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 | |
|---|---|---|---|---|---|---|---|
| $786K | 0% | 24,756 +8,373 | +51% | +$266K | |||
| $785K | 0% | 291,985 +238,799 | +449% | +$642K | |||
| $785K | 0% | 154,862 -636,588 | -80% | -$3.23M | |||
| $781K | 0% | 7,130 +3,513 | +97% | +$385K | |||
| $780K | 0% | 14,785 +9,129 | +161% | +$482K | |||
| $780K | 0% | 324,869 +110,480 | +52% | +$265K | |||
| $780K | 0% | 144,903 -9,302 | -6% | -$50K | |||
| $779K | 0% | 4,973 +4,837 | +3,557% | +$758K | |||
| $778K | 0% | 72,241 +36,613 | +103% | +$394K | |||
| $777K | 0% | 25,175 +23,266 | +1,219% | +$718K | |||
| $776K | 0% | 24,827 +10,628 | +75% | +$332K | |||
| $776K | 0% | 110,217 +1,236 | +1% | +$8.7K | |||
| $773K | 0% | 19,284 +2,740 | +17% | +$110K | |||
| $771K | 0% | 45,516 -179,203 | -80% | -$3.03M | |||
| $769K | 0% | 198,648 +50,111 | +34% | +$194K | |||
| $769K | 0% | 52,043 -226,219 | -81% | -$3.34M | |||
| $767K | 0% | 54,346 -3,277 | -6% | -$46.3K | |||
| $766K | 0% | 99,885 +51,326 | +106% | +$394K | |||
| $764K | 0% | 31,396 +8,021 | +34% | +$195K | |||
| $764K | 0% | 236,445 +138,881 | +142% | +$449K | |||
| $763K | 0% | 512,307 +91,067 | +22% | +$136K | |||
| $761K | 0% | 224,524 -75,547 | -25% | -$256K | |||
| $760K | 0% | 16,226 +13,054 | +412% | +$611K | |||
| $756K | 0% | 21,334 +16,798 | +370% | +$595K | |||
| $754K | 0% | 74,325 -4,401 | -6% | -$44.7K |
