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 | |
|---|---|---|---|---|---|---|---|
| $310K | 0% | 82,779 -88,374 | -52% | -$331K | |||
| $310K | 0% | 13,660 +7,710 | +130% | +$175K | |||
| $309K | 0% | 831,222 -52,261 | -6% | -$19.4K | |||
| $307K | 0% | 16,637 +3,530 | +27% | +$65.2K | |||
| $307K | 0% | 438,517 +399,245 | +1,017% | +$279K | |||
| $307K | 0% | 7,927 +7,124 | +887% | +$275K | |||
| $306K | 0% | 455,386 -669,317 | -60% | -$450K | |||
| $306K | 0% | 23,934 +11,828 | +98% | +$151K | |||
| $306K | 0% | 13,054 -3,930 | -23% | -$92.1K | |||
| $305K | 0% | 9,481 +7,905 | +502% | +$254K | |||
| $304K | 0% | 27,256 -60,080 | -69% | -$671K | |||
| $304K | 0% | 144,208 -88,077 | -38% | -$186K | |||
| $304K | 0% | 10,155 | New | +$304K | |||
| $303K | 0% | 12,611 +12,011 | +2,002% | +$289K | |||
| $303K | 0% | 163,920 -275,216 | -63% | -$509K | |||
| $302K | 0% | 213,848 -240,376 | -53% | -$339K | |||
| $301K | 0% | 339,876 -32,768 | -9% | -$29.1K | |||
| $301K | 0% | 5,302 +1,260 | +31% | +$71.6K | |||
| $301K | 0% | 8,882 +8,832 | +17,664% | +$299K | |||
| $301K | 0% | 1,903 -1,010 | -35% | -$160K | |||
| $301K | 0% | 8,122 -1,990 | -20% | -$73.7K | |||
| $300K | 0% | 17,280 -73,806 | -81% | -$1.28M | |||
| $299K | 0% | 6,473 | New | +$299K | |||
| $299K | 0% | 14,605 -464 | -3% | -$9.51K | |||
| $299K | 0% | 29,251 -200 | -0.7% | -$2.04K |
