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 | |
|---|---|---|---|---|---|---|---|
| $115K | 0% | 46,292 -62,391 | -57% | -$155K | |||
| $115K | 0% | 11,500 | New | +$115K | |||
| $115K | 0% | 115,200 -29,725 | -21% | -$29.7K | |||
| $115K | 0% | 1,462 +1,355 | +1,266% | +$107K | |||
| $115K | 0% | 10,261 +2,197 | +27% | +$24.6K | |||
| $115K | 0% | 147,262 +60,830 | +70% | +$47.4K | |||
| $115K | 0% | 11,754 | New | +$115K | |||
| $115K | 0% | 2,205 | New | +$115K | |||
| $115K | 0% | 3,543 -1,223 | -26% | -$39.5K | |||
| $114K | 0% | 4,946 | New | +$114K | |||
| $114K | 0% | 3,563 | New | +$114K | |||
| $114K | 0% | 2,960 +2,944 | +18,400% | +$113K | |||
| $114K | 0% | 11,102 -150 | -1% | -$1.54K | |||
| $114K | 0% | 13,224 +1,519 | +13% | +$13.1K | |||
| $114K | 0% | 21,411 -241,413 | -92% | -$1.28M | |||
| $113K | 0% | 5,333 -284 | -5% | -$6.04K | |||
| $113K | 0% | 113,306 +112,353 | +11,789% | +$112K | |||
| $113K | 0% | 73,992 +4,529 | +7% | +$6.93K | |||
| $113K | 0% | 18,150 -3,186 | -15% | -$19.8K | |||
| $113K | 0% | 2,307 | New | +$113K | |||
| $113K | 0% | 21,700 -31,265 | -59% | -$162K | |||
| $112K | 0% | 2,121 +1,603 | +309% | +$85K | |||
| $112K | 0% | 16,874 -9,399 | -36% | -$62.5K | |||
| $112K | 0% | 22,064 -37,690 | -63% | -$191K | |||
| $112K | 0% | 3,285 +2,755 | +520% | +$93.6K |
