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 | |
|---|---|---|---|---|---|---|---|
| $947K | 0% | 128,673 +128,172 | +25,583% | +$943K | |||
| $947K | 0% | 21,854 -172 | -0.8% | -$7.45K | |||
| $946K | 0% | 21,862 -65,874 | -75% | -$2.85M | |||
| $945K | 0% | 130,233 -285,574 | -69% | -$2.07M | |||
| $943K | 0% | 26,089 +4,796 | +23% | +$173K | |||
| $943K | 0% | 42,466 +26,492 | +166% | +$588K | |||
| $942K | 0% | 384,687 +361,360 | +1,549% | +$885K | |||
| $942K | 0% | 92,429 -82,512 | -47% | -$841K | |||
| $941K | 0% | 25,360 -1,530 | -6% | -$56.7K | |||
| $939K | 0% | 65,082 +12,937 | +25% | +$187K | |||
| $939K | 0% | 268,967 -69,187 | -20% | -$241K | |||
| $937K | 0% | 237,292 +75,106 | +46% | +$297K | |||
| $935K | 0% | 91,229 | New | +$935K | |||
| $933K | 0% | 100,626 +5,530 | +6% | +$51.3K | |||
| $933K | 0% | 28,030 +11,221 | +67% | +$373K | |||
| $931K | 0% | 37,894 -3,398 | -8% | -$83.5K | |||
| $931K | 0% | 19,899 -28,269 | -59% | -$1.32M | |||
| $930K | 0% | 469,755 +419,805 | +840% | +$831K | |||
| $927K | 0% | 53,861 +25,248 | +88% | +$435K | |||
| $926K | 0% | 304,506 -120,292 | -28% | -$366K | |||
| $925K | 0% | 71,559 -9,922 | -12% | -$128K | |||
| $923K | 0% | 196,437 +45,965 | +31% | +$216K | |||
| $923K | 0% | 39,734 +16,263 | +69% | +$378K | |||
| $922K | 0% | 213,467 -182,371 | -46% | -$788K | |||
| $922K | 0% | 9,229 -55,119 | -86% | -$5.51M |
