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 | |
|---|---|---|---|---|---|---|---|
| $525K | 0% | 70,044 -386 | -0.6% | -$2.89K | |||
| $523K | 0% | 28,782 -15,173 | -35% | -$276K | |||
| $523K | 0% | 64,842 +32,836 | +103% | +$265K | |||
| $523K | 0% | 431,875 +347,943 | +415% | +$421K | |||
| $522K | 0% | 84,680 +29,673 | +54% | +$183K | |||
| $521K | 0% | 156,042 +65,244 | +72% | +$218K | |||
| $520K | 0% | 13,530 +13,362 | +7,954% | +$513K | |||
| $518K | 0% | 7,071 +1,502 | +27% | +$110K | |||
| $517K | 0% | 13,287 +6,816 | +105% | +$265K | |||
| $517K | 0% | 69,162 +46,608 | +207% | +$348K | |||
| $516K | 0% | 267,348 -61,373 | -19% | -$118K | |||
| $514K | 0% | 447,312 -133,009 | -23% | -$153K | |||
| $514K | 0% | 33,570 +8,138 | +32% | +$125K | |||
| $514K | 0% | 197,021 -127,146 | -39% | -$332K | |||
| $511K | 0% | 632,828 +276,008 | +77% | +$223K | |||
| $511K | 0% | 11,899 +2,015 | +20% | +$86.5K | |||
| $510K | 0% | 184,257 +49,333 | +37% | +$137K | |||
| $510K | 0% | 68,095 -66,232 | -49% | -$496K | |||
| $507K | 0% | 30,836 -13,328 | -30% | -$219K | |||
| $506K | 0% | 33,750 -28,453 | -46% | -$427K | |||
| $505K | 0% | 28,853 +5,411 | +23% | +$94.7K | |||
| $505K | 0% | 9,089 -866 | -9% | -$48.1K | |||
| $505K | 0% | 236,876 +110,837 | +88% | +$236K | |||
| $504K | 0% | 10,508 +10,307 | +5,128% | +$494K | |||
| $502K | 0% | 5,119 -186 | -4% | -$18.3K |
