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 | |
|---|---|---|---|---|---|---|---|
| $36K | ﹤0.01% | +1,108 | New | +$36K | |||
| $36K | ﹤0.01% | 2,816 +2,800 | +17,500% | +$35.8K | |||
| $35.9K | ﹤0.01% | +64,322 | New | +$35.9K | |||
| $35.9K | ﹤0.01% | 3,276 -515 | -14% | -$5.64K | |||
| $35.7K | ﹤0.01% | 50,854 -6,419 | -11% | -$4.51K | |||
| $35.7K | ﹤0.01% | 41,966 -295,940 | -88% | -$252K | |||
| $35.6K | ﹤0.01% | 1,119 +997 | +817% | +$31.7K | |||
| $35.5K | ﹤0.01% | 758 +294 | +63% | +$13.8K | |||
| $35.5K | ﹤0.01% | +27,914 | New | +$35.5K | |||
| $35.4K | ﹤0.01% | 4,007 +3,522 | +726% | +$31.1K | |||
| $35.4K | ﹤0.01% | 64,870 +26,681 | +70% | +$14.5K | |||
| $35.2K | ﹤0.01% | 11,614 | – | – | |||
| $35.2K | ﹤0.01% | 549 +166 | +43% | +$10.6K | |||
| $35.1K | ﹤0.01% | +51,013 | New | +$35.1K | |||
| $35.1K | ﹤0.01% | +21,533 | New | +$35.1K | |||
| $35K | ﹤0.01% | 20,004 +5,038 | +34% | +$8.82K | |||
| $35K | ﹤0.01% | 2,763 -2,237 | -45% | -$28.3K | |||
| $34.9K | ﹤0.01% | 1,185 +795 | +204% | +$23.4K | |||
| $34.9K | ﹤0.01% | 193,797 +163,257 | +535% | +$29.4K | |||
| $34.9K | ﹤0.01% | 1,251 -338 | -21% | -$9.42K | |||
| $34.8K | ﹤0.01% | 31,097 +3,463 | +13% | +$3.88K | |||
| $34.8K | ﹤0.01% | +1,133 | New | +$34.8K | |||
| $34.7K | ﹤0.01% | +3,000 | New | +$34.7K | |||
| $34.6K | ﹤0.01% | 3,029 +2,429 | +405% | +$27.7K | |||
| $34.5K | ﹤0.01% | 26,557 +17,272 | +186% | +$22.5K |
