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 | |
|---|---|---|---|---|---|---|---|
| $649K | 0% | 64,747 +43,419 | +204% | +$435K | |||
| $649K | 0% | 267,209 +169,280 | +173% | +$411K | |||
| $649K | 0% | 25,000 | New | +$649K | |||
| $648K | 0% | 158,412 +153,415 | +3,070% | +$627K | |||
| $647K | 0% | 61,183 -12,272 | -17% | -$130K | |||
| $647K | 0% | 616,421 -121,953 | -17% | -$128K | |||
| $646K | 0% | 112,005 -5,054 | -4% | -$29.2K | |||
| $646K | 0% | 105,342 -133,995 | -56% | -$821K | |||
| $644K | 0% | 57,869 | New | +$644K | |||
| $643K | 0% | 24,510 +7,892 | +47% | +$207K | |||
| $643K | 0% | 8,922 -1,772 | -17% | -$128K | |||
| $643K | 0% | 101,991 -147,568 | -59% | -$930K | |||
| $640K | 0% | 84,343 +35,853 | +74% | +$272K | |||
| $640K | 0% | 72,692 -28,884 | -28% | -$254K | |||
| $639K | 0% | 123,202 -26,990 | -18% | -$140K | |||
| $639K | 0% | 266,371 -40,016 | -13% | -$96K | |||
| $639K | 0% | 66,859 +31,309 | +88% | +$299K | |||
| $638K | 0% | 51,355 +13,010 | +34% | +$162K | |||
| $638K | 0% | 52,470 +6,704 | +15% | +$81.5K | |||
| $638K | 0% | 132,618 -6,524 | -5% | -$31.4K | |||
| $638K | 0% | 396,136 +307,320 | +346% | +$495K | |||
| $635K | 0% | 219,829 +12,720 | +6% | +$36.8K | |||
| $635K | 0% | 160,832 -175,148 | -52% | -$692K | |||
| $635K | 0% | 12,274 -40 | -0.3% | -$2.07K | |||
| $634K | 0% | 32,446 -36,074 | -53% | -$705K |
