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 | |
|---|---|---|---|---|---|---|---|
| $283K | 0% | 9,440 +1,687 | +22% | +$50.5K | |||
| $283K | 0% | 6,335 | – | – | |||
| $282K | 0% | 23,830 -6,948 | -23% | -$82.1K | |||
| $281K | 0% | 10,054 +9,852 | +4,877% | +$276K | |||
| $281K | 0% | 4,102 +800 | +24% | +$54.8K | |||
| $281K | 0% | 107,564 +37,854 | +54% | +$98.8K | |||
| $281K | 0% | 4,965 -1,973 | -28% | -$112K | |||
| $280K | 0% | 5,601 +5,236 | +1,435% | +$261K | |||
| $278K | 0% | 14,160 -34,135 | -71% | -$671K | |||
| $278K | 0% | 12,621 -120 | -0.9% | -$2.64K | |||
| $277K | 0% | 10,956 -3,373 | -24% | -$85.4K | |||
| $277K | 0% | 9,659 +8,413 | +675% | +$242K | |||
| $277K | 0% | 14,090 -8,517 | -38% | -$168K | |||
| $277K | 0% | 5,500 +622 | +13% | +$31.3K | |||
| $277K | 0% | 26,638 -20,328 | -43% | -$211K | |||
| $276K | 0% | 4,685 +4,479 | +2,174% | +$264K | |||
| $275K | 0% | 36,724 -140,760 | -79% | -$1.06M | |||
| $275K | 0% | 26,003 -35,332 | -58% | -$374K | |||
| $275K | 0% | 9,974 -1,181 | -11% | -$32.6K | |||
| $275K | 0% | 6,005 +2,004 | +50% | +$91.7K | |||
| $274K | 0% | 4,288 +2,080 | +94% | +$133K | |||
| $274K | 0% | 428,856 +3,379 | +0.8% | +$2.16K | |||
| $274K | 0% | 82,274 +10,758 | +15% | +$35.8K | |||
| $272K | 0% | 57,027 -11,588 | -17% | -$55.3K | |||
| $272K | 0% | 86,535 -196,817 | -69% | -$618K |
