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 | |
|---|---|---|---|---|---|---|---|
| $403K | 0% | 12,904 | New | +$403K | |||
| $402K | 0% | 87,586 -142,351 | -62% | -$653K | |||
| $401K | 0% | 610,966 +276,805 | +83% | +$182K | |||
| $400K | 0% | 8,039 +5,959 | +286% | +$297K | |||
| $400K | 0% | 9,948 +8,856 | +811% | +$356K | |||
| $399K | 0% | 31,495 -41,419 | -57% | -$524K | |||
| $398K | 0% | 8,027 +1,911 | +31% | +$94.7K | |||
| $396K | 0% | 53,359 -4,591 | -8% | -$34.1K | |||
| $396K | 0% | 285,170 -1,023,832 | -78% | -$1.42M | |||
| $396K | 0% | 275,032 -168,347 | -38% | -$242K | |||
| $396K | 0% | 138,889 -152,412 | -52% | -$434K | |||
| $396K | 0% | 977,349 -76,160 | -7% | -$30.8K | |||
| $395K | 0% | 8,479 +2,886 | +52% | +$134K | |||
| $394K | 0% | 7,904 +6,820 | +629% | +$340K | |||
| $394K | 0% | 126,601 +123,302 | +3,738% | +$383K | |||
| $393K | 0% | 327,684 -82,272 | -20% | -$98.7K | |||
| $393K | 0% | 245,420 -20,196 | -8% | -$32.3K | |||
| $392K | 0% | 10,238 -26 | -0.3% | -$996 | |||
| $392K | 0% | 61,447 -642,755 | -91% | -$4.1M | |||
| $392K | 0% | 281,957 +196,788 | +231% | +$274K | |||
| $391K | 0% | 247,716 +142,326 | +135% | +$225K | |||
| $390K | 0% | 19,372 -4,194 | -18% | -$84.3K | |||
| $389K | 0% | 38,841 +3,175 | +9% | +$31.8K | |||
| $389K | 0% | 72,857 -5,451 | -7% | -$29.1K | |||
| $389K | 0% | 396,844 -49,855 | -11% | -$48.9K |
