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 | |
|---|---|---|---|---|---|---|---|
| $152K | 0% | 338,431 -16,130 | -5% | -$7.23K | |||
| $152K | 0% | 8,351 -1,197 | -13% | -$21.7K | |||
| $151K | 0% | 2,023 +1,131 | +127% | +$84.6K | |||
| $151K | 0% | 31,326 -14,653 | -32% | -$70.8K | |||
| $151K | 0% | 4,269 | – | – | |||
| $151K | 0% | 33,530 -7,961 | -19% | -$35.8K | |||
| $150K | 0% | 35,977 +34,364 | +2,130% | +$144K | |||
| $150K | 0% | 19,404 -10,537 | -35% | -$81.5K | |||
| $150K | 0% | 13,753 -2,132 | -13% | -$23.3K | |||
| $150K | 0% | 16,281 +5,661 | +53% | +$52.1K | |||
| $150K | 0% | 8,194 | New | +$150K | |||
| $150K | 0% | 5,370 | New | +$150K | |||
| $150K | 0% | 70,273 +29,916 | +74% | +$63.7K | |||
| $150K | 0% | 5,036 -3,423 | -40% | -$102K | |||
| $149K | 0% | 17,382 -192 | -1% | -$1.65K | |||
| $149K | 0% | 29,818 +12,147 | +69% | +$60.9K | |||
| $149K | 0% | 12,338 -5,264 | -30% | -$63.7K | |||
| $149K | 0% | 8,445 +6,273 | +289% | +$111K | |||
| $148K | 0% | 3,978 -95 | -2% | -$3.54K | |||
| $148K | 0% | 4,952 | New | +$148K | |||
| $148K | 0% | 18,382 +1,526 | +9% | +$12.3K | |||
| $148K | 0% | 17,557 -17,368 | -50% | -$146K | |||
| $147K | 0% | 32,128 -20,191 | -39% | -$92.7K | |||
| $147K | 0% | 12,683 +11,608 | +1,080% | +$135K | |||
| $147K | 0% | 8,826 +4,479 | +103% | +$74.8K |
