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 | |
|---|---|---|---|---|---|---|---|
| $218K | 0% | 106,914 +3,052 | +3% | +$6.23K | |||
| $218K | 0% | 95,976 -25,561 | -21% | -$58K | |||
| $218K | 0% | 248,430 -9,789 | -4% | -$8.58K | |||
| $218K | 0% | 40,434 -56,935 | -58% | -$306K | |||
| $218K | 0% | 2,257 +415 | +23% | +$40K | |||
| $217K | 0% | 13,980 -744 | -5% | -$11.6K | |||
| $217K | 0% | 17,974 -13,261 | -42% | -$160K | |||
| $217K | 0% | 5,533 -603 | -10% | -$23.7K | |||
| $217K | 0% | 44,283 -9,478 | -18% | -$46.4K | |||
| $217K | 0% | 8,610 -14,249 | -62% | -$359K | |||
| $217K | 0% | 5,522 -70,462 | -93% | -$2.76M | |||
| $217K | 0% | 14,495 +14,081 | +3,401% | +$210K | |||
| $216K | 0% | 39,274 | New | +$216K | |||
| $216K | 0% | 16,217 -54,466 | -77% | -$725K | |||
| $216K | 0% | 8,830 +6,873 | +351% | +$168K | |||
| $216K | 0% | 5,034 +3,129 | +164% | +$134K | |||
| $216K | 0% | 11,482 -7,187 | -39% | -$135K | |||
| $215K | 0% | 15,328 -10,629 | -41% | -$149K | |||
| $214K | 0% | 9,732 +9,658 | +13,051% | +$213K | |||
| $214K | 0% | 6,678 +6,037 | +942% | +$194K | |||
| $214K | 0% | 6,541 | New | +$214K | |||
| $214K | 0% | 7,770 -2,077 | -21% | -$57.2K | |||
| $213K | 0% | 223,541 | New | +$213K | |||
| $213K | 0% | 9,429 | New | +$213K | |||
| $213K | 0% | 141,345 +24,015 | +20% | +$36.1K |
