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 | |
|---|---|---|---|---|---|---|---|
| $42.7K | ﹤0.01% | 25,090 -3,130 | -11% | -$5.32K | |||
| $42.5K | ﹤0.01% | 1,022 -558 | -35% | -$23.2K | |||
| $42.3K | ﹤0.01% | 564 -3,238 | -85% | -$243K | |||
| $42.3K | ﹤0.01% | +1,198 | New | +$42.3K | |||
| $42.3K | ﹤0.01% | 60,395 -158,223 | -72% | -$111K | |||
| $42.3K | ﹤0.01% | +1,297 | New | +$42.3K | |||
| $42.3K | ﹤0.01% | 24,008 +989 | +4% | +$1.74K | |||
| $42.2K | ﹤0.01% | 1,352 +917 | +211% | +$28.6K | |||
| $42.2K | ﹤0.01% | 9,035 -6,323 | -41% | -$29.5K | |||
| $42.1K | ﹤0.01% | +3,545 | New | +$42.1K | |||
| $42K | ﹤0.01% | 1,506 +1,100 | +271% | +$30.7K | |||
| $42K | ﹤0.01% | +2,320 | New | +$42K | |||
| $41.9K | ﹤0.01% | 28,154 -2,392 | -8% | -$3.56K | |||
| $41.8K | ﹤0.01% | 4,662 +862 | +23% | +$7.73K | |||
| $41.8K | ﹤0.01% | +1,997 | New | +$41.8K | |||
| $41.7K | ﹤0.01% | 4,373 +124 | +3% | +$1.18K | |||
| $41.7K | ﹤0.01% | 694 +620 | +838% | +$37.2K | |||
| $41.7K | ﹤0.01% | 94,253 +7,267 | +8% | +$3.21K | |||
| $41.5K | ﹤0.01% | 1,000 +500 | +100% | +$20.8K | |||
| $41.4K | ﹤0.01% | +849 | New | +$41.4K | |||
| $41.3K | ﹤0.01% | 13,077 +2,318 | +22% | +$7.33K | |||
| $41.2K | ﹤0.01% | +1,612 | New | +$41.2K | |||
| $41.1K | ﹤0.01% | +1,796 | New | +$41.1K | |||
| $41K | ﹤0.01% | 10,169 -1,387 | -12% | -$5.59K | |||
| $40.9K | ﹤0.01% | 329 -1,297 | -80% | -$161K |
