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 | |
|---|---|---|---|---|---|---|---|
| $66.7K | ﹤0.01% | 4,359 +3,860 | +774% | +$59.1K | |||
| $66.6K | ﹤0.01% | 21,964 +412 | +2% | +$1.25K | |||
| $66.5K | ﹤0.01% | 3,292 +201 | +7% | +$4.06K | |||
| $66.4K | ﹤0.01% | 5,073 +830 | +20% | +$10.9K | |||
| $66.3K | ﹤0.01% | 100,175 +97,839 | +4,188% | +$64.8K | |||
| $66.2K | ﹤0.01% | +3,002 | New | +$66.2K | |||
| $66.2K | ﹤0.01% | 1,900 +1,616 | +569% | +$56.3K | |||
| $66.2K | ﹤0.01% | 11,254 +5,291 | +89% | +$31.1K | |||
| $66.1K | ﹤0.01% | 66,732 +54,466 | +444% | +$53.9K | |||
| $66K | ﹤0.01% | +2,688 | New | +$66K | |||
| $65.9K | ﹤0.01% | 119,688 +112,767 | +1,629% | +$62.1K | |||
| $65.9K | ﹤0.01% | 8,626 -1,966 | -19% | -$15K | |||
| $65.9K | ﹤0.01% | +24,397 | New | +$65.9K | |||
| $65.8K | ﹤0.01% | 38,494 -4,471 | -10% | -$7.65K | |||
| $65.8K | ﹤0.01% | 15,446 -211 | -1% | -$899 | |||
| $65.6K | ﹤0.01% | 68,885 -15,682 | -19% | -$14.9K | |||
| $65.5K | ﹤0.01% | 163,455 +36,041 | +28% | +$14.5K | |||
| $65.5K | ﹤0.01% | 38,084 -17,199 | -31% | -$29.6K | |||
| $65.2K | ﹤0.01% | 140,000 +33,002 | +31% | +$15.4K | |||
| $65.2K | ﹤0.01% | 1,084 -102 | -9% | -$6.14K | |||
| $65K | ﹤0.01% | 2,339 +475 | +25% | +$13.2K | |||
| $64.6K | ﹤0.01% | 16,230 +80 | +0.5% | +$318 | |||
| $64.6K | ﹤0.01% | +2,104 | New | +$64.6K | |||
| $64.6K | ﹤0.01% | 10,025 -5,670 | -36% | -$36.5K | |||
| $64.4K | ﹤0.01% | 25,779 -106,535 | -81% | -$266K |
