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 | |
|---|---|---|---|---|---|---|---|
| $80.9K | ﹤0.01% | 16,891 +4,311 | +34% | +$20.7K | |||
| $80.8K | ﹤0.01% | 1,500 -710 | -32% | -$38.2K | |||
| $80.7K | ﹤0.01% | 116,952 +115,103 | +6,225% | +$79.4K | |||
| $80.6K | ﹤0.01% | +4,292 | New | +$80.6K | |||
| $80.5K | ﹤0.01% | 3,487 +227 | +7% | +$5.24K | |||
| $80.2K | ﹤0.01% | 4,780 +528 | +12% | +$8.86K | |||
| $80.2K | ﹤0.01% | 2,562 -2,096 | -45% | -$65.6K | |||
| $80.2K | ﹤0.01% | 24,441 +17,591 | +257% | +$57.7K | |||
| $80.2K | ﹤0.01% | 72,874 +58,020 | +391% | +$63.8K | |||
| $80.2K | ﹤0.01% | 1,527 +1,367 | +854% | +$71.8K | |||
| $80K | ﹤0.01% | 2,396 +396 | +20% | +$13.2K | |||
| $79.9K | ﹤0.01% | 1,720 +1,141 | +197% | +$53K | |||
| $79.9K | ﹤0.01% | 2,906 +1,402 | +93% | +$38.5K | |||
| $79.9K | ﹤0.01% | 5,223 +711 | +16% | +$10.9K | |||
| $79.7K | ﹤0.01% | 2,214 +2,149 | +3,306% | +$77.3K | |||
| $79.6K | ﹤0.01% | 2,575 +1,768 | +219% | +$54.7K | |||
| $79.5K | ﹤0.01% | 39,740 -3,612 | -8% | -$7.22K | |||
| $79.5K | ﹤0.01% | 2,867 +2,809 | +4,843% | +$77.9K | |||
| $79.5K | ﹤0.01% | 6,786 -1,303 | -16% | -$15.3K | |||
| $79.5K | ﹤0.01% | 3,756 -247 | -6% | -$5.23K | |||
| $79.4K | ﹤0.01% | 38,919 -70,386 | -64% | -$144K | |||
| $79.1K | ﹤0.01% | +21,262 | New | +$79.1K | |||
| $79.1K | ﹤0.01% | 1,621 +1,583 | +4,166% | +$77.2K | |||
| $79K | ﹤0.01% | 7,421 +1,410 | +23% | +$15K | |||
| $79K | ﹤0.01% | +2,221 | New | +$79K |
