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 | |
|---|---|---|---|---|---|---|---|
| $271K | 0% | 6,959 +6,900 | +11,695% | +$269K | |||
| $271K | 0% | 268,285 +13,096 | +5% | +$13.2K | |||
| $271K | 0% | 6,319 +6,191 | +4,837% | +$265K | |||
| $270K | 0% | 19,032 -32,058 | -63% | -$455K | |||
| $270K | 0% | 58,560 +26,244 | +81% | +$121K | |||
| $270K | 0% | 26,400 +900 | +4% | +$9.2K | |||
| $270K | 0% | 31,796 +10,761 | +51% | +$91.3K | |||
| $269K | 0% | 4,642 +1,238 | +36% | +$71.9K | |||
| $268K | 0% | 24,538 +6,718 | +38% | +$73.4K | |||
| $267K | 0% | 51,338 +2,320 | +5% | +$12.1K | |||
| $267K | 0% | 440,694 +53,331 | +14% | +$32.3K | |||
| $266K | 0% | 86,705 -50,177 | -37% | -$154K | |||
| $266K | 0% | 28,072 +601 | +2% | +$5.69K | |||
| $265K | 0% | 11,105 -8,847 | -44% | -$211K | |||
| $265K | 0% | 82,535 -34,019 | -29% | -$109K | |||
| $265K | 0% | 6,685 | New | +$265K | |||
| $265K | 0% | 7,147 | New | +$265K | |||
| $264K | 0% | 15,787 -2,372 | -13% | -$39.7K | |||
| $264K | 0% | 4,866 +1,436 | +42% | +$77.9K | |||
| $264K | 0% | 3,209 | New | +$264K | |||
| $263K | 0% | 4,445 -814 | -15% | -$48.3K | |||
| $262K | 0% | 318,546 +215,492 | +209% | +$178K | |||
| $262K | 0% | 64,920 -6,846 | -10% | -$27.7K | |||
| $262K | 0% | 3,056 | New | +$262K | |||
| $262K | 0% | 6,406 +6,367 | +16,326% | +$260K |
