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 | |
|---|---|---|---|---|---|---|---|
| $64.3K | ﹤0.01% | 2,001 +957 | +92% | +$30.7K | |||
| $64.1K | ﹤0.01% | 1,857 +1,711 | +1,172% | +$59.1K | |||
| $64K | ﹤0.01% | 56,618 +34,241 | +153% | +$38.7K | |||
| $63.9K | ﹤0.01% | 4,491 +2,149 | +92% | +$30.6K | |||
| $63.8K | ﹤0.01% | 22,091 -10,302 | -32% | -$29.8K | |||
| $63.8K | ﹤0.01% | +1,609 | New | +$63.8K | |||
| $63.7K | ﹤0.01% | 52,244 +464 | +0.9% | +$566 | |||
| $63.7K | ﹤0.01% | 7,489 -3,811 | -34% | -$32.4K | |||
| $63.4K | ﹤0.01% | 19,446 -17,347 | -47% | -$56.6K | |||
| $63.3K | ﹤0.01% | 35,567 -23,607 | -40% | -$42K | |||
| $63.1K | ﹤0.01% | 2,039 +424 | +26% | +$13.1K | |||
| $63K | ﹤0.01% | 39,400 +15,187 | +63% | +$24.3K | |||
| $63K | ﹤0.01% | +5,026 | New | +$63K | |||
| $62.9K | ﹤0.01% | 35,736 -5,411 | -13% | -$9.52K | |||
| $62.7K | ﹤0.01% | 125,990 +79,373 | +170% | +$39.5K | |||
| $62.7K | ﹤0.01% | 7,276 +1,793 | +33% | +$15.5K | |||
| $62.7K | ﹤0.01% | 7,370 +1,286 | +21% | +$10.9K | |||
| $62.7K | ﹤0.01% | +1,300 | New | +$62.7K | |||
| $62.6K | ﹤0.01% | 21,214 -21,412 | -50% | -$63.2K | |||
| $62.6K | ﹤0.01% | 15,999 -16,104 | -50% | -$63K | |||
| $62.5K | ﹤0.01% | 17,398 +1,792 | +11% | +$6.43K | |||
| $62.3K | ﹤0.01% | 17,909 -2,258 | -11% | -$7.86K | |||
| $62.3K | ﹤0.01% | 79,714 +49,993 | +168% | +$39K | |||
| $62.2K | ﹤0.01% | 21,239 -9,880 | -32% | -$28.9K | |||
| $62.1K | ﹤0.01% | 41,136 +40,062 | +3,730% | +$60.5K |
