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 | |
|---|---|---|---|---|---|---|---|
| $10.9M | ﹤0.01% | 283,829 -105,098 | -27% | -$4.03M | |||
| $10.9M | ﹤0.01% | 600,547 -359,444 | -37% | -$6.51M | |||
| $10.9M | ﹤0.01% | 219,159 -347,775 | -61% | -$17.2M | |||
| $10.9M | ﹤0.01% | 292,324 +59,899 | +26% | +$2.23M | |||
| $10.8M | ﹤0.01% | 159,672 +52,373 | +49% | +$3.56M | |||
| $10.8M | ﹤0.01% | 203,299 -16,700 | -8% | -$889K | |||
| $10.8M | ﹤0.01% | 67,024 +28,538 | +74% | +$4.61M | |||
| $10.8M | ﹤0.01% | 403,397 -58,436 | -13% | -$1.57M | |||
| $10.8M | ﹤0.01% | 60,651 +2,043 | +3% | +$364K | |||
| $10.8M | ﹤0.01% | 480,618 -123,453 | -20% | -$2.78M | |||
| $10.8M | ﹤0.01% | 275,029 +47,393 | +21% | +$1.86M | |||
| $10.8M | ﹤0.01% | 502,854 -39,526 | -7% | -$848K | |||
| $10.8M | ﹤0.01% | 792,152 -306,958 | -28% | -$4.18M | |||
| $10.8M | ﹤0.01% | 167,110 +37,988 | +29% | +$2.45M | |||
| $10.8M | ﹤0.01% | 301,593 -297,828 | -50% | -$10.6M | |||
| $10.8M | ﹤0.01% | 181,686 +58,398 | +47% | +$3.46M | |||
| $10.7M | ﹤0.01% | 139,750 +10,422 | +8% | +$800K | |||
| $10.7M | ﹤0.01% | 788,429 -64,432 | -8% | -$876K | |||
| $10.7M | ﹤0.01% | 39,141 +27,180 | +227% | +$7.44M | |||
| $10.7M | ﹤0.01% | 749,434 +21,361 | +3% | +$304K | |||
| $10.7M | ﹤0.01% | 596,106 -3,189 | -0.5% | -$57K | |||
| $10.7M | ﹤0.01% | 349,684 +13,298 | +4% | +$405K | |||
| $10.7M | ﹤0.01% | 319,019 -505,724 | -61% | -$16.9M | |||
| $10.6M | ﹤0.01% | 27,709 +12,595 | +83% | +$4.83M | |||
| $10.6M | ﹤0.01% | 235,957 +51,368 | +28% | +$2.31M |
