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 | |
|---|---|---|---|---|---|---|---|
| $78.7K | ﹤0.01% | 23,225 -295,356 | -93% | -$1M | |||
| $78.6K | ﹤0.01% | 7,052 +1,032 | +17% | +$11.5K | |||
| $78.6K | ﹤0.01% | 4,200 -1,776 | -30% | -$33.2K | |||
| $78.6K | ﹤0.01% | +4,581 | New | +$78.6K | |||
| $78.5K | ﹤0.01% | 1,478 -1,655 | -53% | -$87.9K | |||
| $78.3K | ﹤0.01% | 7,708 +1,396 | +22% | +$14.2K | |||
| $78.1K | ﹤0.01% | 1,793 -1,131 | -39% | -$49.3K | |||
| $77.9K | ﹤0.01% | 4,626 -7,602 | -62% | -$128K | |||
| $77.7K | ﹤0.01% | +3,198 | New | +$77.7K | |||
| $77.7K | ﹤0.01% | 3,138 -13,888 | -82% | -$344K | |||
| $77.5K | ﹤0.01% | 1,850 +1,767 | +2,129% | +$74.1K | |||
| $77.4K | ﹤0.01% | 66,717 +32,515 | +95% | +$37.7K | |||
| $77.1K | ﹤0.01% | 2,736 +2,269 | +486% | +$63.9K | |||
| $76.9K | ﹤0.01% | 15,510 +6,141 | +66% | +$30.5K | |||
| $76.8K | ﹤0.01% | 103,957 +103,217 | +13,948% | +$76.3K | |||
| $76.8K | ﹤0.01% | 12,859 -2,353 | -15% | -$14K | |||
| $76.8K | ﹤0.01% | 1,910 +1,158 | +154% | +$46.5K | |||
| $76.6K | ﹤0.01% | 2,943 -151 | -5% | -$3.93K | |||
| $76.6K | ﹤0.01% | 7,447 | – | – | |||
| $76.4K | ﹤0.01% | 36,397 +28,342 | +352% | +$59.5K | |||
| $76.2K | ﹤0.01% | 6,940 +3,108 | +81% | +$34.1K | |||
| $76.1K | ﹤0.01% | 35,583 -77,398 | -69% | -$166K | |||
| $76.1K | ﹤0.01% | 245,555 +48,920 | +25% | +$15.2K | |||
| $76K | ﹤0.01% | 34,529 -12,244 | -26% | -$26.9K | |||
| $75.9K | ﹤0.01% | 58,853 -6,439 | -10% | -$8.31K |
