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 | |
|---|---|---|---|---|---|---|---|
| $37K | ﹤0.01% | 1,262 +1,159 | +1,125% | +$34K | |||
| $37K | ﹤0.01% | 1,432 +1,363 | +1,975% | +$35.2K | |||
| $37K | ﹤0.01% | 16,364 -14,275 | -47% | -$32.3K | |||
| $37K | ﹤0.01% | 5,591 -7,836 | -58% | -$51.8K | |||
| $36.8K | ﹤0.01% | 1,170 +1,161 | +12,900% | +$36.6K | |||
| $36.8K | ﹤0.01% | 1,349 +43 | +3% | +$1.17K | |||
| $36.7K | ﹤0.01% | 906 +539 | +147% | +$21.9K | |||
| $36.7K | ﹤0.01% | 1,806 +1,608 | +812% | +$32.7K | |||
| $36.7K | ﹤0.01% | 1,538 +1,358 | +754% | +$32.4K | |||
| $36.6K | ﹤0.01% | +9,899 | New | +$36.6K | |||
| $36.6K | ﹤0.01% | 5,471 +4,678 | +590% | +$31.3K | |||
| $36.6K | ﹤0.01% | 1,428 +1,256 | +730% | +$32.2K | |||
| $36.6K | ﹤0.01% | 48,745 +48,741 | +1,218,525% | +$36.6K | |||
| $36.5K | ﹤0.01% | +732 | New | +$36.5K | |||
| $36.5K | ﹤0.01% | 2,400 -3,171 | -57% | -$48.2K | |||
| $36.5K | ﹤0.01% | 551 -11,656 | -95% | -$772K | |||
| $36.4K | ﹤0.01% | 632 -14,356 | -96% | -$828K | |||
| $36.4K | ﹤0.01% | +2,095 | New | +$36.4K | |||
| $36.3K | ﹤0.01% | 7,692 +3,773 | +96% | +$17.8K | |||
| $36.2K | ﹤0.01% | 28,765 -30,846 | -52% | -$38.9K | |||
| $36.2K | ﹤0.01% | 98,284 +53,110 | +118% | +$19.5K | |||
| $36.2K | ﹤0.01% | 3,974 -2,231 | -36% | -$20.3K | |||
| $36.2K | ﹤0.01% | +347 | New | +$36.2K | |||
| $36.1K | ﹤0.01% | 15,475 -7,004 | -31% | -$16.3K | |||
| $36K | ﹤0.01% | 414 -82 | -17% | -$7.13K |
