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 | |
|---|---|---|---|---|---|---|---|
| $27.5K | ﹤0.01% | 925 -1,133 | -55% | -$33.6K | |||
| $27.4K | ﹤0.01% | 36,988 +21,382 | +137% | +$15.8K | |||
| $27.3K | ﹤0.01% | 3,319 -1,689 | -34% | -$13.9K | |||
| $27.3K | ﹤0.01% | 2,241 +1,810 | +420% | +$22.1K | |||
| $27.3K | ﹤0.01% | 2,044 -584 | -22% | -$7.8K | |||
| $27.3K | ﹤0.01% | 56,695 +52,752 | +1,338% | +$25.4K | |||
| $27.3K | ﹤0.01% | 1,500 | – | – | |||
| $27.2K | ﹤0.01% | 20,000 -7,700 | -28% | -$10.5K | |||
| $27.2K | ﹤0.01% | 24,723 +18,460 | +295% | +$20.3K | |||
| $27.2K | ﹤0.01% | 1,072 +445 | +71% | +$11.3K | |||
| $27.1K | ﹤0.01% | 15,965 +9,374 | +142% | +$15.9K | |||
| $27.1K | ﹤0.01% | +1,150 | New | +$27.1K | |||
| $27K | ﹤0.01% | +1,086 | New | +$27K | |||
| $26.9K | ﹤0.01% | 61,672 -9,844 | -14% | -$4.29K | |||
| $26.9K | ﹤0.01% | +813 | New | +$26.9K | |||
| $26.8K | ﹤0.01% | 1,378 | – | – | |||
| $26.7K | ﹤0.01% | +825 | New | +$26.7K | |||
| $26.7K | ﹤0.01% | 1,827 +1,819 | +22,738% | +$26.6K | |||
| $26.7K | ﹤0.01% | 1,474 +1,466 | +18,325% | +$26.5K | |||
| $26.6K | ﹤0.01% | 1,028 +332 | +48% | +$8.61K | |||
| $26.6K | ﹤0.01% | 13,221 +9,059 | +218% | +$18.2K | |||
| $26.5K | ﹤0.01% | 4,328 -1,913 | -31% | -$11.7K | |||
| $26.5K | ﹤0.01% | 7,773 -28,984 | -79% | -$98.8K | |||
| $26.4K | ﹤0.01% | 7,947 -30,606 | -79% | -$102K | |||
| $26.3K | ﹤0.01% | +813 | New | +$26.3K |
