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 | |
|---|---|---|---|---|---|---|---|
| $46.3K | ﹤0.01% | 4,499 +2,499 | +125% | +$25.7K | |||
| $46.3K | ﹤0.01% | 49,745 +24,940 | +101% | +$23.2K | |||
| $46.2K | ﹤0.01% | +3,849 | New | +$46.2K | |||
| $46.2K | ﹤0.01% | 83,518 +53,974 | +183% | +$29.8K | |||
| $46.2K | ﹤0.01% | 1,960 +1,304 | +199% | +$30.7K | |||
| $46.1K | ﹤0.01% | 6,945 -2,670 | -28% | -$17.7K | |||
| $46.1K | ﹤0.01% | 953 +853 | +853% | +$41.3K | |||
| $45.9K | ﹤0.01% | 4,181 +3,181 | +318% | +$35K | |||
| $45.9K | ﹤0.01% | 2,718 -1,216 | -31% | -$20.6K | |||
| $45.9K | ﹤0.01% | 6,198 +53 | +0.9% | +$392 | |||
| $45.8K | ﹤0.01% | 1,596 -32 | -2% | -$919 | |||
| $45.8K | ﹤0.01% | 3,511 +185 | +6% | +$2.41K | |||
| $45.5K | ﹤0.01% | 13,620 +9,914 | +268% | +$33.1K | |||
| $45.3K | ﹤0.01% | +8,934 | New | +$45.3K | |||
| $45.3K | ﹤0.01% | 1,367 +871 | +176% | +$28.8K | |||
| $45.2K | ﹤0.01% | 796 -195 | -20% | -$11.1K | |||
| $45.2K | ﹤0.01% | 21,028 -2,454 | -10% | -$5.28K | |||
| $45.1K | ﹤0.01% | 872 +259 | +42% | +$13.4K | |||
| $45.1K | ﹤0.01% | 46,328 -67,048 | -59% | -$65.2K | |||
| $45.1K | ﹤0.01% | 5,537 -5,748 | -51% | -$46.8K | |||
| $45K | ﹤0.01% | 24,567 -97,232 | -80% | -$178K | |||
| $44.9K | ﹤0.01% | +3,037 | New | +$44.9K | |||
| $44.9K | ﹤0.01% | 810 +716 | +762% | +$39.7K | |||
| $44.9K | ﹤0.01% | 13,004 +12,620 | +3,286% | +$43.5K | |||
| $44.7K | ﹤0.01% | 1,039 +571 | +122% | +$24.6K |
