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 | |
|---|---|---|---|---|---|---|---|
| $59.9K | ﹤0.01% | 2,169 -2,148 | -50% | -$59.3K | |||
| $59.8K | ﹤0.01% | 5,887 +30 | +0.5% | +$305 | |||
| $59.6K | ﹤0.01% | 834 -209 | -20% | -$14.9K | |||
| $59.4K | ﹤0.01% | 42,760 -35,648 | -45% | -$49.6K | |||
| $59.4K | ﹤0.01% | 47,540 -53,134 | -53% | -$66.4K | |||
| $59.4K | ﹤0.01% | 110,401 -753,886 | -87% | -$406K | |||
| $59.3K | ﹤0.01% | 66,650 +32,797 | +97% | +$29.2K | |||
| $59.3K | ﹤0.01% | +8,786 | New | +$59.3K | |||
| $59.1K | ﹤0.01% | 5,202 +5,200 | +260,000% | +$59.1K | |||
| $59.1K | ﹤0.01% | 53,518 +32,416 | +154% | +$35.8K | |||
| $59K | ﹤0.01% | 1,429 +1,296 | +974% | +$53.5K | |||
| $58.8K | ﹤0.01% | 62,333 +53,931 | +642% | +$50.9K | |||
| $58.8K | ﹤0.01% | 58,758 +27,765 | +90% | +$27.8K | |||
| $58.7K | ﹤0.01% | 1,662 +176 | +12% | +$6.22K | |||
| $58.7K | ﹤0.01% | 40,881 -17,210 | -30% | -$24.7K | |||
| $58.6K | ﹤0.01% | 5,227 -596 | -10% | -$6.69K | |||
| $58.5K | ﹤0.01% | 5,615 -1,229 | -18% | -$12.8K | |||
| $58.4K | ﹤0.01% | +1,530 | New | +$58.4K | |||
| $58.3K | ﹤0.01% | 2,285 -14,299 | -86% | -$365K | |||
| $58.3K | ﹤0.01% | 2,756 -751 | -21% | -$15.9K | |||
| $58.2K | ﹤0.01% | 13,160 +1,998 | +18% | +$8.83K | |||
| $58K | ﹤0.01% | 15,353 +9,592 | +167% | +$36.3K | |||
| $57.9K | ﹤0.01% | +1,367 | New | +$57.9K | |||
| $57.6K | ﹤0.01% | +1,289 | New | +$57.6K | |||
| $57.5K | ﹤0.01% | 34,656 +34,580 | +45,500% | +$57.4K |
