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 | |
|---|---|---|---|---|---|---|---|
| $291K | 0% | 89,955 +75,231 | +511% | +$243K | |||
| $291K | 0% | 52,538 +10,082 | +24% | +$55.8K | |||
| $290K | 0% | 152,851 -10,805 | -7% | -$20.5K | |||
| $290K | 0% | 15,412 -18,516 | -55% | -$349K | |||
| $290K | 0% | 920,352 +544,153 | +145% | +$171K | |||
| $289K | 0% | 416,305 -45,335 | -10% | -$31.5K | |||
| $289K | 0% | 9,774 | New | +$289K | |||
| $289K | 0% | 56,132 +9,226 | +20% | +$47.5K | |||
| $289K | 0% | 138,243 -81,127 | -37% | -$170K | |||
| $289K | 0% | 27,591 +2,702 | +11% | +$28.3K | |||
| $288K | 0% | 38,460 -179,296 | -82% | -$1.34M | |||
| $288K | 0% | 7,136 +784 | +12% | +$31.6K | |||
| $288K | 0% | 8,294 | New | +$288K | |||
| $287K | 0% | 9,239 -1,248 | -12% | -$38.8K | |||
| $287K | 0% | 63,904 +34,960 | +121% | +$157K | |||
| $287K | 0% | 5,890 +1,591 | +37% | +$77.4K | |||
| $286K | 0% | 31,661 -4,784 | -13% | -$43.2K | |||
| $286K | 0% | 5,505 +1,255 | +30% | +$65.1K | |||
| $285K | 0% | 243,676 -61,460 | -20% | -$71.9K | |||
| $285K | 0% | 18,977 +18,049 | +1,945% | +$271K | |||
| $285K | 0% | 1,993 -4,037 | -67% | -$577K | |||
| $284K | 0% | 4,309 +4,246 | +6,740% | +$280K | |||
| $284K | 0% | 60,257 +21,477 | +55% | +$101K | |||
| $284K | 0% | 8,561 -18,387 | -68% | -$609K | |||
| $283K | 0% | 10,174 -1,252 | -11% | -$34.8K |
