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 | |
|---|---|---|---|---|---|---|---|
| $544K | 0% | 530,779 -111,414 | -17% | -$114K | |||
| $544K | 0% | 23,913 -3,933 | -14% | -$89.5K | |||
| $544K | 0% | 25,000 | – | – | |||
| $544K | 0% | 109,815 +69,983 | +176% | +$346K | |||
| $544K | 0% | 18,010 +98 | +0.6% | +$2.96K | |||
| $543K | 0% | 94,470 +195 | +0.2% | +$1.12K | |||
| $541K | 0% | 11,428 +9,989 | +694% | +$473K | |||
| $541K | 0% | 34,340 +9,651 | +39% | +$152K | |||
| $540K | 0% | 123,090 +60,551 | +97% | +$266K | |||
| $540K | 0% | 26,160 +903 | +4% | +$18.6K | |||
| $540K | 0% | 65,254 -149,642 | -70% | -$1.24M | |||
| $540K | 0% | 449,682 -142,430 | -24% | -$171K | |||
| $539K | 0% | 99,413 -30,798 | -24% | -$167K | |||
| $537K | 0% | 91,085 -28,197 | -24% | -$166K | |||
| $537K | 0% | 15,635 +14,731 | +1,630% | +$506K | |||
| $534K | 0% | 14,917 +13,831 | +1,274% | +$495K | |||
| $533K | 0% | 51,600 -1,000 | -2% | -$10.3K | |||
| $532K | 0% | 582,878 +186,511 | +47% | +$170K | |||
| $532K | 0% | 43,757 +13,969 | +47% | +$170K | |||
| $531K | 0% | 20,981 -11,105 | -35% | -$281K | |||
| $531K | 0% | 126,376 +84,743 | +204% | +$356K | |||
| $528K | 0% | 125,921 -289,383 | -70% | -$1.21M | |||
| $528K | 0% | 64,809 -240,745 | -79% | -$1.96M | |||
| $527K | 0% | 466,037 +74,141 | +19% | +$83.8K | |||
| $526K | 0% | 14,307 | New | +$526K |
