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 | |
|---|---|---|---|---|---|---|---|
| $921K | 0% | 55,761 +47,478 | +573% | +$785K | |||
| $921K | 0% | 139,525 -175,950 | -56% | -$1.16M | |||
| $920K | 0% | 26,281 +2,027 | +8% | +$71K | |||
| $919K | 0% | 14,759 +14,682 | +19,068% | +$914K | |||
| $918K | 0% | 29,616 +5,302 | +22% | +$164K | |||
| $918K | 0% | 67,322 -40,926 | -38% | -$558K | |||
| $917K | 0% | 8,227 -5,147 | -38% | -$574K | |||
| $917K | 0% | 81,591 +45,800 | +128% | +$515K | |||
| $916K | 0% | 301,359 +40,582 | +16% | +$123K | |||
| $915K | 0% | 37,170 +7,563 | +26% | +$186K | |||
| $914K | 0% | 37,201 +12,788 | +52% | +$314K | |||
| $913K | 0% | 26,234 +13,191 | +101% | +$459K | |||
| $912K | 0% | 89,613 +100 | +0.1% | +$1.02K | |||
| $912K | 0% | 142,537 +34,772 | +32% | +$223K | |||
| $912K | 0% | 314,329 -106,234 | -25% | -$308K | |||
| $911K | 0% | 403,276 -118,073 | -23% | -$267K | |||
| $911K | 0% | 96,740 -44,602 | -32% | -$420K | |||
| $911K | 0% | 100,755 +15,428 | +18% | +$139K | |||
| $910K | 0% | 50,593 | New | +$910K | |||
| $910K | 0% | 192,778 +150,147 | +352% | +$709K | |||
| $910K | 0% | 30,484 -4,473 | -13% | -$133K | |||
| $909K | 0% | 74,298 +387 | +0.5% | +$4.73K | |||
| $903K | 0% | 103,336 +28,927 | +39% | +$253K | |||
| $901K | 0% | 141,911 +79,273 | +127% | +$503K | |||
| $901K | 0% | 319,514 -36,557 | -10% | -$103K |
