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 | |
|---|---|---|---|---|---|---|---|
| $197K | 0% | 28,482 -64,819 | -69% | -$448K | |||
| $197K | 0% | 23,593 -3,033 | -11% | -$25.3K | |||
| $196K | 0% | 31,937 -9,585 | -23% | -$58.9K | |||
| $196K | 0% | 16,479 +11,001 | +201% | +$131K | |||
| $196K | 0% | 160,836 +11,167 | +7% | +$13.6K | |||
| $196K | 0% | 10,004 +3,545 | +55% | +$69.5K | |||
| $196K | 0% | 17,542 +3,423 | +24% | +$38.2K | |||
| $196K | 0% | 61,343 +37,604 | +158% | +$120K | |||
| $196K | 0% | 6,270 +4,581 | +271% | +$143K | |||
| $195K | 0% | 6,775 | New | +$195K | |||
| $195K | 0% | 15,148 -10,343 | -41% | -$133K | |||
| $195K | 0% | 50,391 +37,337 | +286% | +$144K | |||
| $194K | 0% | 10,506 -21,773 | -67% | -$402K | |||
| $194K | 0% | 31,810 +6,701 | +27% | +$40.8K | |||
| $193K | 0% | 8,715 +7,516 | +627% | +$166K | |||
| $193K | 0% | 342,970 +21,949 | +7% | +$12.3K | |||
| $193K | 0% | 14,232 -8,099 | -36% | -$110K | |||
| $192K | 0% | 13,999 -38,334 | -73% | -$527K | |||
| $191K | 0% | 4,842 +4,087 | +541% | +$161K | |||
| $190K | 0% | 15,993 | New | +$190K | |||
| $190K | 0% | 15,231 +285 | +2% | +$3.56K | |||
| $190K | 0% | 63,568 -9,345 | -13% | -$27.9K | |||
| $190K | 0% | 138,433 -54,735 | -28% | -$75K | |||
| $190K | 0% | 6,981 +6,685 | +2,258% | +$182K | |||
| $189K | 0% | 7,799 -257 | -3% | -$6.21K |
