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 | |
|---|---|---|---|---|---|---|---|
| $111K | ﹤0.01% | 2,235 +2,066 | +1,222% | +$103K | |||
| $111K | ﹤0.01% | 32,082 -18,972 | -37% | -$65.8K | |||
| $111K | ﹤0.01% | +7,063 | New | +$111K | |||
| $111K | ﹤0.01% | 6,237 -1,041 | -14% | -$18.5K | |||
| $111K | ﹤0.01% | 38,558 -16,066 | -29% | -$46.1K | |||
| $111K | ﹤0.01% | 30,531 +25,828 | +549% | +$93.6K | |||
| $110K | ﹤0.01% | +14,705 | New | +$110K | |||
| $110K | ﹤0.01% | 2,235 -2,200 | -50% | -$109K | |||
| $110K | ﹤0.01% | 319,805 +157,541 | +97% | +$54.2K | |||
| $110K | ﹤0.01% | 4,314 +4,049 | +1,528% | +$103K | |||
| $110K | ﹤0.01% | 96,402 +94,877 | +6,221% | +$108K | |||
| $109K | ﹤0.01% | 932 -107 | -10% | -$12.6K | |||
| $109K | ﹤0.01% | 5,435 -306 | -5% | -$6.14K | |||
| $109K | ﹤0.01% | 9,894 +632 | +7% | +$6.97K | |||
| $109K | ﹤0.01% | +5,550 | New | +$109K | |||
| $109K | ﹤0.01% | 2,433 +1,866 | +329% | +$83.5K | |||
| $109K | ﹤0.01% | 5,802 +5,761 | +14,051% | +$108K | |||
| $108K | ﹤0.01% | 53,130 -7,800 | -13% | -$15.9K | |||
| $108K | ﹤0.01% | 3,861 +3,840 | +18,286% | +$108K | |||
| $108K | ﹤0.01% | 67,249 -60,381 | -47% | -$97.2K | |||
| $108K | ﹤0.01% | 90,150 +30,623 | +51% | +$36.7K | |||
| $108K | ﹤0.01% | +4,879 | New | +$108K | |||
| $108K | ﹤0.01% | 14,099 -27,242 | -66% | -$208K | |||
| $108K | ﹤0.01% | 27,433 -164 | -0.6% | -$643 | |||
| $107K | ﹤0.01% | +52,053 | New | +$107K |
