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 | |
|---|---|---|---|---|---|---|---|
| $11.5M | 0% | 241,333 +1,699 | +0.7% | +$80.7K | |||
| $11.5M | 0% | 123,969 -36,413 | -23% | -$3.36M | |||
| $11.4M | 0% | 730,453 +126,418 | +21% | +$1.98M | |||
| $11.4M | 0% | 148,564 -28,474 | -16% | -$2.19M | |||
| $11.4M | 0% | 1,409,486 -63,311 | -4% | -$513K | |||
| $11.4M | 0% | 841,371 -358,338 | -30% | -$4.86M | |||
| $11.4M | 0% | 46,092 -3,963 | -8% | -$978K | |||
| $11.4M | 0% | 492,433 -192,460 | -28% | -$4.44M | |||
| $11.4M | 0% | 131,398 +98,368 | +298% | +$8.51M | |||
| $11.3M | 0% | 55,652 -21,549 | -28% | -$4.39M | |||
| $11.3M | 0% | 385,512 -1,015,709 | -72% | -$29.9M | |||
| $11.3M | 0% | 5,082,183 +3,106,835 | +157% | +$6.93M | |||
| $11.3M | 0% | 42,614 -9,472 | -18% | -$2.52M | |||
| $11.3M | 0% | 55,957 -20,916 | -27% | -$4.22M | |||
| $11.3M | 0% | 1,905,624 +951,111 | +100% | +$5.63M | |||
| $11.3M | 0% | 1,415,936 +395,177 | +39% | +$3.15M | |||
| $11.3M | 0% | 450,300 -11,601 | -3% | -$290K | |||
| $11.2M | 0% | 57,751 -6,669 | -10% | -$1.3M | |||
| $11.2M | 0% | 3,459,971 -1,006,108 | -23% | -$3.27M | |||
| $11.2M | 0% | 274,059 +31,672 | +13% | +$1.3M | |||
| $11.2M | 0% | 157,853 +28,764 | +22% | +$2.05M | |||
| $11.2M | 0% | 183,898 +64,515 | +54% | +$3.94M | |||
| $11.2M | 0% | 251,863 -59,854 | -19% | -$2.67M | |||
| $11.2M | 0% | 401,804 +255,741 | +175% | +$7.14M | |||
| $11.2M | 0% | 314,555 -475,072 | -60% | -$16.9M |
