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 | |
|---|---|---|---|---|---|---|---|
| $28.3K | ﹤0.01% | 13,413 +11,122 | +485% | +$23.5K | |||
| $28.3K | ﹤0.01% | 9,859 -108,790 | -92% | -$312K | |||
| $28.3K | ﹤0.01% | +1,115 | New | +$28.3K | |||
| $28.2K | ﹤0.01% | 532 | – | – | |||
| $28.2K | ﹤0.01% | 40,009 -49,414 | -55% | -$34.8K | |||
| $28.2K | ﹤0.01% | 133,466 -334 | -0.3% | -$70 | |||
| $28.1K | ﹤0.01% | 45,977 +40,920 | +809% | +$25K | |||
| $28.1K | ﹤0.01% | 4,110 -2,737 | -40% | -$18.7K | |||
| $28.1K | ﹤0.01% | 183,554 +77,169 | +73% | +$11.8K | |||
| $28.1K | ﹤0.01% | 122,072 +118,646 | +3,463% | +$27.3K | |||
| $28.1K | ﹤0.01% | 2,411 +2,285 | +1,813% | +$26.6K | |||
| $28K | ﹤0.01% | 562 +553 | +6,144% | +$27.6K | |||
| $27.9K | ﹤0.01% | 3,447 -2,110 | -38% | -$17.1K | |||
| $27.9K | ﹤0.01% | 15,941 -24,547 | -61% | -$43K | |||
| $27.8K | ﹤0.01% | 771 +634 | +463% | +$22.9K | |||
| $27.8K | ﹤0.01% | 42,623 -109,326 | -72% | -$71.4K | |||
| $27.8K | ﹤0.01% | 57,975 +50,449 | +670% | +$24.2K | |||
| $27.8K | ﹤0.01% | 3,582 -245 | -6% | -$1.9K | |||
| $27.8K | ﹤0.01% | 6,705 -763 | -10% | -$3.16K | |||
| $27.7K | ﹤0.01% | 2,528 +2,249 | +806% | +$24.7K | |||
| $27.7K | ﹤0.01% | 1,222 -65 | -5% | -$1.47K | |||
| $27.6K | ﹤0.01% | 7,186 -33,033 | -82% | -$127K | |||
| $27.6K | ﹤0.01% | 1,144 -2,268 | -66% | -$54.7K | |||
| $27.6K | ﹤0.01% | 964 +837 | +659% | +$23.9K | |||
| $27.5K | ﹤0.01% | 104,476 +72,966 | +232% | +$19.2K |
