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 | |
|---|---|---|---|---|---|---|---|
| $44.7K | ﹤0.01% | 4,265 | – | – | |||
| $44.6K | ﹤0.01% | 35,979 +2,625 | +8% | +$3.26K | |||
| $44.6K | ﹤0.01% | 111,508 +45,395 | +69% | +$18.2K | |||
| $44.5K | ﹤0.01% | 1,667 +589 | +55% | +$15.7K | |||
| $44.4K | ﹤0.01% | +820 | New | +$44.4K | |||
| $44.4K | ﹤0.01% | +1,740 | New | +$44.4K | |||
| $44.2K | ﹤0.01% | 43,319 +17,553 | +68% | +$17.9K | |||
| $44.1K | ﹤0.01% | 10,500 +3,000 | +40% | +$12.6K | |||
| $43.9K | ﹤0.01% | 11,666 +1,008 | +9% | +$3.8K | |||
| $43.7K | ﹤0.01% | 43,310 +42,958 | +12,204% | +$43.4K | |||
| $43.7K | ﹤0.01% | 4,726 +416 | +10% | +$3.85K | |||
| $43.5K | ﹤0.01% | 16,244 +2,897 | +22% | +$7.76K | |||
| $43.5K | ﹤0.01% | +1,725 | New | +$43.5K | |||
| $43.5K | ﹤0.01% | 4,276 +1,080 | +34% | +$11K | |||
| $43.5K | ﹤0.01% | 2,684 +1,598 | +147% | +$25.9K | |||
| $43.4K | ﹤0.01% | 28,551 -23,942 | -46% | -$36.4K | |||
| $43.4K | ﹤0.01% | +1,634 | New | +$43.4K | |||
| $43.4K | ﹤0.01% | 4,406 +242 | +6% | +$2.38K | |||
| $43.3K | ﹤0.01% | 700 -2 | -0.3% | -$124 | |||
| $43.1K | ﹤0.01% | 1,392 -175 | -11% | -$5.42K | |||
| $43K | ﹤0.01% | 8,940 +4,591 | +106% | +$22.1K | |||
| $43K | ﹤0.01% | 1,891 -248 | -12% | -$5.64K | |||
| $42.8K | ﹤0.01% | 1,568 +229 | +17% | +$6.25K | |||
| $42.8K | ﹤0.01% | +5,738 | New | +$42.8K | |||
| $42.7K | ﹤0.01% | 4,150 +3,750 | +938% | +$38.6K |
