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 | |
|---|---|---|---|---|---|---|---|
| $242K | 0% | 6,942 +2,182 | +46% | +$76.2K | |||
| $242K | 0% | 220,272 +201,234 | +1,057% | +$221K | |||
| $242K | 0% | 6,583 +1,790 | +37% | +$65.9K | |||
| $242K | 0% | 9,638 +5,200 | +117% | +$131K | |||
| $242K | 0% | 6,374 -9,801 | -61% | -$372K | |||
| $242K | 0% | 9,558 -2,211 | -19% | -$55.9K | |||
| $242K | 0% | 29,693 +8,860 | +43% | +$72.1K | |||
| $241K | 0% | 127,759 +20,224 | +19% | +$38.2K | |||
| $241K | 0% | 160,876 +112,140 | +230% | +$168K | |||
| $241K | 0% | 151,588 +92,012 | +154% | +$146K | |||
| $241K | 0% | 5,279 +5,043 | +2,137% | +$230K | |||
| $241K | 0% | 34,978 +23,994 | +218% | +$165K | |||
| $240K | 0% | 7,295 -8,723 | -54% | -$287K | |||
| $240K | 0% | 5,197 +4,837 | +1,344% | +$223K | |||
| $239K | 0% | 17,088 +3,936 | +30% | +$55.1K | |||
| $239K | 0% | 20,282 -17,664 | -47% | -$208K | |||
| $239K | 0% | 323,699 +128,023 | +65% | +$94.5K | |||
| $239K | 0% | 28,603 +8,707 | +44% | +$72.7K | |||
| $238K | 0% | 295,742 -421,902 | -59% | -$340K | |||
| $238K | 0% | 65,881 -10,181 | -13% | -$36.8K | |||
| $237K | 0% | 3,740 +2,781 | +290% | +$176K | |||
| $237K | 0% | 5,300 -100,993 | -95% | -$4.52M | |||
| $236K | 0% | 4,157 +3,866 | +1,329% | +$219K | |||
| $235K | 0% | 8,112 -1,838 | -18% | -$53.2K | |||
| $235K | 0% | 43,624 -18,475 | -30% | -$99.4K |
