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 | |
|---|---|---|---|---|---|---|---|
| $668K | 0% | 29,693 +11,078 | +60% | +$249K | |||
| $668K | 0% | 3,936 +117 | +3% | +$19.9K | |||
| $667K | 0% | 79,886 | New | +$667K | |||
| $667K | 0% | 54,416 -1,148 | -2% | -$14.1K | |||
| $666K | 0% | 34,110 +10,865 | +47% | +$212K | |||
| $665K | 0% | 6,614 +2,307 | +54% | +$232K | |||
| $664K | 0% | 129,944 +13,618 | +12% | +$69.6K | |||
| $664K | 0% | 35,242 -7,317 | -17% | -$138K | |||
| $663K | 0% | 13,086 +4,686 | +56% | +$237K | |||
| $663K | 0% | 26,595 +1,478 | +6% | +$36.8K | |||
| $661K | 0% | 7,454 | New | +$661K | |||
| $661K | 0% | 92,084 -1,757 | -2% | -$12.6K | |||
| $660K | 0% | 12,056 +9,426 | +358% | +$516K | |||
| $659K | 0% | 10,957 | New | +$659K | |||
| $658K | 0% | 62,527 -15,438 | -20% | -$162K | |||
| $658K | 0% | 975,543 -189,995 | -16% | -$128K | |||
| $657K | 0% | 41,420 +1,324 | +3% | +$21K | |||
| $655K | 0% | 519,689 -32,350 | -6% | -$40.8K | |||
| $654K | 0% | 36,499 -4,505,369 | -99% | -$80.8M | |||
| $654K | 0% | 156,540 +96,905 | +163% | +$405K | |||
| $654K | 0% | 50,000 -4,845 | -9% | -$63.4K | |||
| $653K | 0% | 54,568 +24,170 | +80% | +$289K | |||
| $652K | 0% | 716,087 +256,283 | +56% | +$233K | |||
| $651K | 0% | 91,249 +17,175 | +23% | +$122K | |||
| $650K | 0% | 23,657 -3,208 | -12% | -$88.2K |
