 998,063 -67,763 | -6% | -$854K | |||
| $12.5M | 0% | 323,016 +237,826 | +279% | +$9.23M | |||
| $12.5M | 0% | 408,338 -246,480 | -38% | -$7.55M | |||
| $12.5M | 0% | 731,853 +141,089 | +24% | +$2.41M | |||
| $12.5M | 0% | 624,776 +463,504 | +287% | +$9.25M | |||
| $12.5M | 0% | 2,240,041 +460,810 | +26% | +$2.56M | |||
| $12.4M | 0% | 409,150 -361,585 | -47% | -$11M | |||
| $12.4M | 0% | 591,214 +14,377 | +2% | +$302K | |||
| $12.3M | 0% | 102,421 +25,361 | +33% | +$3.06M |
