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 | |
|---|---|---|---|---|---|---|---|
| $299K | 0% | 251,156 +201,098 | +402% | +$239K | |||
| $299K | 0% | 22,681 +10,716 | +90% | +$141K | |||
| $298K | 0% | 134,903 -478,989 | -78% | -$1.06M | |||
| $298K | 0% | 368,951 -340,048 | -48% | -$274K | |||
| $297K | 0% | 6,257 +5,857 | +1,464% | +$278K | |||
| $297K | 0% | 21,596 +21,451 | +14,794% | +$295K | |||
| $297K | 0% | 56,937 +55,531 | +3,950% | +$289K | |||
| $296K | 0% | 2,952 +119 | +4% | +$11.9K | |||
| $296K | 0% | 28,114 +13,484 | +92% | +$142K | |||
| $296K | 0% | 4,622 -433 | -9% | -$27.7K | |||
| $296K | 0% | 11,741 +10,313 | +722% | +$260K | |||
| $296K | 0% | 8,121 +1,698 | +26% | +$61.8K | |||
| $296K | 0% | 8,922 +3,875 | +77% | +$128K | |||
| $296K | 0% | 39,890 -847 | -2% | -$6.28K | |||
| $295K | 0% | 73,728 +22,308 | +43% | +$89.2K | |||
| $294K | 0% | 7,558 | New | +$294K | |||
| $294K | 0% | 36,266 -124,524 | -77% | -$1.01M | |||
| $294K | 0% | 111,643 -109,749 | -50% | -$289K | |||
| $293K | 0% | 10,584 | New | +$293K | |||
| $293K | 0% | 5,812 | New | +$293K | |||
| $292K | 0% | 10,694 | New | +$292K | |||
| $291K | 0% | 12,083 | New | +$291K | |||
| $291K | 0% | 41,052 -148,705 | -78% | -$1.05M | |||
| $291K | 0% | 39,816 -15,788 | -28% | -$115K | |||
| $291K | 0% | 106,598 -45,035 | -30% | -$123K |
