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 | 19.91% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.62M | 0% | 53,750 +8,448 | +19% | +$254K | |||
| $1.61M | 0% | 282,616 -103,731 | -27% | -$591K | |||
| $1.61M | 0% | 84,234 +2,452 | +3% | +$46.9K | |||
| $1.6M | 0% | 150,079 -72,489 | -33% | -$775K | |||
| $1.6M | 0% | 63,552 +11,733 | +23% | +$296K | |||
| $1.6M | 0% | 155,494 -53,392 | -26% | -$549K | |||
| $1.6M | 0% | 94,267 | New | +$1.6M | |||
| $1.59M | 0% | 89,823 +15,656 | +21% | +$278K | |||
| $1.59M | 0% | 160,167 -23,637 | -13% | -$235K | |||
| $1.59M | 0% | 272,991 +24,515 | +10% | +$142K | |||
| $1.58M | 0% | 319,949 +19,598 | +7% | +$97K | |||
| $1.58M | 0% | 70,940 +48,275 | +213% | +$1.08M | |||
| $1.58M | 0% | 33,849 -4,982 | -13% | -$233K | |||
| $1.58M | 0% | 17,467 -3,338 | -16% | -$302K | |||
| $1.58M | 0% | 45,605 +5,351 | +13% | +$186K | |||
| $1.58M | 0% | 55,432 -14,080 | -20% | -$402K | |||
| $1.58M | 0% | 325,263 -45,946 | -12% | -$223K | |||
| $1.58M | 0% | 68,255 +43,039 | +171% | +$993K | |||
| $1.58M | 0% | 20,337 -38,065 | -65% | -$2.95M | |||
| $1.57M | 0% | 51,477 +2,621 | +5% | +$80K | |||
| $1.57M | 0% | 329,055 -36,751 | -10% | -$175K | |||
| $1.56M | 0% | 22,532 -6,818 | -23% | -$473K | |||
| $1.56M | 0% | 478,430 +145,270 | +44% | +$474K | |||
| $1.56M | 0% | 11,132 +6,067 | +120% | +$850K | |||
| $1.56M | 0% | 234,414 -27,508 | -11% | -$183K |
