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 | |
|---|---|---|---|---|---|---|---|
| $25.4K | ﹤0.01% | 1,881 +1,402 | +293% | +$18.9K | |||
| $25.3K | ﹤0.01% | +3,300 | New | +$25.3K | |||
| $25.3K | ﹤0.01% | 24,301 +16,066 | +195% | +$16.7K | |||
| $25.2K | ﹤0.01% | +661 | New | +$25.2K | |||
| $25.2K | ﹤0.01% | 1,026 +927 | +936% | +$22.8K | |||
| $25.2K | ﹤0.01% | 9,512 +4,311 | +83% | +$11.4K | |||
| $25.2K | ﹤0.01% | +1,245 | New | +$25.2K | |||
| $25.2K | ﹤0.01% | 5,378 +5,294 | +6,302% | +$24.8K | |||
| $25.2K | ﹤0.01% | +2,516 | New | +$25.2K | |||
| $25.1K | ﹤0.01% | 2,456 | – | – | |||
| $25.1K | ﹤0.01% | +1,173 | New | +$25.1K | |||
| $25.1K | ﹤0.01% | +2,500 | New | +$25.1K | |||
| $25.1K | ﹤0.01% | 2,240 -1,437 | -39% | -$16.1K | |||
| $25K | ﹤0.01% | +954 | New | +$25K | |||
| $25K | ﹤0.01% | +1,067 | New | +$25K | |||
| $25K | ﹤0.01% | 2,201 +1,973 | +865% | +$22.4K | |||
| $25K | ﹤0.01% | 68,583 +2,816 | +4% | +$1.03K | |||
| $24.9K | ﹤0.01% | 672 +663 | +7,367% | +$24.6K | |||
| $24.9K | ﹤0.01% | 18,832 +11,785 | +167% | +$15.6K | |||
| $24.8K | ﹤0.01% | 3,492 -727 | -17% | -$5.17K | |||
| $24.8K | ﹤0.01% | 7,407 -197 | -3% | -$660 | |||
| $24.8K | ﹤0.01% | +840 | New | +$24.8K | |||
| $24.8K | ﹤0.01% | 49,888 +47,558 | +2,041% | +$23.6K | |||
| $24.8K | ﹤0.01% | 374 +373 | +37,300% | +$24.7K | |||
| $24.8K | ﹤0.01% | 895 -107 | -11% | -$2.96K |
