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 | |
|---|---|---|---|---|---|---|---|
| $751K | 0% | 20,399 +11,204 | +122% | +$413K | |||
| $751K | 0% | 14,389 +225 | +2% | +$11.7K | |||
| $750K | 0% | 1,143,994 -3,625,193 | -76% | -$2.38M | |||
| $750K | 0% | 26,716 -9,517 | -26% | -$267K | |||
| $750K | 0% | 51,883 -28,668 | -36% | -$414K | |||
| $748K | 0% | 153,959 +69 | +0% | +$335 | |||
| $748K | 0% | 15,933 -397 | -2% | -$18.6K | |||
| $748K | 0% | 151,940 -32,697 | -18% | -$161K | |||
| $747K | 0% | 45,390 +1,084 | +2% | +$17.8K | |||
| $745K | 0% | 95,947 +11,092 | +13% | +$86.1K | |||
| $744K | 0% | 28,306 +18,294 | +183% | +$481K | |||
| $743K | 0% | 32,590 -74,335 | -70% | -$1.69M | |||
| $743K | 0% | 46,821 +29,030 | +163% | +$461K | |||
| $741K | 0% | 510,989 +469,204 | +1,123% | +$680K | |||
| $741K | 0% | 52,790 -75,779 | -59% | -$1.06M | |||
| $739K | 0% | 17,405 -2,406 | -12% | -$102K | |||
| $738K | 0% | 103,605 +40,537 | +64% | +$289K | |||
| $736K | 0% | 70,801 -43,348 | -38% | -$450K | |||
| $734K | 0% | 40,735 | New | +$734K | |||
| $734K | 0% | 115,730 -47,632 | -29% | -$302K | |||
| $733K | 0% | 104,263 +46,648 | +81% | +$328K | |||
| $733K | 0% | 15,952 +12,479 | +359% | +$573K | |||
| $732K | 0% | 27,514 -466 | -2% | -$12.4K | |||
| $732K | 0% | 102,609 -55,298 | -35% | -$394K | |||
| $731K | 0% | 533,725 -298,677 | -36% | -$409K |
