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 | |
|---|---|---|---|---|---|---|---|
| $96.3K | ﹤0.01% | 4,833 -1,897 | -28% | -$37.8K | |||
| $96.2K | ﹤0.01% | 11,676 +8,276 | +243% | +$68.2K | |||
| $95.9K | ﹤0.01% | 12,945 +11,302 | +688% | +$83.7K | |||
| $95.9K | ﹤0.01% | 182,015 +181,908 | +170,007% | +$95.9K | |||
| $95.9K | ﹤0.01% | 2,586 +2,553 | +7,736% | +$94.7K | |||
| $95.4K | ﹤0.01% | 2,512 +2,243 | +834% | +$85.2K | |||
| $95.2K | ﹤0.01% | 1,400 -142 | -9% | -$9.66K | |||
| $95.1K | ﹤0.01% | 22,116 +9,920 | +81% | +$42.7K | |||
| $95K | ﹤0.01% | 9,043 +1,100 | +14% | +$11.6K | |||
| $94.5K | ﹤0.01% | 44,587 +30,939 | +227% | +$65.6K | |||
| $94.5K | ﹤0.01% | 10,213 +6,617 | +184% | +$61.2K | |||
| $94.5K | ﹤0.01% | 9,022 +5,282 | +141% | +$55.3K | |||
| $94.3K | ﹤0.01% | 4,643 +2,037 | +78% | +$41.4K | |||
| $93.9K | ﹤0.01% | 2,673 +2,519 | +1,636% | +$88.5K | |||
| $93.6K | ﹤0.01% | 3,287 -5,024 | -60% | -$143K | |||
| $93.2K | ﹤0.01% | 5,809 +1,929 | +50% | +$31K | |||
| $93.2K | ﹤0.01% | 3,352 +602 | +22% | +$16.7K | |||
| $93.2K | ﹤0.01% | +3,013 | New | +$93.2K | |||
| $93.1K | ﹤0.01% | 700 +696 | +17,400% | +$92.5K | |||
| $92.9K | ﹤0.01% | 2,373 +2,305 | +3,390% | +$90.2K | |||
| $92.8K | ﹤0.01% | 1,458 +126 | +9% | +$8.02K | |||
| $92.8K | ﹤0.01% | 13,294 -11,587 | -47% | -$80.9K | |||
| $92.7K | ﹤0.01% | 9,016 +5,304 | +143% | +$54.5K | |||
| $92.3K | ﹤0.01% | 16,574 -3,395 | -17% | -$18.9K | |||
| $92.3K | ﹤0.01% | 8,233 -2,640 | -24% | -$29.6K |
