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 | |
|---|---|---|---|---|---|---|---|
| $170K | 0% | 123,441 +31,581 | +34% | +$43.6K | |||
| $169K | 0% | 11,756 +6,369 | +118% | +$91.7K | |||
| $169K | 0% | 46,358 +8,863 | +24% | +$32.4K | |||
| $169K | 0% | 63,313 +60,807 | +2,426% | +$162K | |||
| $169K | 0% | 6,746 -3,900 | -37% | -$97.7K | |||
| $169K | 0% | 21,918 -7,235 | -25% | -$55.7K | |||
| $168K | 0% | 4,701 -4,986 | -51% | -$178K | |||
| $168K | 0% | 51,199 +23,199 | +83% | +$76.1K | |||
| $168K | 0% | 6,026 | New | +$168K | |||
| $167K | 0% | 5,420 -1,051 | -16% | -$32.4K | |||
| $167K | 0% | 48,172 +34,856 | +262% | +$121K | |||
| $167K | 0% | 32,119 -45,741 | -59% | -$238K | |||
| $167K | 0% | 18,679 +1,011 | +6% | +$9.02K | |||
| $167K | 0% | 268,376 -9,104 | -3% | -$5.65K | |||
| $166K | 0% | 114,034 -5,183 | -4% | -$7.57K | |||
| $166K | 0% | 37,123 +15,369 | +71% | +$68.9K | |||
| $166K | 0% | 152,283 -123,181 | -45% | -$134K | |||
| $166K | 0% | 2,355 -36 | -2% | -$2.53K | |||
| $165K | 0% | 5,416 -3,488 | -39% | -$107K | |||
| $165K | 0% | 5,681 | New | +$165K | |||
| $165K | 0% | 10,011 -17,993 | -64% | -$297K | |||
| $165K | 0% | 5,307 -6,419 | -55% | -$199K | |||
| $165K | 0% | 2,686 | New | +$165K | |||
| $164K | 0% | 10,322 -154 | -1% | -$2.45K | |||
| $164K | 0% | 8,122 -199 | -2% | -$4.03K |
