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 | |
|---|---|---|---|---|---|---|---|
| $51.5K | ﹤0.01% | 5,942 +897 | +18% | +$7.78K | |||
| $51.4K | ﹤0.01% | 1,789 +1,788 | +178,800% | +$51.3K | |||
| $51.3K | ﹤0.01% | 1,650 +1,085 | +192% | +$33.8K | |||
| $51.3K | ﹤0.01% | 58,705 +4,279 | +8% | +$3.74K | |||
| $51.3K | ﹤0.01% | 21,367 +2,049 | +11% | +$4.92K | |||
| $51.1K | ﹤0.01% | +5,125 | New | +$51.1K | |||
| $51K | ﹤0.01% | 1,857 +1,809 | +3,769% | +$49.7K | |||
| $50.8K | ﹤0.01% | 4,984 -3,375 | -40% | -$34.4K | |||
| $50.7K | ﹤0.01% | 1,964 +1,939 | +7,756% | +$50.1K | |||
| $50.6K | ﹤0.01% | 26,783 -112,887 | -81% | -$213K | |||
| $50.5K | ﹤0.01% | 9,389 +2,749 | +41% | +$14.8K | |||
| $50.4K | ﹤0.01% | 213,493 +211,329 | +9,766% | +$49.9K | |||
| $50.4K | ﹤0.01% | 677 +383 | +130% | +$28.5K | |||
| $50.3K | ﹤0.01% | 965 -366 | -28% | -$19.1K | |||
| $50.3K | ﹤0.01% | 1,052 +1,035 | +6,088% | +$49.5K | |||
| $50.3K | ﹤0.01% | +1,925 | New | +$50.3K | |||
| $50.2K | ﹤0.01% | 351,363 +221,082 | +170% | +$31.6K | |||
| $50.1K | ﹤0.01% | 22,774 +20,263 | +807% | +$44.6K | |||
| $50K | ﹤0.01% | 4,193 -806 | -16% | -$9.62K | |||
| $50K | ﹤0.01% | 4,100 +3,275 | +397% | +$40K | |||
| $50K | ﹤0.01% | 4,441 -11,044 | -71% | -$124K | |||
| $50K | ﹤0.01% | 35,465 -60,294 | -63% | -$85K | |||
| $49.9K | ﹤0.01% | 1,805 +1,327 | +278% | +$36.7K | |||
| $49.9K | ﹤0.01% | 2,019 +1,929 | +2,143% | +$47.7K | |||
| $49.8K | ﹤0.01% | 15,416 -9,510 | -38% | -$30.7K |
