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 | |
|---|---|---|---|---|---|---|---|
| $346K | 0% | 148,613 +12,959 | +10% | +$30.1K | |||
| $346K | 0% | 9,689 | New | +$346K | |||
| $345K | 0% | 26,184 +305 | +1% | +$4.02K | |||
| $344K | 0% | 6,765 -12,525 | -65% | -$638K | |||
| $344K | 0% | 393,661 +5,216 | +1% | +$4.56K | |||
| $343K | 0% | 260,797 +205,265 | +370% | +$270K | |||
| $343K | 0% | 21,194 -9,399 | -31% | -$152K | |||
| $343K | 0% | 177,670 -25,733 | -13% | -$49.7K | |||
| $342K | 0% | 19,974 -9,742 | -33% | -$167K | |||
| $341K | 0% | 9,242 | New | +$341K | |||
| $341K | 0% | 9,020 +9,017 | +300,567% | +$341K | |||
| $341K | 0% | 65,912 -14,728 | -18% | -$76.1K | |||
| $339K | 0% | 33,279 +7,359 | +28% | +$75.1K | |||
| $339K | 0% | 68,852 -14,784 | -18% | -$72.9K | |||
| $339K | 0% | 207,867 +30,893 | +17% | +$50.4K | |||
| $339K | 0% | 9,571 +6,495 | +211% | +$230K | |||
| $338K | 0% | 11,838 +2,984 | +34% | +$85.3K | |||
| $338K | 0% | 16,513 | – | – | |||
| $338K | 0% | 98,122 -45,100 | -31% | -$155K | |||
| $337K | 0% | 32,115 +15,527 | +94% | +$163K | |||
| $336K | 0% | 59,756 +35,300 | +144% | +$199K | |||
| $336K | 0% | 35,574 -6,217 | -15% | -$58.8K | |||
| $335K | 0% | 9,400 | New | +$335K | |||
| $335K | 0% | 89,723 -157,489 | -64% | -$587K | |||
| $334K | 0% | 16,951 +552 | +3% | +$10.9K |
