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 | |
|---|---|---|---|---|---|---|---|
| $69.2K | ﹤0.01% | 5,584 +1,088 | +24% | +$13.5K | |||
| $69K | ﹤0.01% | +8,646 | New | +$69K | |||
| $68.5K | ﹤0.01% | 25,836 -43,724 | -63% | -$116K | |||
| $68.3K | ﹤0.01% | 2,489 +1,820 | +272% | +$49.9K | |||
| $68.2K | ﹤0.01% | 31,299 +7,267 | +30% | +$15.8K | |||
| $68.2K | ﹤0.01% | 1,981 +1,980 | +198,000% | +$68.1K | |||
| $67.9K | ﹤0.01% | +2,408 | New | +$67.9K | |||
| $67.9K | ﹤0.01% | 86,662 +48,181 | +125% | +$37.7K | |||
| $67.8K | ﹤0.01% | 2,627 +321 | +14% | +$8.29K | |||
| $67.8K | ﹤0.01% | +1,886 | New | +$67.8K | |||
| $67.6K | ﹤0.01% | 4,581 +3,529 | +335% | +$52.1K | |||
| $67.6K | ﹤0.01% | 7,363 +610 | +9% | +$5.6K | |||
| $67.4K | ﹤0.01% | 2,473 +491 | +25% | +$13.4K | |||
| $67.3K | ﹤0.01% | +6,700 | New | +$67.3K | |||
| $67.2K | ﹤0.01% | 62,231 -65,590 | -51% | -$70.8K | |||
| $67.2K | ﹤0.01% | 6,815 -8,240 | -55% | -$81.2K | |||
| $67.1K | ﹤0.01% | 61 +53 | +663% | +$58.3K | |||
| $67K | ﹤0.01% | +2,917 | New | +$67K | |||
| $67K | ﹤0.01% | 1,300 +1,086 | +507% | +$56K | |||
| $66.9K | ﹤0.01% | 1,799 -604 | -25% | -$22.5K | |||
| $66.9K | ﹤0.01% | 17,803 -86,088 | -83% | -$324K | |||
| $66.8K | ﹤0.01% | +36,327 | New | +$66.8K | |||
| $66.8K | ﹤0.01% | 9,322 -7,335 | -44% | -$52.6K | |||
| $66.8K | ﹤0.01% | +1,789 | New | +$66.8K | |||
| $66.7K | ﹤0.01% | 80,273 +63,041 | +366% | +$52.4K |
