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 | |
|---|---|---|---|---|---|---|---|
| $1.56M | 0% | 150,285 +104,643 | +229% | +$1.09M | |||
| $1.56M | 0% | 152,689 -53,443 | -26% | -$545K | |||
| $1.56M | 0% | 33,278 -309 | -0.9% | -$14.4K | |||
| $1.54M | 0% | 63,377 -11,605 | -15% | -$282K | |||
| $1.53M | 0% | 121,804 +83,566 | +219% | +$1.05M | |||
| $1.53M | 0% | 871,692 -979,001 | -53% | -$1.72M | |||
| $1.53M | 0% | 209,939 +4,403 | +2% | +$32.1K | |||
| $1.53M | 0% | 151,295 -7,755 | -5% | -$78.3K | |||
| $1.53M | 0% | 66,998 +1,189 | +2% | +$27.1K | |||
| $1.52M | 0% | 151,161 +34,781 | +30% | +$351K | |||
| $1.52M | 0% | 124,340 | New | +$1.52M | |||
| $1.52M | 0% | 119,543 +26,095 | +28% | +$331K | |||
| $1.52M | 0% | 39,916 -38,513 | -49% | -$1.46M | |||
| $1.52M | 0% | 95,119 +69,736 | +275% | +$1.11M | |||
| $1.52M | 0% | 861,366 +59,007 | +7% | +$104K | |||
| $1.52M | 0% | 511,855 +82,284 | +19% | +$244K | |||
| $1.51M | 0% | 144,555 +104,333 | +259% | +$1.09M | |||
| $1.51M | 0% | 560,827 -985,334 | -64% | -$2.66M | |||
| $1.51M | 0% | 69,936 -5,459 | -7% | -$118K | |||
| $1.51M | 0% | 411,988 +107,925 | +35% | +$396K | |||
| $1.51M | 0% | 53,653 +36,333 | +210% | +$1.02M | |||
| $1.51M | 0% | 97,563 +52,413 | +116% | +$811K | |||
| $1.51M | 0% | 19,952 -26,323 | -57% | -$1.99M | |||
| $1.5M | 0% | 16,438 -2,552 | -13% | -$234K | |||
| $1.5M | 0% | 68,486 -24,546 | -26% | -$539K |
