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 | |
|---|---|---|---|---|---|---|---|
| $147K | 0% | 14,412 -25,441 | -64% | -$260K | |||
| $147K | 0% | 3,289 +3,162 | +2,490% | +$141K | |||
| $147K | 0% | 11,187 +9,195 | +462% | +$120K | |||
| $146K | 0% | 5,289 +5,025 | +1,903% | +$139K | |||
| $146K | 0% | 3,848 -7,523 | -66% | -$286K | |||
| $146K | 0% | 43,484 +24,515 | +129% | +$82.4K | |||
| $146K | 0% | 2,758 +504 | +22% | +$26.7K | |||
| $146K | 0% | 2,187 +1,351 | +162% | +$90.2K | |||
| $146K | 0% | 2,911 -249 | -8% | -$12.5K | |||
| $146K | 0% | 3,908 +2,943 | +305% | +$110K | |||
| $145K | 0% | 254,744 -223,764 | -47% | -$128K | |||
| $145K | 0% | 24,334 +23,500 | +2,818% | +$140K | |||
| $144K | 0% | 106,021 -64,271 | -38% | -$87.4K | |||
| $144K | 0% | 151,150 +36,798 | +32% | +$35K | |||
| $144K | 0% | 212,673 -246,996 | -54% | -$167K | |||
| $143K | 0% | 103,977 +5,714 | +6% | +$7.89K | |||
| $143K | 0% | 4,818 +2,819 | +141% | +$83.8K | |||
| $142K | 0% | 5,840 | New | +$142K | |||
| $142K | 0% | 976 -1,508 | -61% | -$219K | |||
| $142K | 0% | 59,127 -2,285,975 | -97% | -$5.49M | |||
| $142K | 0% | 10,456 +1,277 | +14% | +$17.3K | |||
| $142K | 0% | 11,193 -10,756 | -49% | -$136K | |||
| $142K | 0% | 5,503 | New | +$142K | |||
| $142K | 0% | 11,903 +10,720 | +906% | +$127K | |||
| $141K | 0% | 51,781 +48,444 | +1,452% | +$132K |
