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 | |
|---|---|---|---|---|---|---|---|
| $452K | 0% | 11,116 +15 | +0.1% | +$610 | |||
| $452K | 0% | 38,187 +10,066 | +36% | +$119K | |||
| $452K | 0% | 15,895 -2,591 | -14% | -$73.6K | |||
| $450K | 0% | 23,028 +10,483 | +84% | +$205K | |||
| $449K | 0% | 34,410 -16,847 | -33% | -$220K | |||
| $448K | 0% | 20,186 -1,613 | -7% | -$35.8K | |||
| $448K | 0% | 10,456 +8,344 | +395% | +$358K | |||
| $446K | 0% | 13,023 +4,965 | +62% | +$170K | |||
| $445K | 0% | 23,239 -107,671 | -82% | -$2.06M | |||
| $445K | 0% | 182,485 -1,311,601 | -88% | -$3.2M | |||
| $444K | 0% | 33,040 +22,169 | +204% | +$298K | |||
| $444K | 0% | 79,538 +4,609 | +6% | +$25.7K | |||
| $443K | 0% | 14,038 -13,697 | -49% | -$433K | |||
| $443K | 0% | 17,176 | New | +$443K | |||
| $443K | 0% | 4,346 | New | +$443K | |||
| $443K | 0% | 25,202 -913 | -4% | -$16K | |||
| $442K | 0% | 240,456 -41,212 | -15% | -$75.8K | |||
| $440K | 0% | 3,294 +1,922 | +140% | +$257K | |||
| $440K | 0% | 406,988 +3,835 | +1% | +$4.14K | |||
| $439K | 0% | 22,904 -41,969 | -65% | -$804K | |||
| $437K | 0% | 8,526 -2,209 | -21% | -$113K | |||
| $437K | 0% | 1,937 -2,130 | -52% | -$481K | |||
| $434K | 0% | 10,382 +10,378 | +259,450% | +$434K | |||
| $433K | 0% | 61,102 +3,023 | +5% | +$21.4K | |||
| $431K | 0% | 20,557 -1,692 | -8% | -$35.5K |
