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 | |
|---|---|---|---|---|---|---|---|
| $1.14M | 0% | 45,795 | New | +$1.14M | |||
| $1.14M | 0% | 592,410 +241,319 | +69% | +$463K | |||
| $1.14M | 0% | 16,447 -42,704 | -72% | -$2.95M | |||
| $1.14M | 0% | 357,117 +136,506 | +62% | +$434K | |||
| $1.13M | 0% | 95,277 +49,096 | +106% | +$584K | |||
| $1.13M | 0% | 17,081 +1,958 | +13% | +$130K | |||
| $1.13M | 0% | 208,933 +185,205 | +781% | +$1M | |||
| $1.13M | 0% | 93,234 +26,328 | +39% | +$319K | |||
| $1.13M | 0% | 44,186 -10,963 | -20% | -$280K | |||
| $1.13M | 0% | 41,280 +6,162 | +18% | +$168K | |||
| $1.13M | 0% | 177,592 +175,841 | +10,042% | +$1.11M | |||
| $1.12M | 0% | 41,242 +40,876 | +11,168% | +$1.11M | |||
| $1.12M | 0% | 20,204 +563 | +3% | +$31.2K | |||
| $1.12M | 0% | 103,462 +16,106 | +18% | +$174K | |||
| $1.11M | 0% | 163,487 +1,111 | +0.7% | +$7.58K | |||
| $1.11M | 0% | 23,352 -2,000 | -8% | -$95.4K | |||
| $1.11M | 0% | 112,364 -24,792 | -18% | -$245K | |||
| $1.11M | 0% | 76,946 -19,966 | -21% | -$289K | |||
| $1.11M | 0% | 38,469 -89,259 | -70% | -$2.58M | |||
| $1.11M | 0% | 49,989 -8,609 | -15% | -$191K | |||
| $1.11M | 0% | 18,197 +5,648 | +45% | +$344K | |||
| $1.11M | 0% | 61,290 -1,438 | -2% | -$26K | |||
| $1.1M | 0% | 32,474 +28,268 | +672% | +$961K | |||
| $1.1M | 0% | 25,248 +7,632 | +43% | +$333K | |||
| $1.1M | 0% | 116,548 +27,000 | +30% | +$255K |
