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 | |
|---|---|---|---|---|---|---|---|
| $10.6M | 0% | 541,002 -899,868 | -62% | -$17.6M | |||
| $10.6M | 0% | 20,382 -3,346 | -14% | -$1.74M | |||
| $10.6M | 0% | 315,659 -392,071 | -55% | -$13.2M | |||
| $10.6M | 0% | 260,483 -2,800 | -1% | -$114K | |||
| $10.6M | 0% | 603,284 +107,443 | +22% | +$1.88M | |||
| $10.5M | 0% | 396,872 +19,468 | +5% | +$517K | |||
| $10.5M | 0% | 2,569,368 +1,295,280 | +102% | +$5.31M | |||
| $10.5M | 0% | 276,271 -5,869 | -2% | -$223K | |||
| $10.5M | 0% | 1,312,683 +371,831 | +40% | +$2.98M | |||
| $10.5M | 0% | 244,823 -101,728 | -29% | -$4.36M | |||
| $10.5M | 0% | 36,782 +20,452 | +125% | +$5.84M | |||
| $10.5M | 0% | 1,916,833 -151,315 | -7% | -$828K | |||
| $10.5M | 0% | 421,832 -952,957 | -69% | -$23.7M | |||
| $10.5M | 0% | 82,780 +29,727 | +56% | +$3.76M | |||
| $10.5M | 0% | 142,928 +22,890 | +19% | +$1.68M | |||
| $10.5M | 0% | 352,589 +38,542 | +12% | +$1.14M | |||
| $10.4M | 0% | 540,576 -113,847 | -17% | -$2.2M | |||
| $10.4M | 0% | 114,437 +19,229 | +20% | +$1.75M | |||
| $10.4M | 0% | 96,392 -773 | -0.8% | -$83.4K | |||
| $10.4M | 0% | 1,238,897 -214,026 | -15% | -$1.8M | |||
| $10.4M | 0% | 411,113 -369 | -0.1% | -$9.33K | |||
| $10.4M | 0% | 239,964 -65,496 | -21% | -$2.84M | |||
| $10.4M | 0% | 98,865 +27,051 | +38% | +$2.83M | |||
| $10.3M | 0% | 220,779 +15,008 | +7% | +$703K | |||
| $10.3M | 0% | 504,163 +75,373 | +18% | +$1.54M |
