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 | |
|---|---|---|---|---|---|---|---|
| $74K | ﹤0.01% | 2,128 +16 | +0.8% | +$556 | |||
| $73.9K | ﹤0.01% | 17,270 -6,795 | -28% | -$29.1K | |||
| $73.9K | ﹤0.01% | 6,008 -90,861 | -94% | -$1.12M | |||
| $73.8K | ﹤0.01% | 96,156 +28,766 | +43% | +$22.1K | |||
| $73.4K | ﹤0.01% | 2,427 +2,353 | +3,180% | +$71.2K | |||
| $73.3K | ﹤0.01% | 2,057 +1,239 | +151% | +$44.1K | |||
| $73.1K | ﹤0.01% | 15,076 -431 | -3% | -$2.09K | |||
| $73.1K | ﹤0.01% | 5,854 -1,899 | -24% | -$23.7K | |||
| $73.1K | ﹤0.01% | +1,048 | New | +$73.1K | |||
| $72.9K | ﹤0.01% | 19,223 -32,562 | -63% | -$123K | |||
| $72.8K | ﹤0.01% | 4,790 -11,739 | -71% | -$178K | |||
| $72.7K | ﹤0.01% | 5,099 -2,214 | -30% | -$31.6K | |||
| $72.6K | ﹤0.01% | 4,634 +1,134 | +32% | +$17.8K | |||
| $72.6K | ﹤0.01% | +6,960 | New | +$72.6K | |||
| $72.3K | ﹤0.01% | 6,236 +6,016 | +2,735% | +$69.8K | |||
| $72.3K | ﹤0.01% | 62,324 +62,119 | +30,302% | +$72.1K | |||
| $72.2K | ﹤0.01% | 14,305 +14,087 | +6,462% | +$71.1K | |||
| $72.2K | ﹤0.01% | 18,052 +6,508 | +56% | +$26K | |||
| $72.2K | ﹤0.01% | 2,537 -1,327 | -34% | -$37.8K | |||
| $72.2K | ﹤0.01% | 2,923 +2,520 | +625% | +$62.2K | |||
| $72.2K | ﹤0.01% | 720 +678 | +1,614% | +$68K | |||
| $72.1K | ﹤0.01% | 18,446 +18,418 | +65,779% | +$72K | |||
| $72.1K | ﹤0.01% | 5,374 +6 | +0.1% | +$81 | |||
| $71.9K | ﹤0.01% | 2,661 +544 | +26% | +$14.7K | |||
| $71.7K | ﹤0.01% | 2,668 +2,546 | +2,087% | +$68.4K |
