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 | |
|---|---|---|---|---|---|---|---|
| $235K | 0% | 4,385 | New | +$235K | |||
| $234K | 0% | 117,680 -100,506 | -46% | -$200K | |||
| $234K | 0% | 3,670 +3,373 | +1,136% | +$215K | |||
| $234K | 0% | 4,160 +2,553 | +159% | +$143K | |||
| $234K | 0% | 5,963 +264 | +5% | +$10.3K | |||
| $233K | 0% | 23,156 -53,069 | -70% | -$535K | |||
| $233K | 0% | 4,633 -5,371 | -54% | -$270K | |||
| $233K | 0% | 10,510 -62 | -0.6% | -$1.37K | |||
| $231K | 0% | 11,080 +7,868 | +245% | +$164K | |||
| $231K | 0% | 4,459 +3,471 | +351% | +$180K | |||
| $231K | 0% | 5,336 +5,268 | +7,747% | +$228K | |||
| $231K | 0% | 5,608 -1,396 | -20% | -$57.5K | |||
| $231K | 0% | 4,964 +1,745 | +54% | +$81.1K | |||
| $230K | 0% | 6,144 +5,972 | +3,472% | +$224K | |||
| $230K | 0% | 10,231 +9,960 | +3,675% | +$224K | |||
| $229K | 0% | 24,941 +13,303 | +114% | +$122K | |||
| $229K | 0% | 4,878 -829 | -15% | -$38.9K | |||
| $229K | 0% | 36,732 +4,651 | +15% | +$29K | |||
| $229K | 0% | 74,022 | New | +$229K | |||
| $228K | 0% | 21,594 -4,234 | -16% | -$44.8K | |||
| $228K | 0% | 6,435 +298 | +5% | +$10.6K | |||
| $228K | 0% | 80,862 +10,583 | +15% | +$29.8K | |||
| $228K | 0% | 357,019 +356,553 | +76,514% | +$227K | |||
| $228K | 0% | 559,206 +63,413 | +13% | +$25.8K | |||
| $228K | 0% | 6,327 -9,601 | -60% | -$345K |
