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 | |
|---|---|---|---|---|---|---|---|
| $700K | 0% | 46,421 -2,626 | -5% | -$39.6K | |||
| $698K | 0% | 55,880 +29,402 | +111% | +$367K | |||
| $696K | 0% | 45,812 -103,851 | -69% | -$1.58M | |||
| $696K | 0% | 108,452 -9,936 | -8% | -$63.8K | |||
| $696K | 0% | 25,102 -1,890 | -7% | -$52.4K | |||
| $693K | 0% | 3,042 +2,002 | +193% | +$456K | |||
| $690K | 0% | 81,596 +21,418 | +36% | +$181K | |||
| $690K | 0% | 68,239 -15,675 | -19% | -$158K | |||
| $690K | 0% | 100,531 +67,434 | +204% | +$463K | |||
| $688K | 0% | 9,422 -888 | -9% | -$64.8K | |||
| $685K | 0% | 338,927 | New | +$685K | |||
| $684K | 0% | 24,019 -7,534 | -24% | -$214K | |||
| $681K | 0% | 82,604 -36,107 | -30% | -$298K | |||
| $679K | 0% | 15,772 -71,819 | -82% | -$3.09M | |||
| $679K | 0% | 490,200 +55,643 | +13% | +$77.1K | |||
| $678K | 0% | 848,436 -150,453 | -15% | -$120K | |||
| $677K | 0% | 72,177 -388 | -0.5% | -$3.64K | |||
| $673K | 0% | 51,072 +9,717 | +24% | +$128K | |||
| $673K | 0% | 47,124 -69,179 | -59% | -$988K | |||
| $672K | 0% | 67,788 +7,959 | +13% | +$78.9K | |||
| $671K | 0% | 66,614 -7,154 | -10% | -$72.1K | |||
| $671K | 0% | 192,292 +91,287 | +90% | +$319K | |||
| $671K | 0% | 82,825 -20,612 | -20% | -$167K | |||
| $670K | 0% | 12,527 -597 | -5% | -$31.9K | |||
| $669K | 0% | 88,781 -9,417 | -10% | -$71K |
