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 | |
|---|---|---|---|---|---|---|---|
| $1.18M | 0% | 65,330 +4,968 | +8% | +$90K | |||
| $1.18M | 0% | 706,869 +177,921 | +34% | +$297K | |||
| $1.18M | 0% | 133,250 +10,442 | +9% | +$92.3K | |||
| $1.18M | 0% | 11,672 -3,896 | -25% | -$392K | |||
| $1.17M | 0% | 79,444 -1,256 | -2% | -$18.6K | |||
| $1.17M | 0% | 210,944 -83,474 | -28% | -$464K | |||
| $1.17M | 0% | 9,281 +1,861 | +25% | +$235K | |||
| $1.17M | 0% | 61,694 -1,817 | -3% | -$34.5K | |||
| $1.17M | 0% | 10,562 -3,930 | -27% | -$435K | |||
| $1.17M | 0% | 19,041 +18,971 | +27,101% | +$1.16M | |||
| $1.17M | 0% | 39,289 +9,244 | +31% | +$275K | |||
| $1.17M | 0% | 557,959 +138,363 | +33% | +$289K | |||
| $1.17M | 0% | 37,861 +4,119 | +12% | +$127K | |||
| $1.16M | 0% | 112,713 -235,916 | -68% | -$2.43M | |||
| $1.16M | 0% | 92,074 +31,226 | +51% | +$393K | |||
| $1.15M | 0% | 199,741 +2,500 | +1% | +$14.4K | |||
| $1.15M | 0% | 66,031 +2,669 | +4% | +$46.5K | |||
| $1.15M | 0% | 84,215 -4,474 | -5% | -$61.1K | |||
| $1.15M | 0% | 120,885 +37,059 | +44% | +$352K | |||
| $1.15M | 0% | 94,627 -311,734 | -77% | -$3.78M | |||
| $1.15M | 0% | 71,974 -186 | -0.3% | -$2.96K | |||
| $1.15M | 0% | 40,971 -4,894 | -11% | -$137K | |||
| $1.14M | 0% | 246,706 -19,249 | -7% | -$89.3K | |||
| $1.14M | 0% | 130,077 +23,610 | +22% | +$208K | |||
| $1.14M | 0% | 171,831 -6,013 | -3% | -$40K |
