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 | |
|---|---|---|---|---|---|---|---|
| $843K | 0% | 88,532 -37,460 | -30% | -$357K | |||
| $841K | 0% | 88,567 -1,889 | -2% | -$17.9K | |||
| $840K | 0% | 46,715 +33,048 | +242% | +$595K | |||
| $838K | 0% | 35,467 -22,969 | -39% | -$543K | |||
| $838K | 0% | 63,654 -65,851 | -51% | -$867K | |||
| $834K | 0% | 16,522 +4,955 | +43% | +$250K | |||
| $834K | 0% | 54,212 | New | +$834K | |||
| $833K | 0% | 907,278 +111,487 | +14% | +$102K | |||
| $831K | 0% | 17,667 -6,282 | -26% | -$296K | |||
| $831K | 0% | 41,658 -9,935 | -19% | -$198K | |||
| $829K | 0% | 100,768 +11,845 | +13% | +$97.5K | |||
| $828K | 0% | 132,270 +21,237 | +19% | +$133K | |||
| $828K | 0% | 279,667 +124,096 | +80% | +$367K | |||
| $828K | 0% | 49,737 -1,666 | -3% | -$27.7K | |||
| $826K | 0% | 23,678 +2,788 | +13% | +$97.3K | |||
| $824K | 0% | 502,264 +478,032 | +1,973% | +$784K | |||
| $823K | 0% | 42,226 -85,699 | -67% | -$1.67M | |||
| $822K | 0% | 21,570 | New | +$822K | |||
| $822K | 0% | 117,488 +102,427 | +680% | +$717K | |||
| $822K | 0% | 29,345 +4,133 | +16% | +$116K | |||
| $821K | 0% | 14,772 +14,474 | +4,857% | +$804K | |||
| $819K | 0% | 180,847 -47,408 | -21% | -$215K | |||
| $819K | 0% | 27,869 -27,707 | -50% | -$814K | |||
| $819K | 0% | 545,815 -384,911 | -41% | -$577K | |||
| $815K | 0% | 110,030 -4,996 | -4% | -$37K |
