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 | |
|---|---|---|---|---|---|---|---|
| $9.43M | 0% | 347,768 +14,270 | +4% | +$387K | |||
| $9.42M | 0% | 46,943 -810 | -2% | -$163K | |||
| $9.42M | 0% | 3,503,043 -226,085 | -6% | -$608K | |||
| $9.42M | 0% | 667,952 +250,751 | +60% | +$3.54M | |||
| $9.42M | 0% | 2,390,365 +116,221 | +5% | +$458K | |||
| $9.42M | 0% | 309,892 -1,958,997 | -86% | -$59.5M | |||
| $9.42M | 0% | 240,865 +154,767 | +180% | +$6.05M | |||
| $9.41M | 0% | 1,245,927 +1,039,339 | +503% | +$7.85M | |||
| $9.39M | 0% | 748,005 +6,173 | +0.8% | +$77.5K | |||
| $9.38M | 0% | 122,798 +19,252 | +19% | +$1.47M | |||
| $9.37M | 0% | 240,771 -39,927 | -14% | -$1.55M | |||
| $9.37M | 0% | 187,062 -229,237 | -55% | -$11.5M | |||
| $9.36M | 0% | 787,079 -1,606,441 | -67% | -$19.1M | |||
| $9.34M | 0% | 182,447 -67,513 | -27% | -$3.46M | |||
| $9.29M | 0% | 545,002 -198,253 | -27% | -$3.38M | |||
| $9.29M | 0% | 92,819 -65,964 | -42% | -$6.6M | |||
| $9.29M | 0% | 265,160 +83,897 | +46% | +$2.94M | |||
| $9.26M | 0% | 683,702 +221,891 | +48% | +$3.01M | |||
| $9.26M | 0% | 334,031 -6,722 | -2% | -$186K | |||
| $9.25M | 0% | 101,939 -262,572 | -72% | -$23.8M | |||
| $9.24M | 0% | 154,511 +50,335 | +48% | +$3.01M | |||
| $9.23M | 0% | 452,698 +216,926 | +92% | +$4.42M | |||
| $9.23M | 0% | 146,448 +2,194 | +2% | +$138K | |||
| $9.22M | 0% | 140,318 +24,772 | +21% | +$1.63M | |||
| $9.21M | 0% | 364,344 +7,491 | +2% | +$189K |
