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 | |
|---|---|---|---|---|---|---|---|
| $38.4K | ﹤0.01% | 236,932 +85,515 | +56% | +$13.9K | |||
| $38.2K | ﹤0.01% | 861 +156 | +22% | +$6.93K | |||
| $38.2K | ﹤0.01% | 2,700 +2,250 | +500% | +$31.8K | |||
| $38.1K | ﹤0.01% | +1,239 | New | +$38.1K | |||
| $38.1K | ﹤0.01% | 1,118 -6,188 | -85% | -$211K | |||
| $38.1K | ﹤0.01% | 2,364 +2,349 | +15,660% | +$37.9K | |||
| $38K | ﹤0.01% | 41,034 -24,133 | -37% | -$22.4K | |||
| $38K | ﹤0.01% | 17,748 +17,747 | +1,774,700% | +$38K | |||
| $38K | ﹤0.01% | 19,885 +19,017 | +2,191% | +$36.3K | |||
| $37.9K | ﹤0.01% | 9,501 +7,739 | +439% | +$30.9K | |||
| $37.8K | ﹤0.01% | 20,194 -19,627 | -49% | -$36.7K | |||
| $37.8K | ﹤0.01% | 1,822 +634 | +53% | +$13.1K | |||
| $37.7K | ﹤0.01% | 3,390 -2,069 | -38% | -$23K | |||
| $37.6K | ﹤0.01% | 6,809 +6,787 | +30,850% | +$37.5K | |||
| $37.6K | ﹤0.01% | 1,167 | – | – | |||
| $37.5K | ﹤0.01% | 3,657 +40 | +1% | +$410 | |||
| $37.5K | ﹤0.01% | 30,968 +5,008 | +19% | +$6.06K | |||
| $37.4K | ﹤0.01% | 1,497 -33 | -2% | -$825 | |||
| $37.3K | ﹤0.01% | 16,977 -797 | -4% | -$1.75K | |||
| $37.3K | ﹤0.01% | 13,000 +2,759 | +27% | +$7.92K | |||
| $37.3K | ﹤0.01% | 23,608 -72,006 | -75% | -$114K | |||
| $37.3K | ﹤0.01% | 34,853 -3,632 | -9% | -$3.89K | |||
| $37.2K | ﹤0.01% | 10,884 +2,076 | +24% | +$7.1K | |||
| $37.2K | ﹤0.01% | +364 | New | +$37.2K | |||
| $37.1K | ﹤0.01% | +5,164 | New | +$37.1K |
