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 | |
|---|---|---|---|---|---|---|---|
| $262K | 0% | 8,650 +5,972 | +223% | +$181K | |||
| $262K | 0% | 5,611 | New | +$262K | |||
| $261K | 0% | 13,316 -1,156 | -8% | -$22.7K | |||
| $261K | 0% | 69,666 -601 | -0.9% | -$2.25K | |||
| $261K | 0% | 32,222 -8,282 | -20% | -$67K | |||
| $259K | 0% | 17,223 -31,869 | -65% | -$480K | |||
| $259K | 0% | 10,617 -5,740 | -35% | -$140K | |||
| $258K | 0% | 9,824 +1,324 | +16% | +$34.8K | |||
| $257K | 0% | 11,717 +7,529 | +180% | +$165K | |||
| $256K | 0% | 13,144 -206,999 | -94% | -$4.04M | |||
| $256K | 0% | 103,525 -83,480 | -45% | -$206K | |||
| $256K | 0% | 48,969 +34,745 | +244% | +$181K | |||
| $255K | 0% | 251,134 -6,158 | -2% | -$6.26K | |||
| $255K | 0% | 24,129 +1,208 | +5% | +$12.8K | |||
| $255K | 0% | 150,869 +8,757 | +6% | +$14.8K | |||
| $255K | 0% | 46,148 +14,996 | +48% | +$82.8K | |||
| $254K | 0% | 10,185 +309 | +3% | +$7.71K | |||
| $254K | 0% | 5,864 -678 | -10% | -$29.3K | |||
| $254K | 0% | 80,548 -6,631 | -8% | -$20.9K | |||
| $253K | 0% | 48,378 -54,816 | -53% | -$287K | |||
| $253K | 0% | 14,172 +12,160 | +604% | +$217K | |||
| $253K | 0% | 51,804 -54,498 | -51% | -$266K | |||
| $252K | 0% | 24,169 -3,771 | -14% | -$39.4K | |||
| $252K | 0% | 83,845 +21,431 | +34% | +$64.3K | |||
| $251K | 0% | 57,548 +9,952 | +21% | +$43.5K |
