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 | |
|---|---|---|---|---|---|---|---|
| $86.4K | ﹤0.01% | 21,329 +11,507 | +117% | +$46.6K | |||
| $86.4K | ﹤0.01% | 2,106 -91 | -4% | -$3.73K | |||
| $86.3K | ﹤0.01% | 4,930 -30 | -0.6% | -$525 | |||
| $86.3K | ﹤0.01% | 3,684 -666 | -15% | -$15.6K | |||
| $86.1K | ﹤0.01% | 57,020 +53,378 | +1,466% | +$80.6K | |||
| $86K | ﹤0.01% | 2,118 -5,435 | -72% | -$221K | |||
| $86K | ﹤0.01% | +6,360 | New | +$86K | |||
| $85.7K | ﹤0.01% | +2,282 | New | +$85.7K | |||
| $85.7K | ﹤0.01% | 55,264 +54,251 | +5,355% | +$84.1K | |||
| $85.4K | ﹤0.01% | 2,478 +102 | +4% | +$3.51K | |||
| $85.3K | ﹤0.01% | 2,956 +2,300 | +351% | +$66.4K | |||
| $85.2K | ﹤0.01% | 2,277 +746 | +49% | +$27.9K | |||
| $85.2K | ﹤0.01% | +12,204 | New | +$85.2K | |||
| $85.1K | ﹤0.01% | 4,896 +1,927 | +65% | +$33.5K | |||
| $85.1K | ﹤0.01% | +7,199 | New | +$85.1K | |||
| $85.1K | ﹤0.01% | +2,032 | New | +$85.1K | |||
| $85K | ﹤0.01% | +2,256 | New | +$85K | |||
| $84.9K | ﹤0.01% | +1,914 | New | +$84.9K | |||
| $84.6K | ﹤0.01% | 73,607 -52,909 | -42% | -$60.8K | |||
| $84.6K | ﹤0.01% | +2,693 | New | +$84.6K | |||
| $84.5K | ﹤0.01% | 8,330 +150 | +2% | +$1.52K | |||
| $84.4K | ﹤0.01% | 13,062 -7,466 | -36% | -$48.2K | |||
| $84.2K | ﹤0.01% | 25,369 -15,219 | -38% | -$50.5K | |||
| $84.2K | ﹤0.01% | +3,845 | New | +$84.2K | |||
| $83.9K | ﹤0.01% | +2,657 | New | +$83.9K |
