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 | |
|---|---|---|---|---|---|---|---|
| $901K | 0% | 63,138 +3,873 | +7% | +$55.3K | |||
| $901K | 0% | 83,187 -3,271 | -4% | -$35.4K | |||
| $901K | 0% | 39,488 -4,466 | -10% | -$102K | |||
| $900K | 0% | 13,816 -3,144 | -19% | -$205K | |||
| $898K | 0% | 30,673 +3,373 | +12% | +$98.8K | |||
| $892K | 0% | 66,196 -25,986 | -28% | -$350K | |||
| $890K | 0% | 12,218 +5,176 | +74% | +$377K | |||
| $890K | 0% | 53,200 -37,273 | -41% | -$623K | |||
| $889K | 0% | 307,684 +227,935 | +286% | +$659K | |||
| $889K | 0% | 152,174 -1,238 | -0.8% | -$7.23K | |||
| $889K | 0% | 699,731 +181,363 | +35% | +$230K | |||
| $888K | 0% | 16,849 +5,003 | +42% | +$264K | |||
| $886K | 0% | 140,899 -117,169 | -45% | -$737K | |||
| $885K | 0% | 38,565 -17,506 | -31% | -$402K | |||
| $884K | 0% | 8,801 +751 | +9% | +$75.5K | |||
| $883K | 0% | 17,728 -5,432 | -23% | -$271K | |||
| $882K | 0% | 60,506 -11,957 | -17% | -$174K | |||
| $882K | 0% | 61,428 +51,641 | +528% | +$742K | |||
| $881K | 0% | 60,415 -19,889 | -25% | -$290K | |||
| $881K | 0% | 54,732 +27,194 | +99% | +$438K | |||
| $878K | 0% | 218,521 +20,581 | +10% | +$82.7K | |||
| $878K | 0% | 19,198 | New | +$878K | |||
| $876K | 0% | 170,112 -360,489 | -68% | -$1.86M | |||
| $876K | 0% | 186,737 +30,323 | +19% | +$142K | |||
| $875K | 0% | 188,198 -12,881 | -6% | -$59.9K |
