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 | |
|---|---|---|---|---|---|---|---|
| $107K | ﹤0.01% | 6,803 +5,256 | +340% | +$83K | |||
| $107K | ﹤0.01% | 626 +518 | +480% | +$88.9K | |||
| $107K | ﹤0.01% | +16,519 | New | +$107K | |||
| $107K | ﹤0.01% | 11,971 -2,038 | -15% | -$18.3K | |||
| $107K | ﹤0.01% | 10,408 | – | – | |||
| $107K | ﹤0.01% | 17,055 +4,329 | +34% | +$27.2K | |||
| $107K | ﹤0.01% | 3,982 -1,160 | -23% | -$31.1K | |||
| $107K | ﹤0.01% | 375,052 +30,562 | +9% | +$8.68K | |||
| $107K | ﹤0.01% | 22,612 +22,576 | +62,711% | +$106K | |||
| $106K | ﹤0.01% | +3,810 | New | +$106K | |||
| $106K | ﹤0.01% | 4,389 +2,462 | +128% | +$59.7K | |||
| $106K | ﹤0.01% | 103,172 -71,317 | -41% | -$73.5K | |||
| $106K | ﹤0.01% | 3,456 +3,067 | +788% | +$94.3K | |||
| $106K | ﹤0.01% | 4,121 -977 | -19% | -$25.1K | |||
| $105K | ﹤0.01% | +14,509 | New | +$105K | |||
| $105K | ﹤0.01% | 3,603 +3,254 | +932% | +$95.2K | |||
| $105K | ﹤0.01% | 1,502 -92 | -6% | -$6.44K | |||
| $105K | ﹤0.01% | 12,135 -14,235 | -54% | -$123K | |||
| $105K | ﹤0.01% | 5,964 -1,098 | -16% | -$19.3K | |||
| $105K | ﹤0.01% | 14,211 -8,487 | -37% | -$62.7K | |||
| $105K | ﹤0.01% | 15,762 +14,206 | +913% | +$94.6K | |||
| $105K | ﹤0.01% | 6,712 +5,859 | +687% | +$91.4K | |||
| $105K | ﹤0.01% | 97,759 -68,937 | -41% | -$73.8K | |||
| $105K | ﹤0.01% | 35,336 -27,296 | -44% | -$80.8K | |||
| $104K | ﹤0.01% | 10,680 -34,217 | -76% | -$334K |
