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 | |
|---|---|---|---|---|---|---|---|
| $376K | 0% | 4,812 -498 | -9% | -$39K | |||
| $376K | 0% | 33,888 -35,751 | -51% | -$396K | |||
| $376K | 0% | 34,817 +517 | +2% | +$5.58K | |||
| $374K | 0% | 6,553 +6,496 | +11,396% | +$371K | |||
| $374K | 0% | 11,321 +8,134 | +255% | +$269K | |||
| $373K | 0% | 17,870 +582 | +3% | +$12.2K | |||
| $373K | 0% | 12,224 -914 | -7% | -$27.9K | |||
| $372K | 0% | 9,598 +1,061 | +12% | +$41.2K | |||
| $372K | 0% | 9,600 -2,525 | -21% | -$97.8K | |||
| $372K | 0% | 10,505 +7,516 | +251% | +$266K | |||
| $371K | 0% | 60,338 -13,139 | -18% | -$80.8K | |||
| $370K | 0% | 6,962 +4,138 | +147% | +$220K | |||
| $370K | 0% | 8,567 | New | +$370K | |||
| $368K | 0% | 93,629 +77,157 | +468% | +$303K | |||
| $368K | 0% | 10,082 -6,202 | -38% | -$226K | |||
| $365K | 0% | 20,621 -2,253 | -10% | -$39.9K | |||
| $364K | 0% | 17,440 +3,607 | +26% | +$75.4K | |||
| $364K | 0% | 11,075 -21,108 | -66% | -$694K | |||
| $363K | 0% | 9,463 +5,284 | +126% | +$203K | |||
| $363K | 0% | 16,922 -13,320 | -44% | -$286K | |||
| $362K | 0% | 112,135 +18,802 | +20% | +$60.7K | |||
| $362K | 0% | 86,716 | New | +$362K | |||
| $361K | 0% | 6,753 | New | +$361K | |||
| $361K | 0% | 30,500 -18,632 | -38% | -$221K | |||
| $360K | 0% | 25,142 -13,722 | -35% | -$197K |
