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 | |
|---|---|---|---|---|---|---|---|
| $57.5K | ﹤0.01% | 79,662 +44,808 | +129% | +$32.4K | |||
| $57.5K | ﹤0.01% | 342,294 -132,297 | -28% | -$22.2K | |||
| $57.5K | ﹤0.01% | 34,218 -4,526 | -12% | -$7.6K | |||
| $57.4K | ﹤0.01% | +1,652 | New | +$57.4K | |||
| $57.3K | ﹤0.01% | +1,812 | New | +$57.3K | |||
| $57.3K | ﹤0.01% | 5,172 +4,190 | +427% | +$46.4K | |||
| $57.2K | ﹤0.01% | +16,836 | New | +$57.2K | |||
| $57.1K | ﹤0.01% | +2,400 | New | +$57.1K | |||
| $57.1K | ﹤0.01% | 24,456 +5,356 | +28% | +$12.5K | |||
| $57K | ﹤0.01% | 25,568 +16,419 | +179% | +$36.6K | |||
| $57K | ﹤0.01% | 1,793 +1,297 | +261% | +$41.2K | |||
| $57K | ﹤0.01% | 62,069 -83,049 | -57% | -$76.2K | |||
| $56.9K | ﹤0.01% | 15,343 -3,234 | -17% | -$12K | |||
| $56.9K | ﹤0.01% | 2,174 +2,047 | +1,612% | +$53.5K | |||
| $56.8K | ﹤0.01% | 6,295 -17,875 | -74% | -$161K | |||
| $56.8K | ﹤0.01% | 108,688 -55,488 | -34% | -$29K | |||
| $56.8K | ﹤0.01% | 5,521 +150 | +3% | +$1.54K | |||
| $56.8K | ﹤0.01% | +616 | New | +$56.8K | |||
| $56.7K | ﹤0.01% | +5,327 | New | +$56.7K | |||
| $56.7K | ﹤0.01% | 3,732 +231 | +7% | +$3.51K | |||
| $56.7K | ﹤0.01% | +985 | New | +$56.7K | |||
| $56.5K | ﹤0.01% | 1,478 +1,078 | +270% | +$41.2K | |||
| $56.5K | ﹤0.01% | 978 +203 | +26% | +$11.7K | |||
| $56.5K | ﹤0.01% | 1,893 +1,650 | +679% | +$49.2K | |||
| $56.5K | ﹤0.01% | +2,065 | New | +$56.5K |
