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 | |
|---|---|---|---|---|---|---|---|
| $416K | 0% | 31,856 +26,299 | +473% | +$343K | |||
| $415K | 0% | 9,526 +2,129 | +29% | +$92.8K | |||
| $415K | 0% | 18,530 -37,653 | -67% | -$843K | |||
| $415K | 0% | 22,017 +3,774 | +21% | +$71.1K | |||
| $415K | 0% | 57,052 +1,366 | +2% | +$9.93K | |||
| $415K | 0% | 9,252 +2,285 | +33% | +$102K | |||
| $415K | 0% | 43,275 +1,806 | +4% | +$17.3K | |||
| $413K | 0% | 2,054,986 +1,334,456 | +185% | +$268K | |||
| $413K | 0% | 112,114 -291,510 | -72% | -$1.07M | |||
| $412K | 0% | 203,077 +168,616 | +489% | +$342K | |||
| $411K | 0% | 44,587 -14,231 | -24% | -$131K | |||
| $411K | 0% | 19,164 -2,587 | -12% | -$55.5K | |||
| $410K | 0% | 26,895 -7,513 | -22% | -$115K | |||
| $410K | 0% | 31,118 +13,538 | +77% | +$178K | |||
| $410K | 0% | 30,758 -7,390 | -19% | -$98.4K | |||
| $409K | 0% | 54,165 +29,946 | +124% | +$226K | |||
| $408K | 0% | 105,233 -122,305 | -54% | -$475K | |||
| $408K | 0% | 287,454 +136,782 | +91% | +$194K | |||
| $408K | 0% | 203,037 +43,035 | +27% | +$86.5K | |||
| $408K | 0% | 7,973 +3,274 | +70% | +$167K | |||
| $406K | 0% | 91,576 +52,644 | +135% | +$233K | |||
| $405K | 0% | 85,568 -51,748 | -38% | -$245K | |||
| $404K | 0% | 11,069 +7,898 | +249% | +$288K | |||
| $404K | 0% | 11,153 -747 | -6% | -$27.1K | |||
| $403K | 0% | 330,683 -437,147 | -57% | -$533K |
