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 | |
|---|---|---|---|---|---|---|---|
| $131K | 0% | 263,929 +255,253 | +2,942% | +$126K | |||
| $131K | 0% | 21,198 +21,181 | +124,594% | +$130K | |||
| $130K | 0% | 10,012 +4,999 | +100% | +$65K | |||
| $130K | 0% | 396,953 -314,971 | -44% | -$103K | |||
| $130K | 0% | 2,757 | New | +$130K | |||
| $130K | 0% | 4,989 +4,959 | +16,530% | +$129K | |||
| $130K | 0% | 3,940 -172 | -4% | -$5.66K | |||
| $129K | 0% | 23,627 -2,278 | -9% | -$12.5K | |||
| $129K | 0% | 43,077 +7,698 | +22% | +$23.1K | |||
| $129K | 0% | 18,497 -14,896 | -45% | -$104K | |||
| $129K | 0% | 100,660 +28,804 | +40% | +$36.9K | |||
| $129K | 0% | 16,277 +5,999 | +58% | +$47.4K | |||
| $128K | 0% | 32,694 +13,543 | +71% | +$53.2K | |||
| $128K | 0% | 5,195 -2,781 | -35% | -$68.7K | |||
| $128K | 0% | 69,580 +51,726 | +290% | +$95.2K | |||
| $128K | 0% | 2,876 | New | +$128K | |||
| $127K | 0% | 5,211 +5,170 | +12,610% | +$126K | |||
| $127K | 0% | 910 +533 | +141% | +$74.5K | |||
| $127K | 0% | 1,264 +117 | +10% | +$11.8K | |||
| $127K | 0% | 4,136 +627 | +18% | +$19.3K | |||
| $127K | 0% | 7,873 -19,813 | -72% | -$320K | |||
| $127K | 0% | 10,122 | New | +$127K | |||
| $127K | 0% | 65,791 +21,312 | +48% | +$41.1K | |||
| $127K | 0% | 2,264 -697 | -24% | -$39.1K | |||
| $127K | 0% | 170,548 -20,475 | -11% | -$15.2K |
