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 | |
|---|---|---|---|---|---|---|---|
| $227K | 0% | 12,954 +9,835 | +315% | +$173K | |||
| $227K | 0% | 15,910 -104,342 | -87% | -$1.49M | |||
| $227K | 0% | 5,922 +4,508 | +319% | +$173K | |||
| $226K | 0% | 36,947 -25,741 | -41% | -$157K | |||
| $226K | 0% | 141,936 -41,742 | -23% | -$66.4K | |||
| $225K | 0% | 28,739 +23,925 | +497% | +$187K | |||
| $225K | 0% | 25,030 +3,158 | +14% | +$28.4K | |||
| $225K | 0% | 195,042 -80,446 | -29% | -$92.8K | |||
| $225K | 0% | 5,168 +3,456 | +202% | +$150K | |||
| $225K | 0% | 23,176 -671 | -3% | -$6.51K | |||
| $225K | 0% | 47,675 +26,015 | +120% | +$123K | |||
| $224K | 0% | 62,516 -1,701 | -3% | -$6.11K | |||
| $224K | 0% | 14,989 +2,413 | +19% | +$36.1K | |||
| $224K | 0% | 16,571 -4,195 | -20% | -$56.6K | |||
| $223K | 0% | 327,310 +21,381 | +7% | +$14.5K | |||
| $222K | 0% | 41,349 +12,849 | +45% | +$69.1K | |||
| $222K | 0% | 2,769 -228 | -8% | -$18.3K | |||
| $222K | 0% | 96,924 -63,441 | -40% | -$145K | |||
| $222K | 0% | 5,541 +5,306 | +2,258% | +$212K | |||
| $221K | 0% | 7,503 +917 | +14% | +$27K | |||
| $221K | 0% | 34,089 -8,937 | -21% | -$57.8K | |||
| $220K | 0% | 1,665 -11,775 | -88% | -$1.56M | |||
| $219K | 0% | 199,320 +177,325 | +806% | +$195K | |||
| $219K | 0% | 53,776 -112,598 | -68% | -$458K | |||
| $218K | 0% | 14,534 +8,031 | +124% | +$121K |
