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 | |
|---|---|---|---|---|---|---|---|
| $1.24M | 0% | 13,957 -6,327 | -31% | -$563K | |||
| $1.24M | 0% | 16,440 +16,335 | +15,557% | +$1.23M | |||
| $1.24M | 0% | 141,931 +52,403 | +59% | +$459K | |||
| $1.24M | 0% | 70,270 -11,501 | -14% | -$203K | |||
| $1.24M | 0% | 22,155 +8,916 | +67% | +$499K | |||
| $1.24M | 0% | 42,266 -14,416 | -25% | -$423K | |||
| $1.24M | 0% | 46,110 -1,992 | -4% | -$53.5K | |||
| $1.24M | 0% | 193,432 -1,357 | -0.7% | -$8.67K | |||
| $1.24M | 0% | 96,430 +13,118 | +16% | +$168K | |||
| $1.23M | 0% | 36,250 +3,867 | +12% | +$132K | |||
| $1.23M | 0% | 130,455 +52,812 | +68% | +$499K | |||
| $1.23M | 0% | 13,936 +2,914 | +26% | +$258K | |||
| $1.23M | 0% | 1,886,911 +171,216 | +10% | +$112K | |||
| $1.23M | 0% | 46,266 -6,445 | -12% | -$171K | |||
| $1.23M | 0% | 54,481 -6,112 | -10% | -$138K | |||
| $1.23M | 0% | 82,512 -6,218 | -7% | -$92.6K | |||
| $1.23M | 0% | 100,786 -515 | -0.5% | -$6.27K | |||
| $1.23M | 0% | 555,453 -1,395,690 | -72% | -$3.08M | |||
| $1.23M | 0% | 28,258 -1,408 | -5% | -$61.2K | |||
| $1.23M | 0% | 203,504 -119,302 | -37% | -$719K | |||
| $1.23M | 0% | 11,895 -9,034 | -43% | -$931K | |||
| $1.23M | 0% | 1,551,081 +447,688 | +41% | +$354K | |||
| $1.22M | 0% | 728,822 +279,969 | +62% | +$470K | |||
| $1.22M | 0% | 74,832 -9,533 | -11% | -$156K | |||
| $1.22M | 0% | 188,531 -41,629 | -18% | -$270K |
