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 | |
|---|---|---|---|---|---|---|---|
| $40.9K | ﹤0.01% | 1,702 +1,406 | +475% | +$33.8K | |||
| $40.8K | ﹤0.01% | 1,704 +333 | +24% | +$7.98K | |||
| $40.8K | ﹤0.01% | 2,246 -12,471 | -85% | -$227K | |||
| $40.8K | ﹤0.01% | 7,228 +5,215 | +259% | +$29.4K | |||
| $40.8K | ﹤0.01% | +9,220 | New | +$40.8K | |||
| $40.7K | ﹤0.01% | 1,276 +986 | +340% | +$31.5K | |||
| $40.7K | ﹤0.01% | 2,074 -2,426 | -54% | -$47.6K | |||
| $40.7K | ﹤0.01% | 3,970 +3,810 | +2,381% | +$39K | |||
| $40.6K | ﹤0.01% | 1,778 +314 | +21% | +$7.17K | |||
| $40.5K | ﹤0.01% | 2,126 -807 | -28% | -$15.4K | |||
| $40.4K | ﹤0.01% | 3,966 +200 | +5% | +$2.04K | |||
| $40.4K | ﹤0.01% | 15,722 +3,289 | +26% | +$8.45K | |||
| $40.4K | ﹤0.01% | 14,320 -12,277 | -46% | -$34.6K | |||
| $40.4K | ﹤0.01% | 3,996 +3,896 | +3,896% | +$39.4K | |||
| $40.3K | ﹤0.01% | +5,078 | New | +$40.3K | |||
| $40.3K | ﹤0.01% | 3,931 | – | – | |||
| $40.2K | ﹤0.01% | 14,932 -8,556 | -36% | -$23.1K | |||
| $40.2K | ﹤0.01% | 248,020 +39,189 | +19% | +$6.35K | |||
| $40.1K | ﹤0.01% | +1,644 | New | +$40.1K | |||
| $40.1K | ﹤0.01% | 1,201 -589 | -33% | -$19.7K | |||
| $40.1K | ﹤0.01% | 72,692 -9,183 | -11% | -$5.06K | |||
| $40.1K | ﹤0.01% | 548 -974 | -64% | -$71.2K | |||
| $40.1K | ﹤0.01% | 1,420 +1,099 | +342% | +$31K | |||
| $40K | ﹤0.01% | +866 | New | +$40K | |||
| $40K | ﹤0.01% | 1,909 -1,463 | -43% | -$30.7K |
