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 | |
|---|---|---|---|---|---|---|---|
| $814K | 0% | 148,200 -87,541 | -37% | -$481K | |||
| $813K | 0% | 7,132 -195 | -3% | -$22.2K | |||
| $813K | 0% | 190,294 -834,073 | -81% | -$3.56M | |||
| $810K | 0% | 381,952 -1,764,797 | -82% | -$3.74M | |||
| $807K | 0% | 129,494 +34,168 | +36% | +$213K | |||
| $805K | 0% | 74,151 -2,773 | -4% | -$30.1K | |||
| $805K | 0% | 131,551 -29,961 | -19% | -$183K | |||
| $804K | 0% | 724,709 +311,479 | +75% | +$346K | |||
| $803K | 0% | 70,574 +10,966 | +18% | +$125K | |||
| $802K | 0% | 28,701 -63,926 | -69% | -$1.79M | |||
| $801K | 0% | 11,590 -80,466 | -87% | -$5.56M | |||
| $801K | 0% | 26,119 +207 | +0.8% | +$6.35K | |||
| $797K | 0% | 75,929 +32,230 | +74% | +$338K | |||
| $797K | 0% | 203,211 -299,545 | -60% | -$1.17M | |||
| $796K | 0% | 12,793 -7,979 | -38% | -$496K | |||
| $795K | 0% | 34,132 +24,283 | +247% | +$566K | |||
| $795K | 0% | 79,474 -22,732 | -22% | -$227K | |||
| $793K | 0% | 209,810 +78,599 | +60% | +$297K | |||
| $793K | 0% | 10,576 -39,969 | -79% | -$3M | |||
| $793K | 0% | 98,951 +432 | +0.4% | +$3.46K | |||
| $792K | 0% | 63,380 +19,800 | +45% | +$247K | |||
| $791K | 0% | 230,596 -32,898 | -12% | -$113K | |||
| $790K | 0% | 30,403 | New | +$790K | |||
| $790K | 0% | 16,588 +16,248 | +4,779% | +$774K | |||
| $788K | 0% | 12,359 +3,086 | +33% | +$197K |
