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 | |
|---|---|---|---|---|---|---|---|
| $321K | 0% | 9,039 -1,275 | -12% | -$45.3K | |||
| $320K | 0% | 9,058 +8,958 | +8,958% | +$317K | |||
| $320K | 0% | 26,044 +19,134 | +277% | +$235K | |||
| $320K | 0% | 5,335 -285 | -5% | -$17.1K | |||
| $320K | 0% | 26,947 +35 | +0.1% | +$415 | |||
| $319K | 0% | 86,784 +19,738 | +29% | +$72.6K | |||
| $319K | 0% | 7,516 +7,460 | +13,321% | +$317K | |||
| $319K | 0% | 3,882 -898 | -19% | -$73.8K | |||
| $318K | 0% | 26,537 +258 | +1% | +$3.1K | |||
| $318K | 0% | 5,116 | New | +$318K | |||
| $316K | 0% | 6,083 -1,761 | -22% | -$91.6K | |||
| $316K | 0% | 21,986 +10,321 | +88% | +$148K | |||
| $316K | 0% | 31,477 -4,966 | -14% | -$49.9K | |||
| $316K | 0% | 8,478 +8,459 | +44,521% | +$315K | |||
| $315K | 0% | 33,901 +12,467 | +58% | +$116K | |||
| $315K | 0% | 18,513 -1,647 | -8% | -$28K | |||
| $314K | 0% | 18,572 -33,988 | -65% | -$574K | |||
| $313K | 0% | 27,564 +6,922 | +34% | +$78.7K | |||
| $313K | 0% | 12,546 +2,211 | +21% | +$55.2K | |||
| $313K | 0% | 78,245 +74,239 | +1,853% | +$297K | |||
| $313K | 0% | 14,175 | New | +$313K | |||
| $312K | 0% | 171,516 -17,253 | -9% | -$31.4K | |||
| $311K | 0% | 66,529 +6,527 | +11% | +$30.5K | |||
| $311K | 0% | 8,944 +4,738 | +113% | +$165K | |||
| $311K | 0% | 467,966 +447,726 | +2,212% | +$297K |
