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 | |
|---|---|---|---|---|---|---|---|
| $33K | ﹤0.01% | 1,153 +867 | +303% | +$24.8K | |||
| $32.9K | ﹤0.01% | 14,323 +13,532 | +1,711% | +$31.1K | |||
| $32.9K | ﹤0.01% | 7,172 +6,495 | +959% | +$29.8K | |||
| $32.9K | ﹤0.01% | +49,376 | New | +$32.9K | |||
| $32.9K | ﹤0.01% | 1,297 +1,174 | +954% | +$29.8K | |||
| $32.6K | ﹤0.01% | 23,978 -40,440 | -63% | -$55K | |||
| $32.5K | ﹤0.01% | 4,261 +470 | +12% | +$3.59K | |||
| $32.5K | ﹤0.01% | 13,001 +3,334 | +34% | +$8.34K | |||
| $32.5K | ﹤0.01% | +1,877 | New | +$32.5K | |||
| $32.4K | ﹤0.01% | +2,900 | New | +$32.4K | |||
| $32.3K | ﹤0.01% | 20,076 -354,951 | -95% | -$571K | |||
| $32.2K | ﹤0.01% | 1,013 +426 | +73% | +$13.6K | |||
| $32.2K | ﹤0.01% | 2,777 +2,684 | +2,886% | +$31.1K | |||
| $32.2K | ﹤0.01% | 189,258 +150,256 | +385% | +$25.5K | |||
| $32.2K | ﹤0.01% | 2,108 +1,340 | +174% | +$20.4K | |||
| $32.1K | ﹤0.01% | +1,276 | New | +$32.1K | |||
| $32K | ﹤0.01% | 64,714 +41,529 | +179% | +$20.5K | |||
| $31.9K | ﹤0.01% | 9,420 +5,989 | +175% | +$20.3K | |||
| $31.8K | ﹤0.01% | 3,126 -789 | -20% | -$8.03K | |||
| $31.8K | ﹤0.01% | 32,255 +16,952 | +111% | +$16.7K | |||
| $31.8K | ﹤0.01% | 3,814 +1,047 | +38% | +$8.72K | |||
| $31.8K | ﹤0.01% | +33,437 | New | +$31.8K | |||
| $31.7K | ﹤0.01% | 5,088 -1,099 | -18% | -$6.86K | |||
| $31.7K | ﹤0.01% | 1,266 -7,164 | -85% | -$179K | |||
| $31.6K | ﹤0.01% | 34,022 -2,999 | -8% | -$2.79K |
