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 | |
|---|---|---|---|---|---|---|---|
| $9.21M | 0% | 561,392 -73,765 | -12% | -$1.21M | |||
| $9.2M | 0% | 445,821 +12,574 | +3% | +$259K | |||
| $9.19M | 0% | 274,862 | New | +$9.19M | |||
| $9.16M | 0% | 641,544 +5,655 | +0.9% | +$80.8K | |||
| $9.13M | 0% | 1,284,020 -2,826,830 | -69% | -$20.1M | |||
| $9.13M | 0% | 129,622 +68,946 | +114% | +$4.86M | |||
| $9.12M | 0% | 266,544 +3,185 | +1% | +$109K | |||
| $9.11M | 0% | 490,273 +453,667 | +1,239% | +$8.43M | |||
| $9.1M | 0% | 196,497 -2,398 | -1% | -$111K | |||
| $9.09M | 0% | 159,840 -80,440 | -33% | -$4.57M | |||
| $9.05M | 0% | 390,450 -14,706 | -4% | -$341K | |||
| $9.05M | 0% | 999,475 +31,444 | +3% | +$285K | |||
| $9.04M | 0% | 1,410,148 -3,441,609 | -71% | -$22.1M | |||
| $9.02M | 0% | 98,538 -51,479 | -34% | -$4.71M | |||
| $9.01M | 0% | 545,540 -431,096 | -44% | -$7.12M | |||
| $9.01M | 0% | 483,832 +248,384 | +105% | +$4.62M | |||
| $9M | 0% | 459,655 +55,266 | +14% | +$1.08M | |||
| $9M | 0% | 172,205 +8,875 | +5% | +$464K | |||
| $8.99M | 0% | 82,161 +332 | +0.4% | +$36.3K | |||
| $8.99M | 0% | 144,852 +30,393 | +27% | +$1.89M | |||
| $8.99M | 0% | 367,308 -4,027 | -1% | -$98.5K | |||
| $8.98M | 0% | 574,377 -2,004 | -0.4% | -$31.3K | |||
| $8.96M | 0% | 241,101 -469,696 | -66% | -$17.5M | |||
| $8.96M | 0% | 1,029,692 +792,637 | +334% | +$6.9M | |||
| $8.96M | 0% | 98,125 +27,634 | +39% | +$2.52M |
