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 | |
|---|---|---|---|---|---|---|---|
| $10M | 0% | 552,398 +6,482 | +1% | +$118K | |||
| $10M | 0% | 72,743 -8,973 | -11% | -$1.24M | |||
| $10M | 0% | 941,842 +49,566 | +6% | +$527K | |||
| $10M | 0% | 89,874 +831 | +0.9% | +$92.6K | |||
| $10M | 0% | 651,576 +273,858 | +73% | +$4.21M | |||
| $9.99M | 0% | 160,099 +60,359 | +61% | +$3.77M | |||
| $9.98M | 0% | 461,407 +388,402 | +532% | +$8.41M | |||
| $9.96M | 0% | 197,048 -290,408 | -60% | -$14.7M | |||
| $9.95M | 0% | 385,887 +151,920 | +65% | +$3.92M | |||
| $9.95M | 0% | 194,254 +60,114 | +45% | +$3.08M | |||
| $9.94M | 0% | 1,922,804 +1,576,562 | +455% | +$8.15M | |||
| $9.92M | 0% | 267,635 | New | +$9.92M | |||
| $9.91M | 0% | 669,822 +404,269 | +152% | +$5.98M | |||
| $9.89M | 0% | 851,415 -321,756 | -27% | -$3.74M | |||
| $9.89M | 0% | 409,777 -57,050 | -12% | -$1.38M | |||
| $9.89M | 0% | 545,309 -131,160 | -19% | -$2.38M | |||
| $9.89M | 0% | 3,362,457 -962 | -0% | -$2.83K | |||
| $9.88M | 0% | 3,617,917 +1,592,222 | +79% | +$4.35M | |||
| $9.87M | 0% | 70,454 -38,841 | -36% | -$5.44M | |||
| $9.87M | 0% | 319,259 +276,250 | +642% | +$8.54M | |||
| $9.86M | 0% | 213,446 -31,934 | -13% | -$1.47M | |||
| $9.85M | 0% | 107,552 +29,287 | +37% | +$2.68M | |||
| $9.83M | 0% | 110,114 +23,918 | +28% | +$2.13M | |||
| $9.79M | 0% | 216,620 +4,059 | +2% | +$183K | |||
| $9.79M | 0% | 1,334,939 +458,393 | +52% | +$3.36M |
