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 | |
|---|---|---|---|---|---|---|---|
| $71.5K | ﹤0.01% | 4,275 +4,131 | +2,869% | +$69.1K | |||
| $71.4K | ﹤0.01% | 3,110 +2,738 | +736% | +$62.9K | |||
| $71.2K | ﹤0.01% | 19,558 -23,261 | -54% | -$84.7K | |||
| $71K | ﹤0.01% | +15,678 | New | +$71K | |||
| $70.9K | ﹤0.01% | 6,185 +6,061 | +4,888% | +$69.5K | |||
| $70.9K | ﹤0.01% | 9,834 -4,091 | -29% | -$29.5K | |||
| $70.9K | ﹤0.01% | 6,477 -24,394 | -79% | -$267K | |||
| $70.8K | ﹤0.01% | 9,356 -12,094 | -56% | -$91.6K | |||
| $70.8K | ﹤0.01% | 2,417 +2,301 | +1,984% | +$67.4K | |||
| $70.7K | ﹤0.01% | +1,624 | New | +$70.7K | |||
| $70.6K | ﹤0.01% | 13,896 +3,898 | +39% | +$19.8K | |||
| $70.5K | ﹤0.01% | 7,121 +6,547 | +1,141% | +$64.8K | |||
| $70.3K | ﹤0.01% | 6,032 -657 | -10% | -$7.65K | |||
| $70.3K | ﹤0.01% | 38,087 +22,859 | +150% | +$42.2K | |||
| $70.2K | ﹤0.01% | 15,954 +141 | +0.9% | +$620 | |||
| $70.1K | ﹤0.01% | +2,260 | New | +$70.1K | |||
| $70K | ﹤0.01% | 1,569 +1,174 | +297% | +$52.4K | |||
| $70K | ﹤0.01% | 4,040 -3,472 | -46% | -$60.1K | |||
| $69.8K | ﹤0.01% | 8,461 -7,060 | -45% | -$58.2K | |||
| $69.8K | ﹤0.01% | 12,799 -131,477 | -91% | -$717K | |||
| $69.7K | ﹤0.01% | 2,330 +1,157 | +99% | +$34.6K | |||
| $69.6K | ﹤0.01% | 19,066 -20,540 | -52% | -$75K | |||
| $69.6K | ﹤0.01% | 3,690 -1,227 | -25% | -$23.1K | |||
| $69.5K | ﹤0.01% | 6,389 +6,388 | +638,800% | +$69.5K | |||
| $69.2K | ﹤0.01% | 115,149 +78,267 | +212% | +$47K |
