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 | |
|---|---|---|---|---|---|---|---|
| $585K | 0% | 24,580 | New | +$585K | |||
| $584K | 0% | 93,155 -4,384 | -4% | -$27.5K | |||
| $584K | 0% | 22,069 +21,209 | +2,466% | +$561K | |||
| $582K | 0% | 17,044 -103 | -0.6% | -$3.52K | |||
| $581K | 0% | 18,444 -5,851 | -24% | -$184K | |||
| $581K | 0% | 418,132 -3,264 | -0.8% | -$4.54K | |||
| $581K | 0% | 71,108 -52,371 | -42% | -$428K | |||
| $579K | 0% | 9,642 +9,588 | +17,756% | +$576K | |||
| $577K | 0% | 288,482 +76,918 | +36% | +$154K | |||
| $576K | 0% | 323,710 +34,743 | +12% | +$61.8K | |||
| $575K | 0% | 94,020 -21,084 | -18% | -$129K | |||
| $574K | 0% | 139,713 +128,980 | +1,202% | +$530K | |||
| $574K | 0% | 34,466 +11,301 | +49% | +$188K | |||
| $573K | 0% | 140,054 +18,886 | +16% | +$77.2K | |||
| $573K | 0% | 172,513 -45,367 | -21% | -$151K | |||
| $572K | 0% | 76,531 -3,108 | -4% | -$23.2K | |||
| $571K | 0% | 20,657 -24,939 | -55% | -$689K | |||
| $570K | 0% | 15,612 -1,410 | -8% | -$51.4K | |||
| $567K | 0% | 22,070 +9,788 | +80% | +$252K | |||
| $567K | 0% | 457,249 +333,289 | +269% | +$413K | |||
| $567K | 0% | 32,147 -1,569 | -5% | -$27.7K | |||
| $566K | 0% | 20,893 -7,870 | -27% | -$213K | |||
| $565K | 0% | 22,255 -335,882 | -94% | -$8.52M | |||
| $564K | 0% | 22,594 +1,254 | +6% | +$31.3K | |||
| $562K | 0% | 1,604,519 -2,994,207 | -65% | -$1.05M |
