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 | |
|---|---|---|---|---|---|---|---|
| $83.7K | ﹤0.01% | 2,772 +2,653 | +2,229% | +$80.1K | |||
| $83.7K | ﹤0.01% | 6,731 -758 | -10% | -$9.42K | |||
| $83.6K | ﹤0.01% | 5,620 -1,532 | -21% | -$22.8K | |||
| $83.6K | ﹤0.01% | 2,936 +2,871 | +4,417% | +$81.8K | |||
| $83.6K | ﹤0.01% | 2,586 -2,140 | -45% | -$69.2K | |||
| $83K | ﹤0.01% | 1,988 +1,977 | +17,973% | +$82.5K | |||
| $82.9K | ﹤0.01% | 69,685 -23,612 | -25% | -$28.1K | |||
| $82.9K | ﹤0.01% | 6,827 +313 | +5% | +$3.8K | |||
| $82.9K | ﹤0.01% | 33,019 +32,949 | +47,070% | +$82.7K | |||
| $82.8K | ﹤0.01% | 50,202 -748 | -1% | -$1.23K | |||
| $82.8K | ﹤0.01% | 43,360 +8,133 | +23% | +$15.5K | |||
| $82.8K | ﹤0.01% | +2,389 | New | +$82.8K | |||
| $82.8K | ﹤0.01% | 23,655 +2,774 | +13% | +$9.71K | |||
| $82.7K | ﹤0.01% | 135,640 +135,615 | +542,460% | +$82.7K | |||
| $82.7K | ﹤0.01% | +2,097 | New | +$82.7K | |||
| $82.6K | ﹤0.01% | 22,453 -24,146 | -52% | -$88.9K | |||
| $82.4K | ﹤0.01% | 4,157 -3,934 | -49% | -$78K | |||
| $82.4K | ﹤0.01% | +73,590 | New | +$82.4K | |||
| $82.1K | ﹤0.01% | +38,361 | New | +$82.1K | |||
| $81.9K | ﹤0.01% | 12,844 +11,286 | +724% | +$72K | |||
| $81.4K | ﹤0.01% | 3,092 +2,044 | +195% | +$53.8K | |||
| $81.3K | ﹤0.01% | 6,456 -542 | -8% | -$6.83K | |||
| $81K | ﹤0.01% | 10,223 -4,448 | -30% | -$35.2K | |||
| $80.9K | ﹤0.01% | 55,811 +9,308 | +20% | +$13.5K | |||
| $80.9K | ﹤0.01% | 8,635 +1,870 | +28% | +$17.5K |
