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 | |
|---|---|---|---|---|---|---|---|
| $334K | 0% | 191,825 -83,267 | -30% | -$145K | |||
| $334K | 0% | 12,710 | – | – | |||
| $334K | 0% | 153,688 +150,662 | +4,979% | +$327K | |||
| $332K | 0% | 11,145 +11,138 | +159,114% | +$332K | |||
| $332K | 0% | 4,720 +683 | +17% | +$48.1K | |||
| $332K | 0% | 12,621 +384 | +3% | +$10.1K | |||
| $331K | 0% | 8,271 +2,984 | +56% | +$119K | |||
| $329K | 0% | 28,500 -120,524 | -81% | -$1.39M | |||
| $329K | 0% | 2,577 | New | +$329K | |||
| $329K | 0% | 16,436 -3,808 | -19% | -$76.2K | |||
| $329K | 0% | 67,196 -273 | -0.4% | -$1.34K | |||
| $329K | 0% | 6,501 -77 | -1% | -$3.89K | |||
| $328K | 0% | 27,723 -456 | -2% | -$5.39K | |||
| $327K | 0% | 9,743 +9,254 | +1,892% | +$310K | |||
| $327K | 0% | 31,050 +14,430 | +87% | +$152K | |||
| $327K | 0% | 3,797 +2,964 | +356% | +$255K | |||
| $326K | 0% | 10,863 | New | +$326K | |||
| $325K | 0% | 134,394 +28,847 | +27% | +$69.8K | |||
| $325K | 0% | 8,353 | New | +$325K | |||
| $324K | 0% | 222,200 -538 | -0.2% | -$785 | |||
| $324K | 0% | 77,335 -73,443 | -49% | -$308K | |||
| $324K | 0% | 184,891 +94,744 | +105% | +$166K | |||
| $323K | 0% | 9,378 +9,264 | +8,126% | +$319K | |||
| $322K | 0% | 5,399 -2,517 | -32% | -$150K | |||
| $322K | 0% | 6,108 -3,105 | -34% | -$163K |
