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 | |
|---|---|---|---|---|---|---|---|
| $52.9K | ﹤0.01% | 62,281 +48,264 | +344% | +$41K | |||
| $52.8K | ﹤0.01% | 988 +942 | +2,048% | +$50.4K | |||
| $52.8K | ﹤0.01% | 24,334 +8,334 | +52% | +$18.1K | |||
| $52.7K | ﹤0.01% | +2,227 | New | +$52.7K | |||
| $52.7K | ﹤0.01% | 1,502 +1,488 | +10,629% | +$52.2K | |||
| $52.7K | ﹤0.01% | 10,772 -37,537 | -78% | -$184K | |||
| $52.7K | ﹤0.01% | 38,715 -8,750 | -18% | -$11.9K | |||
| $52.6K | ﹤0.01% | 3,430 -7,757 | -69% | -$119K | |||
| $52.6K | ﹤0.01% | 173,528 +134,802 | +348% | +$40.8K | |||
| $52.4K | ﹤0.01% | 24,929 -9,220 | -27% | -$19.4K | |||
| $52.3K | ﹤0.01% | +5,200 | New | +$52.3K | |||
| $52.3K | ﹤0.01% | 131,027 +104,073 | +386% | +$41.5K | |||
| $52.3K | ﹤0.01% | 4,866 +4,540 | +1,393% | +$48.8K | |||
| $52.2K | ﹤0.01% | +2,870 | New | +$52.2K | |||
| $52.1K | ﹤0.01% | 1,316 +183 | +16% | +$7.25K | |||
| $52.1K | ﹤0.01% | 15,544 +11,790 | +314% | +$39.5K | |||
| $52K | ﹤0.01% | 1,651 -4,979 | -75% | -$157K | |||
| $51.9K | ﹤0.01% | 10,245 +10,153 | +11,036% | +$51.5K | |||
| $51.7K | ﹤0.01% | 878 +214 | +32% | +$12.6K | |||
| $51.7K | ﹤0.01% | 3,004 | – | – | |||
| $51.7K | ﹤0.01% | 3,216 +3,206 | +32,060% | +$51.6K | |||
| $51.7K | ﹤0.01% | 3,032 +2,584 | +577% | +$44K | |||
| $51.6K | ﹤0.01% | 8,068 +1,960 | +32% | +$12.5K | |||
| $51.6K | ﹤0.01% | +4,019 | New | +$51.6K | |||
| $51.5K | ﹤0.01% | 6,331 -4,333 | -41% | -$35.3K |
