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 | |
|---|---|---|---|---|---|---|---|
| $12.3M | 0% | 294,783 +16,062 | +6% | +$673K | |||
| $12.3M | 0% | 148,934 -28,582 | -16% | -$2.37M | |||
| $12.3M | 0% | 211,600 +57,487 | +37% | +$3.35M | |||
| $12.3M | 0% | 89,359 -74,453 | -45% | -$10.3M | |||
| $12.3M | 0% | 2,186,286 +1,018,875 | +87% | +$5.73M | |||
| $12.3M | 0% | 287,048 +22,743 | +9% | +$972K | |||
| $12.2M | 0% | 202,337 -13,290 | -6% | -$804K | |||
| $12.2M | 0% | 1,841,229 -978,328 | -35% | -$6.48M | |||
| $12.2M | 0% | 108,048 -9,037 | -8% | -$1.02M | |||
| $12.1M | 0% | 1,043,019 +507,712 | +95% | +$5.9M | |||
| $12.1M | 0% | 649,491 +331,713 | +104% | +$6.18M | |||
| $12.1M | 0% | 178,365 -124,198 | -41% | -$8.42M | |||
| $12.1M | 0% | 654,097 -126,516 | -16% | -$2.34M | |||
| $12.1M | 0% | 120,297 +33,729 | +39% | +$3.38M | |||
| $12M | 0% | 1,333,541 +400,664 | +43% | +$3.62M | |||
| $12M | 0% | 193,539 +33,317 | +21% | +$2.07M | |||
| $12M | 0% | 243,500 | New | +$12M | |||
| $12M | 0% | 1,265,676 +173,668 | +16% | +$1.65M | |||
| $12M | 0% | 229,181 +54,957 | +32% | +$2.88M | |||
| $12M | 0% | 293,207 +137,860 | +89% | +$5.64M | |||
| $12M | 0% | 468,920 -184,787 | -28% | -$4.72M | |||
| $12M | 0% | 208,022 +39,203 | +23% | +$2.26M | |||
| $11.9M | 0% | 530,748 +130,789 | +33% | +$2.94M | |||
| $11.9M | 0% | 199,536 +111,089 | +126% | +$6.65M | |||
| $11.9M | 0% | 437,606 +222,923 | +104% | +$6.08M |
