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 | |
|---|---|---|---|---|---|---|---|
| $9.78M | 0% | 382,726 +38,228 | +11% | +$977K | |||
| $9.77M | 0% | 130,744 -37,263 | -22% | -$2.78M | |||
| $9.76M | 0% | 96,756 -26,394 | -21% | -$2.66M | |||
| $9.74M | 0% | 248,996 -17,895 | -7% | -$700K | |||
| $9.72M | 0% | 335,708 +24,021 | +8% | +$696K | |||
| $9.71M | 0% | 1,477,574 +865,337 | +141% | +$5.69M | |||
| $9.71M | 0% | 880,084 +304,832 | +53% | +$3.36M | |||
| $9.7M | 0% | 4,253,243 +103,759 | +3% | +$237K | |||
| $9.68M | 0% | 157,247 -9,264 | -6% | -$570K | |||
| $9.66M | 0% | 328,040 +239,960 | +272% | +$7.07M | |||
| $9.61M | 0% | 143,755 +41,464 | +41% | +$2.77M | |||
| $9.6M | 0% | 213,100 +13,313 | +7% | +$600K | |||
| $9.59M | 0% | 477,105 +22,674 | +5% | +$456K | |||
| $9.57M | 0% | 268,017 +4,274 | +2% | +$153K | |||
| $9.56M | 0% | 83,710 -88,319 | -51% | -$10.1M | |||
| $9.53M | 0% | 116,974 +2,636 | +2% | +$215K | |||
| $9.52M | 0% | 637,333 -24,949 | -4% | -$373K | |||
| $9.51M | 0% | 1,231,679 +623,159 | +102% | +$4.81M | |||
| $9.51M | 0% | 466,688 +78,466 | +20% | +$1.6M | |||
| $9.5M | 0% | 124,987 +16,284 | +15% | +$1.24M | |||
| $9.5M | 0% | 288,161 +2,617 | +0.9% | +$86.3K | |||
| $9.5M | 0% | 103,239 -359 | -0.4% | -$33K | |||
| $9.47M | 0% | 59,498 +11,418 | +24% | +$1.82M | |||
| $9.46M | 0% | 980,219 +123,805 | +14% | +$1.19M | |||
| $9.44M | 0% | 906,289 +72,977 | +9% | +$760K |
