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 | |
|---|---|---|---|---|---|---|---|
| $466K | 0% | 382,225 -33,130 | -8% | -$40.4K | |||
| $466K | 0% | 68,360 +55,990 | +453% | +$382K | |||
| $465K | 0% | 8,347 -7,354 | -47% | -$410K | |||
| $465K | 0% | 13,369 +2,064 | +18% | +$71.8K | |||
| $465K | 0% | 170,150 +2,489 | +1% | +$6.8K | |||
| $463K | 0% | 39,050 -29,208 | -43% | -$346K | |||
| $463K | 0% | 43,681 +10,595 | +32% | +$112K | |||
| $461K | 0% | 51,039 -2,052 | -4% | -$18.6K | |||
| $461K | 0% | 13,431 | New | +$461K | |||
| $460K | 0% | 47,583 -12,451 | -21% | -$120K | |||
| $460K | 0% | 18,883 +6,320 | +50% | +$154K | |||
| $459K | 0% | 20,642 +8,422 | +69% | +$187K | |||
| $459K | 0% | 11,466 +393 | +4% | +$15.7K | |||
| $459K | 0% | 12,325 -1,126 | -8% | -$41.9K | |||
| $459K | 0% | 25,256 -20,960 | -45% | -$381K | |||
| $458K | 0% | 270,739 -560,928 | -67% | -$948K | |||
| $457K | 0% | 9,080 +595 | +7% | +$30K | |||
| $457K | 0% | 10,207 +6,353 | +165% | +$285K | |||
| $457K | 0% | 6,335 +277 | +5% | +$20K | |||
| $457K | 0% | 42,724 -1,837 | -4% | -$19.6K | |||
| $455K | 0% | 23,113 -3,829 | -14% | -$75.4K | |||
| $454K | 0% | 141,851 +34,364 | +32% | +$110K | |||
| $454K | 0% | 51,261 +8,960 | +21% | +$79.3K | |||
| $453K | 0% | 16,059 -5,177 | -24% | -$146K | |||
| $453K | 0% | 14,000 | New | +$453K |
