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 | |
|---|---|---|---|---|---|---|---|
| $205K | 0% | 8,083 | New | +$205K | |||
| $204K | 0% | 4,333 -1,489 | -26% | -$70K | |||
| $203K | 0% | 7,000 +807 | +13% | +$23.4K | |||
| $203K | 0% | 27,499 -18,402 | -40% | -$136K | |||
| $203K | 0% | 44,236 +39,162 | +772% | +$179K | |||
| $202K | 0% | 6,047 -8,390 | -58% | -$281K | |||
| $202K | 0% | 835,329 +491,684 | +143% | +$119K | |||
| $202K | 0% | 747,930 -235,402 | -24% | -$63.6K | |||
| $202K | 0% | 41,938 +283 | +0.7% | +$1.36K | |||
| $202K | 0% | 7,120 +141 | +2% | +$4K | |||
| $201K | 0% | 8,583 | New | +$201K | |||
| $201K | 0% | 199,144 -8,385 | -4% | -$8.47K | |||
| $201K | 0% | 83,412 +70,634 | +553% | +$170K | |||
| $200K | 0% | 4,018 +3,357 | +508% | +$167K | |||
| $200K | 0% | 36,341 -30,843 | -46% | -$170K | |||
| $200K | 0% | 74,598 -1,209 | -2% | -$3.24K | |||
| $200K | 0% | 4,740 -19,852 | -81% | -$836K | |||
| $200K | 0% | 242,544 +216,414 | +828% | +$178K | |||
| $200K | 0% | 1,012,740 +870,996 | +614% | +$172K | |||
| $199K | 0% | 11,227 +453 | +4% | +$8.02K | |||
| $199K | 0% | 25,072 -16,529 | -40% | -$131K | |||
| $199K | 0% | 183,858 -753 | -0.4% | -$813 | |||
| $198K | 0% | 12,115 -1,970 | -14% | -$32.2K | |||
| $198K | 0% | 127,794 +77,901 | +156% | +$121K | |||
| $198K | 0% | 6,796 +170 | +3% | +$4.95K |
