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 | |
|---|---|---|---|---|---|---|---|
| $92.2K | ﹤0.01% | +2,861 | New | +$92.2K | |||
| $92.1K | ﹤0.01% | 67,751 +28,701 | +74% | +$39K | |||
| $92.1K | ﹤0.01% | 264,646 +94,445 | +55% | +$32.9K | |||
| $92K | ﹤0.01% | 3,295 -831 | -20% | -$23.2K | |||
| $91.7K | ﹤0.01% | 7,904 -1,341 | -15% | -$15.6K | |||
| $91.7K | ﹤0.01% | 4,511 +172 | +4% | +$3.5K | |||
| $91.7K | ﹤0.01% | 45,832 +41,932 | +1,075% | +$83.9K | |||
| $91.6K | ﹤0.01% | 3,356 -294 | -8% | -$8.02K | |||
| $91.1K | ﹤0.01% | 8,012 +1,447 | +22% | +$16.5K | |||
| $91K | ﹤0.01% | 8,939 -40 | -0.5% | -$407 | |||
| $91K | ﹤0.01% | +90,997 | New | +$91K | |||
| $91K | ﹤0.01% | 115,870 -22,900 | -17% | -$18K | |||
| $90.9K | ﹤0.01% | 4,819 +4,416 | +1,096% | +$83.3K | |||
| $90.9K | ﹤0.01% | 72,117 +48,592 | +207% | +$61.2K | |||
| $90.8K | ﹤0.01% | 3,958 | – | – | |||
| $90.7K | ﹤0.01% | 198,868 +47,865 | +32% | +$21.8K | |||
| $90.5K | ﹤0.01% | 2,938 +2,483 | +546% | +$76.5K | |||
| $90.4K | ﹤0.01% | 6,241 -2,936 | -32% | -$42.5K | |||
| $90.4K | ﹤0.01% | 158,563 +103,801 | +190% | +$59.2K | |||
| $90.3K | ﹤0.01% | 48,024 -17,664 | -27% | -$33.2K | |||
| $90.3K | ﹤0.01% | 4,646 -176 | -4% | -$3.42K | |||
| $90.2K | ﹤0.01% | +4,017 | New | +$90.2K | |||
| $90.1K | ﹤0.01% | 8,209 +8,080 | +6,264% | +$88.7K | |||
| $89.9K | ﹤0.01% | 2,623 +2,611 | +21,758% | +$89.5K | |||
| $89.7K | ﹤0.01% | +1,398 | New | +$89.7K |
