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 | |
|---|---|---|---|---|---|---|---|
| $11.9M | 0% | 1,624,935 +638,476 | +65% | +$4.69M | |||
| $11.9M | 0% | 91,779 -49,912 | -35% | -$6.46M | |||
| $11.9M | 0% | 899,809 +118,987 | +15% | +$1.57M | |||
| $11.8M | 0% | 94,015 -21,164 | -18% | -$2.67M | |||
| $11.8M | 0% | 607,108 -121,339 | -17% | -$2.35M | |||
| $11.7M | 0% | 235,040 -30,574 | -12% | -$1.53M | |||
| $11.7M | 0% | 149,785 -2,141 | -1% | -$168K | |||
| $11.7M | 0% | 804,502 +650,365 | +422% | +$9.48M | |||
| $11.7M | 0% | 648,550 +144,785 | +29% | +$2.61M | |||
| $11.7M | 0% | 1,181,834 -239,962 | -17% | -$2.38M | |||
| $11.7M | 0% | 4,079,560 +161,390 | +4% | +$462K | |||
| $11.6M | 0% | 689,229 -484,164 | -41% | -$8.18M | |||
| $11.6M | 0% | 1,188,914 +145,177 | +14% | +$1.42M | |||
| $11.6M | 0% | 282,145 +23,645 | +9% | +$974K | |||
| $11.6M | 0% | 3,963,739 -855,268 | -18% | -$2.5M | |||
| $11.6M | 0% | 247,978 +47,817 | +24% | +$2.23M | |||
| $11.5M | 0% | 366,323 +214,798 | +142% | +$6.76M | |||
| $11.5M | 0% | 85,424 -16,097 | -16% | -$2.17M | |||
| $11.5M | 0% | 320,655 -46,255 | -13% | -$1.66M | |||
| $11.5M | 0% | 414,489 +61,368 | +17% | +$1.7M | |||
| $11.5M | 0% | 151,315 +56,384 | +59% | +$4.28M | |||
| $11.5M | 0% | 186,599 -81,925 | -31% | -$5.04M | |||
| $11.5M | 0% | 953,659 -139,746 | -13% | -$1.68M | |||
| $11.5M | 0% | 47,009 +15,595 | +50% | +$3.81M | |||
| $11.5M | 0% | 331,043 +56,816 | +21% | +$1.97M |
