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 | |
|---|---|---|---|---|---|---|---|
| $482K | 0% | 90,844 +1,467 | +2% | +$7.79K | |||
| $482K | 0% | 89,837 +87,562 | +3,849% | +$469K | |||
| $481K | 0% | 22,643 +18,598 | +460% | +$395K | |||
| $480K | 0% | 9,835 +9,704 | +7,408% | +$474K | |||
| $480K | 0% | 21,647 +581 | +3% | +$12.9K | |||
| $478K | 0% | 9,112 -10,688 | -54% | -$561K | |||
| $478K | 0% | 146,657 +6,513 | +5% | +$21.2K | |||
| $478K | 0% | 5,521 -11,027 | -67% | -$955K | |||
| $476K | 0% | 471,597 +363,564 | +337% | +$367K | |||
| $475K | 0% | 130,484 | New | +$475K | |||
| $475K | 0% | 746,788 +238,232 | +47% | +$152K | |||
| $475K | 0% | 162,087 -3,151 | -2% | -$9.23K | |||
| $475K | 0% | 37,409 -30,755 | -45% | -$390K | |||
| $474K | 0% | 7,823 +5,022 | +179% | +$304K | |||
| $473K | 0% | 99,319 +36,322 | +58% | +$173K | |||
| $473K | 0% | 15,963 -12,337 | -44% | -$365K | |||
| $472K | 0% | 20,156 -3,813 | -16% | -$89.4K | |||
| $472K | 0% | 54,928 -103,227 | -65% | -$887K | |||
| $472K | 0% | 90,374 +66,430 | +277% | +$347K | |||
| $472K | 0% | 13,520 +9,583 | +243% | +$334K | |||
| $470K | 0% | 87,932 -28,644 | -25% | -$153K | |||
| $468K | 0% | 39,701 +1,888 | +5% | +$22.3K | |||
| $468K | 0% | 12,448 -10,278 | -45% | -$386K | |||
| $466K | 0% | 40,316 +15,506 | +63% | +$179K | |||
| $466K | 0% | 17,426 +506 | +3% | +$13.5K |
