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 | |
|---|---|---|---|---|---|---|---|
| $104K | ﹤0.01% | 25,890 +24,991 | +2,780% | +$100K | |||
| $104K | ﹤0.01% | 2,618 +2,523 | +2,656% | +$100K | |||
| $104K | ﹤0.01% | 2,465 -1,211 | -33% | -$51K | |||
| $104K | ﹤0.01% | 4,624 +4,074 | +741% | +$91.3K | |||
| $103K | ﹤0.01% | 124,659 +96,784 | +347% | +$80.1K | |||
| $103K | ﹤0.01% | 3,049 +2,235 | +275% | +$75.6K | |||
| $103K | ﹤0.01% | 12,316 -55,293 | -82% | -$463K | |||
| $103K | ﹤0.01% | 2,648 +2,644 | +66,100% | +$103K | |||
| $102K | ﹤0.01% | 1,883 +1,795 | +2,040% | +$97.4K | |||
| $102K | ﹤0.01% | 83,046 -35,064 | -30% | -$43.1K | |||
| $102K | ﹤0.01% | 2,507 -3,048 | -55% | -$124K | |||
| $102K | ﹤0.01% | 9,901 +2,201 | +29% | +$22.6K | |||
| $102K | ﹤0.01% | 33,401 -8,228 | -20% | -$25.1K | |||
| $102K | ﹤0.01% | +3,304 | New | +$102K | |||
| $102K | ﹤0.01% | 112,859 -15,331 | -12% | -$13.8K | |||
| $101K | ﹤0.01% | 5,373 +5,126 | +2,075% | +$96.8K | |||
| $101K | ﹤0.01% | 23,624 +2,777 | +13% | +$11.9K | |||
| $101K | ﹤0.01% | 17,881 +2,429 | +16% | +$13.7K | |||
| $101K | ﹤0.01% | 12,007 +3,240 | +37% | +$27.2K | |||
| $101K | ﹤0.01% | 41,773 -8,315 | -17% | -$20K | |||
| $101K | ﹤0.01% | 25,806 +11,874 | +85% | +$46.3K | |||
| $101K | ﹤0.01% | 5,211 -4,377 | -46% | -$84.5K | |||
| $101K | ﹤0.01% | 17,038 -5,325 | -24% | -$31.4K | |||
| $100K | ﹤0.01% | 8,397 -9,755 | -54% | -$116K | |||
| $100K | ﹤0.01% | 67,215 +39,648 | +144% | +$59.1K |
