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 | |
|---|---|---|---|---|---|---|---|
| $431K | 0% | 20,067 +10,076 | +101% | +$216K | |||
| $431K | 0% | 823,535 +698,600 | +559% | +$365K | |||
| $430K | 0% | 46,286 -1,565 | -3% | -$14.6K | |||
| $429K | 0% | 45,318 -10,541 | -19% | -$99.8K | |||
| $428K | 0% | 9,157 +960 | +12% | +$44.9K | |||
| $428K | 0% | 4,106 -145 | -3% | -$15.1K | |||
| $426K | 0% | 19,448 +8,161 | +72% | +$179K | |||
| $426K | 0% | 45,262 -108,306 | -71% | -$1.02M | |||
| $426K | 0% | 62,791 -56,693 | -47% | -$384K | |||
| $425K | 0% | 14,773 +865 | +6% | +$24.9K | |||
| $425K | 0% | 91,514 +32,115 | +54% | +$149K | |||
| $424K | 0% | 114,695 +20,228 | +21% | +$74.8K | |||
| $424K | 0% | 290,556 -34,025 | -10% | -$49.7K | |||
| $424K | 0% | 929,833 +928,979 | +108,780% | +$424K | |||
| $424K | 0% | 77,887 -167,021 | -68% | -$909K | |||
| $423K | 0% | 4,697 +4,670 | +17,296% | +$421K | |||
| $422K | 0% | 46,172 +7,682 | +20% | +$70.3K | |||
| $421K | 0% | 92,311 +46,882 | +103% | +$214K | |||
| $421K | 0% | 20,706 +5,496 | +36% | +$112K | |||
| $420K | 0% | 53,475 +43,358 | +429% | +$340K | |||
| $419K | 0% | 10,826 -70 | -0.6% | -$2.71K | |||
| $419K | 0% | 16,449 -249 | -1% | -$6.35K | |||
| $418K | 0% | 32,861 +12,204 | +59% | +$155K | |||
| $418K | 0% | 37,417 | New | +$418K | |||
| $416K | 0% | 11,535 +1,374 | +14% | +$49.6K |
