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 | |
|---|---|---|---|---|---|---|---|
| $8.96M | 0% | 276,560 +4,482 | +2% | +$145K | |||
| $8.95M | 0% | 1,131,916 +522,033 | +86% | +$4.13M | |||
| $8.95M | 0% | 369,271 -1,556,825 | -81% | -$37.7M | |||
| $8.95M | 0% | 156,140 +23,017 | +17% | +$1.32M | |||
| $8.94M | 0% | 185,106 -3,632 | -2% | -$175K | |||
| $8.93M | 0% | 65,616 -6,584 | -9% | -$896K | |||
| $8.93M | 0% | 437,177 -19,261 | -4% | -$393K | |||
| $8.92M | 0% | 849,419 +476,678 | +128% | +$5.01M | |||
| $8.91M | 0% | 552,243 +160,046 | +41% | +$2.58M | |||
| $8.91M | 0% | 86,360 -4,873 | -5% | -$503K | |||
| $8.91M | 0% | 207,534 +234 | +0.1% | +$10K | |||
| $8.91M | 0% | 1,116,172 +41,844 | +4% | +$334K | |||
| $8.9M | 0% | 28,702 +16,427 | +134% | +$5.09M | |||
| $8.9M | 0% | 210,861 -27,071 | -11% | -$1.14M | |||
| $8.89M | 0% | 561,521 +107,310 | +24% | +$1.7M | |||
| $8.88M | 0% | 96,063 -52,015 | -35% | -$4.81M | |||
| $8.88M | 0% | 300,979 -293,862 | -49% | -$8.67M | |||
| $8.88M | 0% | 64,604 +18,766 | +41% | +$2.58M | |||
| $8.87M | 0% | 1,109,072 -43,981 | -4% | -$352K | |||
| $8.86M | 0% | 7,379 -48 | -0.7% | -$57.6K | |||
| $8.85M | 0% | 158,048 +157,870 | +88,691% | +$8.84M | |||
| $8.85M | 0% | 135,353 +21,215 | +19% | +$1.39M | |||
| $8.85M | 0% | 471,291 -173,561 | -27% | -$3.26M | |||
| $8.83M | 0% | 157,235 -6,958 | -4% | -$391K | |||
| $8.82M | 0% | 197,581 +79,862 | +68% | +$3.56M |
