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 | |
|---|---|---|---|---|---|---|---|
| $54.7K | ﹤0.01% | 434,226 +9,261 | +2% | +$1.17K | |||
| $54.7K | ﹤0.01% | 1,431 +129 | +10% | +$4.93K | |||
| $54.6K | ﹤0.01% | 7,618 -5,987 | -44% | -$42.9K | |||
| $54.6K | ﹤0.01% | 53,020 +26,366 | +99% | +$27.2K | |||
| $54.5K | ﹤0.01% | 2,556 +2,287 | +850% | +$48.8K | |||
| $54.5K | ﹤0.01% | 90,144 -5,621 | -6% | -$3.4K | |||
| $54.5K | ﹤0.01% | 33,867 +20,163 | +147% | +$32.5K | |||
| $54.5K | ﹤0.01% | 1,780 +1,743 | +4,711% | +$53.3K | |||
| $54.4K | ﹤0.01% | 45,333 +7,096 | +19% | +$8.52K | |||
| $54.4K | ﹤0.01% | 12,196 -112 | -0.9% | -$500 | |||
| $54.4K | ﹤0.01% | +2,478 | New | +$54.4K | |||
| $54.4K | ﹤0.01% | +2,004 | New | +$54.4K | |||
| $54.3K | ﹤0.01% | 2,139 -2,735 | -56% | -$69.4K | |||
| $54.3K | ﹤0.01% | +6,854 | New | +$54.3K | |||
| $54K | ﹤0.01% | 2,300 | – | – | |||
| $53.7K | ﹤0.01% | 63,234 +32,509 | +106% | +$27.6K | |||
| $53.7K | ﹤0.01% | 33,326 +6,645 | +25% | +$10.7K | |||
| $53.6K | ﹤0.01% | 34,151 -183,312 | -84% | -$288K | |||
| $53.4K | ﹤0.01% | +7,557 | New | +$53.4K | |||
| $53.3K | ﹤0.01% | 1,330 +1,324 | +22,067% | +$53.1K | |||
| $53.1K | ﹤0.01% | 2,458 +1,956 | +390% | +$42.3K | |||
| $53.1K | ﹤0.01% | 4,916 | – | – | |||
| $53.1K | ﹤0.01% | +2,406 | New | +$53.1K | |||
| $53K | ﹤0.01% | 153,319 +150,653 | +5,651% | +$52.1K | |||
| $52.9K | ﹤0.01% | 36,770 -30,636 | -45% | -$44.1K |
