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 | |
|---|---|---|---|---|---|---|---|
| $502K | 0% | 16,537 +7,974 | +93% | +$242K | |||
| $502K | 0% | 22,479 -9,728 | -30% | -$217K | |||
| $497K | 0% | 61,480 -53,692 | -47% | -$434K | |||
| $497K | 0% | 83,660 +46,300 | +124% | +$275K | |||
| $495K | 0% | 42,659 -6,042 | -12% | -$70.1K | |||
| $495K | 0% | 36,514 -9,003 | -20% | -$122K | |||
| $494K | 0% | 11,913 -15,070 | -56% | -$626K | |||
| $494K | 0% | 19,902 +6,126 | +44% | +$152K | |||
| $494K | 0% | 48,505 -250,468 | -84% | -$2.55M | |||
| $494K | 0% | 2,281 +1,082 | +90% | +$234K | |||
| $493K | 0% | 322,448 -603,018 | -65% | -$923K | |||
| $490K | 0% | 316,227 +115,995 | +58% | +$180K | |||
| $489K | 0% | 18,867 +10,873 | +136% | +$282K | |||
| $488K | 0% | 10,636 -897 | -8% | -$41.1K | |||
| $488K | 0% | 75,478 -46,797 | -38% | -$302K | |||
| $487K | 0% | 7,684 | New | +$487K | |||
| $487K | 0% | 14,550 +4,839 | +50% | +$162K | |||
| $486K | 0% | 36,882 -62,678 | -63% | -$825K | |||
| $485K | 0% | 53,070 -165,151 | -76% | -$1.51M | |||
| $485K | 0% | 45,791 +45,789 | +2,289,450% | +$485K | |||
| $485K | 0% | 89,443 -152,907 | -63% | -$829K | |||
| $485K | 0% | 941,158 -658,842 | -41% | -$339K | |||
| $484K | 0% | 31,190 +22,460 | +257% | +$348K | |||
| $484K | 0% | 8,137 -5,466 | -40% | -$325K | |||
| $483K | 0% | 497,857 +263,039 | +112% | +$255K |
