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 | |
|---|---|---|---|---|---|---|---|
| $729K | 0% | 55,094 +21,674 | +65% | +$287K | |||
| $729K | 0% | 99,951 | New | +$729K | |||
| $728K | 0% | 12,020 +2,192 | +22% | +$133K | |||
| $725K | 0% | 7,925 +2,325 | +42% | +$213K | |||
| $725K | 0% | 11,222 | New | +$725K | |||
| $723K | 0% | 27,511 +13,929 | +103% | +$366K | |||
| $722K | 0% | 275,558 -67,688 | -20% | -$177K | |||
| $720K | 0% | 50,340 +49,418 | +5,360% | +$707K | |||
| $719K | 0% | 123,082 -48,335 | -28% | -$282K | |||
| $718K | 0% | 115,829 | New | +$718K | |||
| $718K | 0% | 578,865 +239,072 | +70% | +$296K | |||
| $716K | 0% | 108,848 -32,397 | -23% | -$213K | |||
| $716K | 0% | 24,903 -7,801 | -24% | -$224K | |||
| $716K | 0% | 43,879 -43,117 | -50% | -$703K | |||
| $715K | 0% | 214,766 -829,082 | -79% | -$2.76M | |||
| $713K | 0% | 12,713 +663 | +6% | +$37.2K | |||
| $712K | 0% | 17,770 | New | +$712K | |||
| $710K | 0% | 23,644 -697 | -3% | -$20.9K | |||
| $709K | 0% | 315,304 -44,874 | -12% | -$101K | |||
| $708K | 0% | 18,821 -880 | -4% | -$33.1K | |||
| $707K | 0% | 74,161 +20,897 | +39% | +$199K | |||
| $705K | 0% | 48,860 +20,004 | +69% | +$288K | |||
| $702K | 0% | 20,755 -53,629 | -72% | -$1.81M | |||
| $701K | 0% | 23,273 -2,683 | -10% | -$80.9K | |||
| $701K | 0% | 96,285 +62,893 | +188% | +$458K |
