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 | |
|---|---|---|---|---|---|---|---|
| $141K | 0% | 101,697 +93,624 | +1,160% | +$130K | |||
| $141K | 0% | 1,834 -200 | -10% | -$15.3K | |||
| $140K | 0% | 4,871 | New | +$140K | |||
| $140K | 0% | 8,493 +8,061 | +1,866% | +$133K | |||
| $140K | 0% | 1,214 | New | +$140K | |||
| $140K | 0% | 42,341 +13,146 | +45% | +$43.4K | |||
| $140K | 0% | 4,140 -523 | -11% | -$17.6K | |||
| $140K | 0% | 6,199 +6,085 | +5,338% | +$137K | |||
| $139K | 0% | 7,135 | New | +$139K | |||
| $139K | 0% | 100,770 +99,632 | +8,755% | +$137K | |||
| $139K | 0% | 6,506 -1,448 | -18% | -$30.9K | |||
| $139K | 0% | 9,082 -1,198 | -12% | -$18.3K | |||
| $138K | 0% | 2,901 | New | +$138K | |||
| $138K | 0% | 5,120 -821 | -14% | -$22.2K | |||
| $138K | 0% | 4,496 | New | +$138K | |||
| $138K | 0% | 4,251 -147 | -3% | -$4.77K | |||
| $138K | 0% | 2,700 -32 | -1% | -$1.63K | |||
| $138K | 0% | 5,813 +5,762 | +11,298% | +$136K | |||
| $137K | 0% | 13,550 -2,632 | -16% | -$26.7K | |||
| $137K | 0% | 6,358 -1,584 | -20% | -$34.2K | |||
| $137K | 0% | 4,551 -747 | -14% | -$22.5K | |||
| $137K | 0% | 3,248 +3,178 | +4,540% | +$134K | |||
| $137K | 0% | 32,762 -25,965 | -44% | -$109K | |||
| $137K | 0% | 4,594 | New | +$137K | |||
| $136K | 0% | 5,667 | New | +$136K |
