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 | |
|---|---|---|---|---|---|---|---|
| $561K | 0% | 71,900 +17,443 | +32% | +$136K | |||
| $560K | 0% | 128,053 -20,972 | -14% | -$91.6K | |||
| $559K | 0% | 83,062 -118,776 | -59% | -$799K | |||
| $558K | 0% | 41,914 -210,925 | -83% | -$2.81M | |||
| $557K | 0% | 120,572 -80,413 | -40% | -$372K | |||
| $557K | 0% | 21,686 +1,974 | +10% | +$50.7K | |||
| $555K | 0% | 203,287 +92,641 | +84% | +$253K | |||
| $555K | 0% | 205,515 -15,883 | -7% | -$42.9K | |||
| $553K | 0% | 42,311 +3,747 | +10% | +$49K | |||
| $553K | 0% | 19,692 +18,694 | +1,873% | +$525K | |||
| $552K | 0% | 14,932 -34,464 | -70% | -$1.27M | |||
| $551K | 0% | 10,437 -1,709 | -14% | -$90.3K | |||
| $551K | 0% | 22,338 +7,002 | +46% | +$173K | |||
| $551K | 0% | 22,864 -114 | -0.5% | -$2.75K | |||
| $551K | 0% | 120,759 +97,267 | +414% | +$444K | |||
| $550K | 0% | 11,047 +1,946 | +21% | +$97K | |||
| $550K | 0% | 22,345 +13,267 | +146% | +$327K | |||
| $550K | 0% | 24,902 -7,618 | -23% | -$168K | |||
| $549K | 0% | 5,153 +4,844 | +1,568% | +$516K | |||
| $547K | 0% | 12,473 +1,245 | +11% | +$54.6K | |||
| $547K | 0% | 20,299 -10,309 | -34% | -$278K | |||
| $545K | 0% | 13,131 -6,876 | -34% | -$286K | |||
| $545K | 0% | 132,233 +41,593 | +46% | +$171K | |||
| $544K | 0% | 199,315 -22,779 | -10% | -$62.2K | |||
| $544K | 0% | 149,485 +4,751 | +3% | +$17.3K |
