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 | |
|---|---|---|---|---|---|---|---|
| $62.1K | ﹤0.01% | 24,074 +1,866 | +8% | +$4.81K | |||
| $62.1K | ﹤0.01% | 6,787 -36,578 | -84% | -$335K | |||
| $62K | ﹤0.01% | +2,328 | New | +$62K | |||
| $61.8K | ﹤0.01% | +4,226 | New | +$61.8K | |||
| $61.8K | ﹤0.01% | 1,337 -26 | -2% | -$1.2K | |||
| $61.7K | ﹤0.01% | 1,985 +1,080 | +119% | +$33.6K | |||
| $61.7K | ﹤0.01% | 15,125 -15,472 | -51% | -$63.1K | |||
| $61.7K | ﹤0.01% | 30,221 +2,333 | +8% | +$4.76K | |||
| $61.5K | ﹤0.01% | 725 -546 | -43% | -$46.3K | |||
| $61.4K | ﹤0.01% | +1,908 | New | +$61.4K | |||
| $61.4K | ﹤0.01% | 2,269 +1,269 | +127% | +$34.3K | |||
| $61.3K | ﹤0.01% | +5,565 | New | +$61.3K | |||
| $61.2K | ﹤0.01% | 23,025 +12,242 | +114% | +$32.6K | |||
| $61.2K | ﹤0.01% | 1,034 +948 | +1,102% | +$56.1K | |||
| $61.2K | ﹤0.01% | 3,651 -79 | -2% | -$1.32K | |||
| $61.2K | ﹤0.01% | 2,574 -1,816 | -41% | -$43.2K | |||
| $60.8K | ﹤0.01% | 635 -1,899 | -75% | -$182K | |||
| $60.7K | ﹤0.01% | 5,989 +3,994 | +200% | +$40.5K | |||
| $60.6K | ﹤0.01% | 4,000 -14,000 | -78% | -$212K | |||
| $60.6K | ﹤0.01% | 5,835 +1,002 | +21% | +$10.4K | |||
| $60.6K | ﹤0.01% | 6,210 +1,117 | +22% | +$10.9K | |||
| $60.5K | ﹤0.01% | 37,319 +5,719 | +18% | +$9.27K | |||
| $60.4K | ﹤0.01% | 642,570 +592,419 | +1,181% | +$55.7K | |||
| $60.3K | ﹤0.01% | 2,021 +413 | +26% | +$12.3K | |||
| $60.1K | ﹤0.01% | 2,528 +84 | +3% | +$2K |
