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 | |
|---|---|---|---|---|---|---|---|
| $122K | 0% | 181,788 +8,720 | +5% | +$5.86K | |||
| $122K | 0% | 5,096 +234 | +5% | +$5.61K | |||
| $122K | 0% | 3,012 | New | +$122K | |||
| $122K | 0% | 3,190 | New | +$122K | |||
| $122K | 0% | 6,192 +5,533 | +840% | +$109K | |||
| $121K | 0% | 121,915 -60,325 | -33% | -$60K | |||
| $121K | 0% | 10,542 -2,403 | -19% | -$27.6K | |||
| $121K | 0% | 11,467 -17,422 | -60% | -$184K | |||
| $120K | 0% | 3,095 +2,591 | +514% | +$101K | |||
| $120K | 0% | 68,102 -207,677 | -75% | -$366K | |||
| $120K | 0% | 4,478 -8 | -0.2% | -$214 | |||
| $120K | 0% | 1,767 +563 | +47% | +$38.1K | |||
| $120K | 0% | 11,800 +5,400 | +84% | +$54.7K | |||
| $119K | 0% | 7,751 -81,146 | -91% | -$1.25M | |||
| $119K | 0% | 37,401 -32,865 | -47% | -$105K | |||
| $119K | 0% | 263,917 +43,029 | +19% | +$19.4K | |||
| $119K | 0% | 3,691 +1,212 | +49% | +$39.1K | |||
| $119K | 0% | 5,997 +606 | +11% | +$12K | |||
| $118K | 0% | 55,311 +5,948 | +12% | +$12.7K | |||
| $118K | 0% | 1,756 -3,141 | -64% | -$212K | |||
| $118K | 0% | 24,591 +7,625 | +45% | +$36.7K | |||
| $118K | 0% | 2,895 -123 | -4% | -$5.03K | |||
| $118K | 0% | 9,802 -10,041 | -51% | -$121K | |||
| $118K | 0% | 163,101 -86,300 | -35% | -$62.5K | |||
| $118K | 0% | 88,077 +63,519 | +259% | +$85.1K |
