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 | |
|---|---|---|---|---|---|---|---|
| $100K | ﹤0.01% | +757 | New | +$100K | |||
| $100K | ﹤0.01% | 80,624 +63,543 | +372% | +$78.8K | |||
| $99.7K | ﹤0.01% | 10,547 -2,329 | -18% | -$22K | |||
| $99.6K | ﹤0.01% | 5,241 +3,740 | +249% | +$71.1K | |||
| $99.5K | ﹤0.01% | 32,729 +2,891 | +10% | +$8.79K | |||
| $99.4K | ﹤0.01% | 28,091 +407 | +1% | +$1.44K | |||
| $99.4K | ﹤0.01% | 24,730 -543 | -2% | -$2.18K | |||
| $99.2K | ﹤0.01% | 4,944 +4,843 | +4,795% | +$97.2K | |||
| $99.1K | ﹤0.01% | 45,266 +17,740 | +64% | +$38.9K | |||
| $99K | ﹤0.01% | 9,483 | – | – | |||
| $99K | ﹤0.01% | +5,137 | New | +$99K | |||
| $98.9K | ﹤0.01% | 2,175 +2,130 | +4,733% | +$96.9K | |||
| $98.9K | ﹤0.01% | 3,143 +2,061 | +190% | +$64.9K | |||
| $98.9K | ﹤0.01% | +3,691 | New | +$98.9K | |||
| $98.3K | ﹤0.01% | 1,921 +1,705 | +789% | +$87.2K | |||
| $97.8K | ﹤0.01% | 465,913 +237,045 | +104% | +$49.8K | |||
| $97.8K | ﹤0.01% | 63,081 +63,071 | +630,710% | +$97.8K | |||
| $97.6K | ﹤0.01% | 10,507 -468 | -4% | -$4.35K | |||
| $97.5K | ﹤0.01% | 81,211 +43,258 | +114% | +$51.9K | |||
| $97K | ﹤0.01% | 91,473 +63,154 | +223% | +$66.9K | |||
| $96.8K | ﹤0.01% | 19,101 +11,019 | +136% | +$55.9K | |||
| $96.6K | ﹤0.01% | 880 -602 | -41% | -$66.1K | |||
| $96.6K | ﹤0.01% | 44,910 -8,221 | -15% | -$17.7K | |||
| $96.5K | ﹤0.01% | 17,672 -23,663 | -57% | -$129K | |||
| $96.5K | ﹤0.01% | +3,283 | New | +$96.5K |
