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 | |
|---|---|---|---|---|---|---|---|
| $212K | 0% | 38,380 -56,113 | -59% | -$310K | |||
| $212K | 0% | 891,546 +869,173 | +3,885% | +$207K | |||
| $212K | 0% | 26,496 +6,433 | +32% | +$51.5K | |||
| $212K | 0% | 10,517 -11,063 | -51% | -$223K | |||
| $211K | 0% | 50,716 +35,910 | +243% | +$150K | |||
| $211K | 0% | 7,554 | New | +$211K | |||
| $211K | 0% | 20,389 +18,497 | +978% | +$192K | |||
| $211K | 0% | 14,052 -54,672 | -80% | -$822K | |||
| $210K | 0% | 36,566 -279,310 | -88% | -$1.61M | |||
| $210K | 0% | 6,608 +6,319 | +2,187% | +$201K | |||
| $210K | 0% | 153,335 -261,138 | -63% | -$358K | |||
| $210K | 0% | 76,500 -10,912 | -12% | -$30K | |||
| $210K | 0% | 45,743 -132,727 | -74% | -$609K | |||
| $210K | 0% | 69,266 -12,669 | -15% | -$38.4K | |||
| $210K | 0% | 6,331 -11,900 | -65% | -$394K | |||
| $209K | 0% | 2,503 | New | +$209K | |||
| $209K | 0% | 14,309 +13,603 | +1,927% | +$198K | |||
| $208K | 0% | 7,681 +497 | +7% | +$13.5K | |||
| $208K | 0% | 21,528 -13,398 | -38% | -$129K | |||
| $207K | 0% | 8,213 -3,287 | -29% | -$83K | |||
| $207K | 0% | 6,160 -90,861 | -94% | -$3.06M | |||
| $207K | 0% | 71,920 -5,472 | -7% | -$15.8K | |||
| $207K | 0% | 101,778 -1,175,115 | -92% | -$2.39M | |||
| $206K | 0% | 4,368 +173 | +4% | +$8.16K | |||
| $206K | 0% | 17,288 +4,379 | +34% | +$52.1K |
