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 | |
|---|---|---|---|---|---|---|---|
| $48.4K | ﹤0.01% | 1,976 +1,722 | +678% | +$42.2K | |||
| $48.4K | ﹤0.01% | +11,410 | New | +$48.4K | |||
| $48.3K | ﹤0.01% | 64,039 -139,190 | -68% | -$105K | |||
| $48.2K | ﹤0.01% | 52,978 +16,803 | +46% | +$15.3K | |||
| $48.2K | ﹤0.01% | +2,752 | New | +$48.2K | |||
| $48.2K | ﹤0.01% | 30,486 -106,181 | -78% | -$168K | |||
| $48.1K | ﹤0.01% | +1,836 | New | +$48.1K | |||
| $48.1K | ﹤0.01% | 34,269 +22,253 | +185% | +$31.3K | |||
| $48.1K | ﹤0.01% | 1,411 +1,330 | +1,642% | +$45.4K | |||
| $48.1K | ﹤0.01% | 3,049 -16 | -0.5% | -$252 | |||
| $48K | ﹤0.01% | 4,650 | – | – | |||
| $47.9K | ﹤0.01% | 37,684 -132,275 | -78% | -$168K | |||
| $47.7K | ﹤0.01% | +930 | New | +$47.7K | |||
| $47.7K | ﹤0.01% | 20,542 -5,045 | -20% | -$11.7K | |||
| $47.4K | ﹤0.01% | 83,178 -24,171 | -23% | -$13.8K | |||
| $47.3K | ﹤0.01% | 4,300 | – | – | |||
| $47.3K | ﹤0.01% | 41,109 +30,611 | +292% | +$35.2K | |||
| $47.1K | ﹤0.01% | 52,094 +34,288 | +193% | +$31K | |||
| $47K | ﹤0.01% | 2,012 +1,281 | +175% | +$29.9K | |||
| $46.9K | ﹤0.01% | 4,390 +3,589 | +448% | +$38.4K | |||
| $46.8K | ﹤0.01% | 14,068 -89,777 | -86% | -$299K | |||
| $46.8K | ﹤0.01% | 15,664 -6,793 | -30% | -$20.3K | |||
| $46.6K | ﹤0.01% | +713 | New | +$46.6K | |||
| $46.5K | ﹤0.01% | 5,970 -63,830 | -91% | -$497K | |||
| $46.3K | ﹤0.01% | 8,582 +4,363 | +103% | +$23.6K |
