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 | |
|---|---|---|---|---|---|---|---|
| $251K | 0% | 45,839 -16,770 | -27% | -$91.9K | |||
| $251K | 0% | 12,175 -11,461 | -48% | -$236K | |||
| $251K | 0% | 4,000 +2,500 | +167% | +$157K | |||
| $251K | 0% | 14,697 +14,672 | +58,688% | +$250K | |||
| $251K | 0% | 20,639 | New | +$251K | |||
| $249K | 0% | 9,250 -50 | -0.5% | -$1.35K | |||
| $249K | 0% | 9,545 -298 | -3% | -$7.76K | |||
| $248K | 0% | 36,725 -3,814 | -9% | -$25.8K | |||
| $248K | 0% | 8,259 +8,197 | +13,221% | +$246K | |||
| $247K | 0% | 9,464 | New | +$247K | |||
| $247K | 0% | 505,107 +63,338 | +14% | +$31K | |||
| $247K | 0% | 16,673 -6,872 | -29% | -$102K | |||
| $247K | 0% | 60,647 +3,601 | +6% | +$14.7K | |||
| $246K | 0% | 3,765 +1,841 | +96% | +$121K | |||
| $246K | 0% | 5,932 | New | +$246K | |||
| $245K | 0% | 7,374 -1,921 | -21% | -$63.9K | |||
| $245K | 0% | 14,848 -4,551 | -23% | -$75.2K | |||
| $245K | 0% | 16,201 -5,281 | -25% | -$79.8K | |||
| $245K | 0% | 9,567 | New | +$245K | |||
| $245K | 0% | 10,917 +3,355 | +44% | +$75.2K | |||
| $244K | 0% | 27,622 +298 | +1% | +$2.64K | |||
| $244K | 0% | 3,732 +2,047 | +121% | +$134K | |||
| $244K | 0% | 6,942 | New | +$244K | |||
| $243K | 0% | 12,917 +506 | +4% | +$9.51K | |||
| $243K | 0% | 4,841 +4,100 | +553% | +$206K |
