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 | |
|---|---|---|---|---|---|---|---|
| $10.3M | 0% | 336,310 +23,915 | +8% | +$733K | |||
| $10.3M | 0% | 338,072 -833,650 | -71% | -$25.4M | |||
| $10.3M | 0% | 147,473 -7,954 | -5% | -$555K | |||
| $10.3M | 0% | 199,525 +122,366 | +159% | +$6.3M | |||
| $10.3M | 0% | 1,014,224 -74,452 | -7% | -$753K | |||
| $10.3M | 0% | 183,099 -144,402 | -44% | -$8.09M | |||
| $10.2M | 0% | 411,971 -14,220 | -3% | -$353K | |||
| $10.2M | 0% | 1,178,860 +3,932 | +0.3% | +$34K | |||
| $10.2M | 0% | 686,325 +86,681 | +14% | +$1.29M | |||
| $10.2M | 0% | 614,015 +36,267 | +6% | +$602K | |||
| $10.2M | 0% | 754,697 +59,769 | +9% | +$806K | |||
| $10.2M | 0% | 1,310,106 +316,305 | +32% | +$2.45M | |||
| $10.2M | 0% | 757,510 -36,444 | -5% | -$489K | |||
| $10.2M | 0% | 91,610 -10,612 | -10% | -$1.18M | |||
| $10.1M | 0% | 334,596 +1,523 | +0.5% | +$46.2K | |||
| $10.1M | 0% | 1,294,632 -276,228 | -18% | -$2.16M | |||
| $10.1M | 0% | 239,454 +22,049 | +10% | +$933K | |||
| $10.1M | 0% | 542,368 -77,128 | -12% | -$1.44M | |||
| $10.1M | 0% | 539,477 -47,633 | -8% | -$894K | |||
| $10.1M | 0% | 277,478 -36,952 | -12% | -$1.35M | |||
| $10.1M | 0% | 109,630 +46,414 | +73% | +$4.28M | |||
| $10.1M | 0% | 288,564 +92,680 | +47% | +$3.24M | |||
| $10.1M | 0% | 199,725 +29,236 | +17% | +$1.48M | |||
| $10.1M | 0% | 60,669 -16,809 | -22% | -$2.79M | |||
| $10M | 0% | 215,599 | New | +$10M |
