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 | |
|---|---|---|---|---|---|---|---|
| $634K | 0% | 54,708 +1,135 | +2% | +$13.1K | |||
| $633K | 0% | 175,748 -14,257 | -8% | -$51.3K | |||
| $633K | 0% | 46,412 +19,600 | +73% | +$267K | |||
| $632K | 0% | 108,026 -6,412 | -6% | -$37.5K | |||
| $631K | 0% | 16,015 +2,484 | +18% | +$97.9K | |||
| $631K | 0% | 59,544 +6,473 | +12% | +$68.5K | |||
| $628K | 0% | 8,432 +1,232 | +17% | +$91.8K | |||
| $628K | 0% | 50,599 -44,391 | -47% | -$551K | |||
| $626K | 0% | 274,628 +169,295 | +161% | +$386K | |||
| $626K | 0% | 128,736 +35,949 | +39% | +$175K | |||
| $625K | 0% | 20,072 -2,325 | -10% | -$72.4K | |||
| $622K | 0% | 74,524 +633 | +0.9% | +$5.28K | |||
| $621K | 0% | 522,205 +417,707 | +400% | +$497K | |||
| $620K | 0% | 13,951 +6,329 | +83% | +$281K | |||
| $620K | 0% | 152,592 +62,512 | +69% | +$254K | |||
| $617K | 0% | 72,702 -59,659 | -45% | -$507K | |||
| $617K | 0% | 26,905 +4,491 | +20% | +$103K | |||
| $617K | 0% | 39,274 -12,778 | -25% | -$201K | |||
| $613K | 0% | 13,142 +5,060 | +63% | +$236K | |||
| $613K | 0% | 25,081 -9,279 | -27% | -$227K | |||
| $613K | 0% | 81,617 +25,906 | +47% | +$195K | |||
| $612K | 0% | 10,613 -848 | -7% | -$48.9K | |||
| $610K | 0% | 225,777 -47,696 | -17% | -$129K | |||
| $609K | 0% | 11,066 +8,911 | +414% | +$490K | |||
| $608K | 0% | 158,707 -154,340 | -49% | -$591K |
