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 | |
|---|---|---|---|---|---|---|---|
| $135K | 0% | 123,015 -18,477 | -13% | -$20.3K | |||
| $135K | 0% | 6,619 +3,403 | +106% | +$69.6K | |||
| $135K | 0% | 10,528 -513 | -5% | -$6.59K | |||
| $135K | 0% | 200,736 +48,522 | +32% | +$32.7K | |||
| $135K | 0% | 26,588 +21,035 | +379% | +$107K | |||
| $135K | 0% | 2,767 +2,094 | +311% | +$102K | |||
| $134K | 0% | 106,308 +104,372 | +5,391% | +$132K | |||
| $134K | 0% | 12,101 -79,808 | -87% | -$883K | |||
| $133K | 0% | 11,729 -6,004 | -34% | -$68.3K | |||
| $133K | 0% | 9,024 -7,156 | -44% | -$106K | |||
| $133K | 0% | 5,027 | New | +$133K | |||
| $133K | 0% | 3,417 -725 | -18% | -$28.3K | |||
| $133K | 0% | 4,329 -1,105 | -20% | -$34K | |||
| $133K | 0% | 10,669 -8,349 | -44% | -$104K | |||
| $133K | 0% | 85,220 +61,172 | +254% | +$95.4K | |||
| $132K | 0% | 12,855 -75,023 | -85% | -$773K | |||
| $132K | 0% | 4,993 -7,163 | -59% | -$190K | |||
| $132K | 0% | 4,194 | New | +$132K | |||
| $132K | 0% | 3,589 +3,197 | +816% | +$117K | |||
| $132K | 0% | 4,503 | New | +$132K | |||
| $132K | 0% | 11,075 +5,247 | +90% | +$62.4K | |||
| $131K | 0% | 27,616 +1,680 | +6% | +$8K | |||
| $131K | 0% | 7,809 -16,579 | -68% | -$278K | |||
| $131K | 0% | 3,144 -241 | -7% | -$10K | |||
| $131K | 0% | 4,906 +700 | +17% | +$18.6K |
