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 | |
|---|---|---|---|---|---|---|---|
| $388K | 0% | 45,450 +33,185 | +271% | +$283K | |||
| $388K | 0% | 39,445 -7,312 | -16% | -$72K | |||
| $388K | 0% | 13,868 -3,484 | -20% | -$97.4K | |||
| $387K | 0% | 22,855 -14,885 | -39% | -$252K | |||
| $387K | 0% | 46,326 -3,598 | -7% | -$30K | |||
| $387K | 0% | 5,664 +2,711 | +92% | +$185K | |||
| $387K | 0% | 429,445 +343,664 | +401% | +$309K | |||
| $386K | 0% | 48,988 +15,995 | +48% | +$126K | |||
| $386K | 0% | 303,939 +181,580 | +148% | +$231K | |||
| $386K | 0% | 58,385 | New | +$386K | |||
| $386K | 0% | 62,593 +21,059 | +51% | +$130K | |||
| $385K | 0% | 58,853 -297,701 | -83% | -$1.95M | |||
| $385K | 0% | 37,308 -5,566 | -13% | -$57.4K | |||
| $384K | 0% | 27,468 +9,711 | +55% | +$136K | |||
| $384K | 0% | 7,857 -1,943 | -20% | -$95K | |||
| $384K | 0% | 55,511 | New | +$384K | |||
| $383K | 0% | 19,951 -15,735 | -44% | -$302K | |||
| $382K | 0% | 53,784 -82,712 | -61% | -$588K | |||
| $382K | 0% | 703,840 -59,861 | -8% | -$32.5K | |||
| $382K | 0% | 10,597 +2,228 | +27% | +$80.3K | |||
| $382K | 0% | 51,121 -67,292 | -57% | -$503K | |||
| $380K | 0% | 55,136 +10,663 | +24% | +$73.6K | |||
| $379K | 0% | 90,959 +19,709 | +28% | +$82.2K | |||
| $378K | 0% | 54,213 -204,563 | -79% | -$1.43M | |||
| $377K | 0% | 511,702 -105,570 | -17% | -$77.7K |
