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 | |
|---|---|---|---|---|---|---|---|
| $160K | 0% | 16,860 +10,169 | +152% | +$96.6K | |||
| $160K | 0% | 26,254 +10,732 | +69% | +$65.4K | |||
| $160K | 0% | 256,493 -151,563 | -37% | -$94.4K | |||
| $159K | 0% | 2,835 -6,330 | -69% | -$356K | |||
| $159K | 0% | 8,277 +1,823 | +28% | +$35.1K | |||
| $159K | 0% | 9,549 +9,478 | +13,349% | +$158K | |||
| $159K | 0% | 139,200 -74,810 | -35% | -$85.3K | |||
| $158K | 0% | 14,756 | New | +$158K | |||
| $158K | 0% | 30,395 +4,830 | +19% | +$25.1K | |||
| $158K | 0% | 29,878 | New | +$158K | |||
| $158K | 0% | 5,798 +1,042 | +22% | +$28.4K | |||
| $158K | 0% | 32,604 +368 | +1% | +$1.78K | |||
| $157K | 0% | 13,659 -17,053 | -56% | -$196K | |||
| $157K | 0% | 26,260 -66,901 | -72% | -$399K | |||
| $157K | 0% | 5,773 +4,323 | +298% | +$117K | |||
| $155K | 0% | 73,296 +5,859 | +9% | +$12.4K | |||
| $155K | 0% | 6,614 +2,472 | +60% | +$57.8K | |||
| $154K | 0% | 11,081 -9,717 | -47% | -$135K | |||
| $154K | 0% | 13,717 -1,836 | -12% | -$20.6K | |||
| $154K | 0% | 27,961 +25,166 | +900% | +$138K | |||
| $153K | 0% | 28,728 -6,401 | -18% | -$34.2K | |||
| $153K | 0% | 56,932 -101 | -0.2% | -$272 | |||
| $152K | 0% | 16,033 -28,816 | -64% | -$274K | |||
| $152K | 0% | 6,473 | New | +$152K | |||
| $152K | 0% | 6,043 -511 | -8% | -$12.8K |
