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 | |
|---|---|---|---|---|---|---|---|
| $118K | ﹤0.01% | 71,470 +53,416 | +296% | +$88.1K | |||
| $118K | ﹤0.01% | 14,957 +11,179 | +296% | +$88.1K | |||
| $118K | ﹤0.01% | 12,405 +4,600 | +59% | +$43.7K | |||
| $118K | ﹤0.01% | 13,543 -18,477 | -58% | -$161K | |||
| $118K | ﹤0.01% | 2,281 -446 | -16% | -$23K | |||
| $118K | ﹤0.01% | 19,700 -4,807 | -20% | -$28.7K | |||
| $118K | ﹤0.01% | 45,036 -25,870 | -36% | -$67.5K | |||
| $117K | ﹤0.01% | +4,126 | New | +$117K | |||
| $117K | ﹤0.01% | +4,584 | New | +$117K | |||
| $117K | ﹤0.01% | 45,104 -48,791 | -52% | -$127K | |||
| $117K | ﹤0.01% | 9,159 -4,317 | -32% | -$55.3K | |||
| $117K | ﹤0.01% | 3,064 +2,938 | +2,332% | +$112K | |||
| $117K | ﹤0.01% | 7,449 +6,404 | +613% | +$101K | |||
| $117K | ﹤0.01% | +4,387 | New | +$117K | |||
| $117K | ﹤0.01% | 112,347 +10,534 | +10% | +$11K | |||
| $117K | ﹤0.01% | +11,146 | New | +$117K | |||
| $116K | ﹤0.01% | 30,111 -3,154 | -9% | -$12.2K | |||
| $116K | ﹤0.01% | 4,753 +874 | +23% | +$21.4K | |||
| $116K | ﹤0.01% | 6,686 +1,379 | +26% | +$24K | |||
| $116K | ﹤0.01% | 10,226 -2,998 | -23% | -$34K | |||
| $116K | ﹤0.01% | 36,394 -15,715 | -30% | -$50K | |||
| $116K | ﹤0.01% | 18,496 -17,068 | -48% | -$107K | |||
| $115K | ﹤0.01% | 94,603 -192,041 | -67% | -$234K | |||
| $115K | ﹤0.01% | 2,424 +21 | +0.9% | +$999 | |||
| $115K | ﹤0.01% | 3,638 +3,519 | +2,957% | +$112K |
