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 | |
|---|---|---|---|---|---|---|---|
| $164K | 0% | 20,765 -110,900 | -84% | -$876K | |||
| $164K | 0% | 6,403 | New | +$164K | |||
| $163K | 0% | 4,381 | New | +$163K | |||
| $163K | 0% | 32,223 +93 | +0.3% | +$471 | |||
| $163K | 0% | 6,625 -269 | -4% | -$6.62K | |||
| $163K | 0% | 4,905 +4,458 | +997% | +$148K | |||
| $163K | 0% | 24,024 -9,845 | -29% | -$66.7K | |||
| $163K | 0% | 118,871 +27,919 | +31% | +$38.2K | |||
| $163K | 0% | 78,624 -9,539 | -11% | -$19.7K | |||
| $163K | 0% | 8,576 | New | +$163K | |||
| $163K | 0% | 5,911 | New | +$163K | |||
| $163K | 0% | 46,311 +4,384 | +10% | +$15.4K | |||
| $162K | 0% | 149,050 +121,853 | +448% | +$133K | |||
| $162K | 0% | 4,312 -1,609 | -27% | -$60.6K | |||
| $162K | 0% | 57,761 -109,800 | -66% | -$308K | |||
| $162K | 0% | 4,541 +4,423 | +3,748% | +$158K | |||
| $162K | 0% | 23,173 -35,732 | -61% | -$249K | |||
| $162K | 0% | 18,547 -31,114 | -63% | -$271K | |||
| $161K | 0% | 2,786 -1,444 | -34% | -$83.7K | |||
| $161K | 0% | 9,546 +112 | +1% | +$1.89K | |||
| $161K | 0% | 4,223 -1,739 | -29% | -$66.3K | |||
| $161K | 0% | 53,882 | New | +$161K | |||
| $161K | 0% | 4,087 +670 | +20% | +$26.4K | |||
| $160K | 0% | 5,297 | New | +$160K | |||
| $160K | 0% | 115,316 +36,879 | +47% | +$51.3K |
