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 | |
|---|---|---|---|---|---|---|---|
| $40K | ﹤0.01% | 1,334 -2,375 | -64% | -$71.2K | |||
| $39.9K | ﹤0.01% | 50,104 +5,109 | +11% | +$4.07K | |||
| $39.9K | ﹤0.01% | +1,191 | New | +$39.9K | |||
| $39.7K | ﹤0.01% | +832 | New | +$39.7K | |||
| $39.6K | ﹤0.01% | +19,819 | New | +$39.6K | |||
| $39.6K | ﹤0.01% | 25,737 +17,445 | +210% | +$26.9K | |||
| $39.6K | ﹤0.01% | +1,045 | New | +$39.6K | |||
| $39.6K | ﹤0.01% | 2,360 +1,446 | +158% | +$24.2K | |||
| $39.3K | ﹤0.01% | 1,933 +1,806 | +1,422% | +$36.8K | |||
| $39.2K | ﹤0.01% | 39,964 +7,273 | +22% | +$7.14K | |||
| $39.2K | ﹤0.01% | 39,476 -22,714 | -37% | -$22.5K | |||
| $39.1K | ﹤0.01% | 12,007 -3,792 | -24% | -$12.4K | |||
| $39.1K | ﹤0.01% | 25,915 -4,365 | -14% | -$6.59K | |||
| $39.1K | ﹤0.01% | 144,789 -70,351 | -33% | -$19K | |||
| $39K | ﹤0.01% | 1,770 +1,426 | +415% | +$31.4K | |||
| $38.9K | ﹤0.01% | +2,961 | New | +$38.9K | |||
| $38.8K | ﹤0.01% | 3,230 +1,359 | +73% | +$16.3K | |||
| $38.8K | ﹤0.01% | 1,546 +725 | +88% | +$18.2K | |||
| $38.8K | ﹤0.01% | 2,869 +2,786 | +3,357% | +$37.7K | |||
| $38.8K | ﹤0.01% | 191,922 -5,476 | -3% | -$1.11K | |||
| $38.8K | ﹤0.01% | 236,283 +235,826 | +51,603% | +$38.7K | |||
| $38.7K | ﹤0.01% | +1,301 | New | +$38.7K | |||
| $38.7K | ﹤0.01% | 81,962 +67,602 | +471% | +$31.9K | |||
| $38.7K | ﹤0.01% | 1,260 +561 | +80% | +$17.2K | |||
| $38.5K | ﹤0.01% | 742 +243 | +49% | +$12.6K |
