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 | |
|---|---|---|---|---|---|---|---|
| $179K | 0% | 3,904 +1,336 | +52% | +$61.2K | |||
| $179K | 0% | 28,208 -48,927 | -63% | -$310K | |||
| $178K | 0% | 50,083 -31,003 | -38% | -$110K | |||
| $177K | 0% | 12,536 +11,995 | +2,217% | +$169K | |||
| $177K | 0% | 55,736 +7,660 | +16% | +$24.3K | |||
| $177K | 0% | 7,000 -9,300 | -57% | -$235K | |||
| $176K | 0% | 66,092 +13,750 | +26% | +$36.7K | |||
| $176K | 0% | 95,408 -2,561 | -3% | -$4.71K | |||
| $175K | 0% | 152,490 +39,013 | +34% | +$44.9K | |||
| $175K | 0% | 5,107 -8,124 | -61% | -$279K | |||
| $175K | 0% | 7,321 -2,670 | -27% | -$63.8K | |||
| $175K | 0% | 37,553 -58,881 | -61% | -$274K | |||
| $175K | 0% | 4,645 | New | +$175K | |||
| $174K | 0% | 13,901 -8,189 | -37% | -$103K | |||
| $174K | 0% | 72,913 -10,514 | -13% | -$25K | |||
| $173K | 0% | 14,523 -17,919 | -55% | -$214K | |||
| $173K | 0% | 3,588 +675 | +23% | +$32.6K | |||
| $173K | 0% | 2,701 +2,293 | +562% | +$147K | |||
| $173K | 0% | 111,668 +101,268 | +974% | +$157K | |||
| $173K | 0% | 2,487 | New | +$173K | |||
| $172K | 0% | 11,706 -2,194 | -16% | -$32.3K | |||
| $172K | 0% | 43,780 +6,191 | +16% | +$24.3K | |||
| $172K | 0% | 52,241 -63,289 | -55% | -$208K | |||
| $171K | 0% | 66,509 +24,963 | +60% | +$64.2K | |||
| $170K | 0% | 4,922 +4,882 | +12,205% | +$169K |
