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 | |
|---|---|---|---|---|---|---|---|
| $89.3K | ﹤0.01% | 8,446 -2,575 | -23% | -$27.2K | |||
| $89.2K | ﹤0.01% | 111,523 +22,017 | +25% | +$17.6K | |||
| $89.2K | ﹤0.01% | 3,137 +2,863 | +1,045% | +$81.4K | |||
| $89.2K | ﹤0.01% | 7,448 +4,255 | +133% | +$50.9K | |||
| $89.1K | ﹤0.01% | 25,614 -7,955 | -24% | -$27.7K | |||
| $89K | ﹤0.01% | +7,640 | New | +$89K | |||
| $88.9K | ﹤0.01% | 155,892 +154,375 | +10,176% | +$88K | |||
| $88.8K | ﹤0.01% | 44,377 +21,565 | +95% | +$43.1K | |||
| $88.7K | ﹤0.01% | 1,698 +1,198 | +240% | +$62.6K | |||
| $88.6K | ﹤0.01% | +114,040 | New | +$88.6K | |||
| $88.3K | ﹤0.01% | 2,446 -508 | -17% | -$18.3K | |||
| $88.2K | ﹤0.01% | 2,965 +2,529 | +580% | +$75.3K | |||
| $88.2K | ﹤0.01% | 41,992 +39,719 | +1,747% | +$83.4K | |||
| $87.9K | ﹤0.01% | 660 +537 | +437% | +$71.5K | |||
| $87.5K | ﹤0.01% | 3,238 +2,723 | +529% | +$73.6K | |||
| $87.3K | ﹤0.01% | 4,982 -27,627 | -85% | -$484K | |||
| $87.3K | ﹤0.01% | 5,039 -2,903 | -37% | -$50.3K | |||
| $87.2K | ﹤0.01% | 14,247 +328 | +2% | +$2.01K | |||
| $87K | ﹤0.01% | +40,485 | New | +$87K | |||
| $87K | ﹤0.01% | 7,495 +7,394 | +7,321% | +$85.8K | |||
| $86.9K | ﹤0.01% | 9,430 +2,093 | +29% | +$19.3K | |||
| $86.9K | ﹤0.01% | +12,312 | New | +$86.9K | |||
| $86.8K | ﹤0.01% | 9,397 -15,958 | -63% | -$147K | |||
| $86.6K | ﹤0.01% | +2,807 | New | +$86.6K | |||
| $86.5K | ﹤0.01% | 5,543 +2,012 | +57% | +$31.4K |
