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 | |
|---|---|---|---|---|---|---|---|
| $127K | 0% | 32,819 -33,768 | -51% | -$130K | |||
| $126K | 0% | 5,000 | New | +$126K | |||
| $126K | 0% | 4,875 +3,322 | +214% | +$85.9K | |||
| $126K | 0% | 16,224 -47,777 | -75% | -$371K | |||
| $126K | 0% | 11,881 +10,894 | +1,104% | +$115K | |||
| $125K | 0% | 7,242 -36 | -0.5% | -$624 | |||
| $125K | 0% | 5,198 +223 | +4% | +$5.36K | |||
| $125K | 0% | 27,796 +26,295 | +1,752% | +$118K | |||
| $125K | 0% | 1,924 | New | +$125K | |||
| $125K | 0% | 4,706 +3,911 | +492% | +$104K | |||
| $125K | 0% | 3,099 -19,829 | -86% | -$797K | |||
| $125K | 0% | 8,239 | New | +$125K | |||
| $124K | 0% | 25,029 +2,779 | +12% | +$13.8K | |||
| $124K | 0% | 22,938 -64,942 | -74% | -$352K | |||
| $124K | 0% | 97,826 -141,474 | -59% | -$180K | |||
| $124K | 0% | 38,313 -8,218 | -18% | -$26.6K | |||
| $124K | 0% | 4,365 +4,355 | +43,550% | +$124K | |||
| $124K | 0% | 176,973 -29,270 | -14% | -$20.5K | |||
| $124K | 0% | 43,255 -30,100 | -41% | -$86.1K | |||
| $123K | 0% | 1,404 +678 | +93% | +$59.6K | |||
| $123K | 0% | 4,279 +3,094 | +261% | +$89K | |||
| $123K | 0% | 13,547 -11,368 | -46% | -$103K | |||
| $123K | 0% | 3,102 +331 | +12% | +$13.1K | |||
| $123K | 0% | 12,203 | – | – | |||
| $122K | 0% | 4,203 | New | +$122K |
