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 | |
|---|---|---|---|---|---|---|---|
| $188K | 0% | 154,348 -16,563 | -10% | -$20.2K | |||
| $188K | 0% | 85,451 +72,275 | +549% | +$159K | |||
| $188K | 0% | 75,433 -131,555 | -64% | -$328K | |||
| $188K | 0% | 4,855 | New | +$188K | |||
| $188K | 0% | 24,306 -32,778 | -57% | -$253K | |||
| $187K | 0% | 18,312 -1,938 | -10% | -$19.7K | |||
| $186K | 0% | 18,278 | New | +$186K | |||
| $185K | 0% | 8,636 +6,044 | +233% | +$130K | |||
| $185K | 0% | 72,463 -39,745 | -35% | -$101K | |||
| $185K | 0% | 18,128 -30,458 | -63% | -$310K | |||
| $184K | 0% | 16,109 +12,178 | +310% | +$139K | |||
| $184K | 0% | 9,920 +1,690 | +21% | +$31.4K | |||
| $184K | 0% | 68,136 +43,045 | +172% | +$116K | |||
| $184K | 0% | 55,109 -21,843 | -28% | -$72.7K | |||
| $183K | 0% | 38,270 +37,643 | +6,004% | +$180K | |||
| $183K | 0% | 5,795 | New | +$183K | |||
| $183K | 0% | 124,271 -2,054,990 | -94% | -$3.02M | |||
| $182K | 0% | 4,756 +4,378 | +1,158% | +$168K | |||
| $182K | 0% | 102,949 +72,909 | +243% | +$129K | |||
| $182K | 0% | 28,036 -6,722 | -19% | -$43.6K | |||
| $181K | 0% | 731,541 +634,206 | +652% | +$157K | |||
| $180K | 0% | 15,795 -3,320 | -17% | -$37.9K | |||
| $179K | 0% | 98,892 +8,657 | +10% | +$15.7K | |||
| $179K | 0% | 40,308 | New | +$179K | |||
| $179K | 0% | 57,485 +7,540 | +15% | +$23.4K |
