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 | |
|---|---|---|---|---|---|---|---|
| $23.7K | ﹤0.01% | 614 +190 | +45% | +$7.35K | |||
| $23.7K | ﹤0.01% | 18,383 -209 | -1% | -$270 | |||
| $23.7K | ﹤0.01% | 6,600 -16,632 | -72% | -$59.7K | |||
| $23.6K | ﹤0.01% | 726 -10 | -1% | -$325 | |||
| $23.6K | ﹤0.01% | 32,741 +4,493 | +16% | +$3.24K | |||
| $23.6K | ﹤0.01% | 753 +549 | +269% | +$17.2K | |||
| $23.6K | ﹤0.01% | 7,906 -2,928 | -27% | -$8.73K | |||
| $23.5K | ﹤0.01% | 681 -979 | -59% | -$33.8K | |||
| $23.5K | ﹤0.01% | +21,172 | New | +$23.5K | |||
| $23.4K | ﹤0.01% | 18,745 -3,267 | -15% | -$4.08K | |||
| $23.4K | ﹤0.01% | 56,506 -12,046 | -18% | -$4.99K | |||
| $23.4K | ﹤0.01% | 1,769 -769 | -30% | -$10.2K | |||
| $23.3K | ﹤0.01% | +31,030 | New | +$23.3K | |||
| $23.3K | ﹤0.01% | 9,737 +6,748 | +226% | +$16.1K | |||
| $23.3K | ﹤0.01% | 27,036 -8,826 | -25% | -$7.59K | |||
| $23.2K | ﹤0.01% | 5,882 -1,818 | -24% | -$7.18K | |||
| $23.2K | ﹤0.01% | 158,913 -32,970 | -17% | -$4.81K | |||
| $23.1K | ﹤0.01% | 711 +621 | +690% | +$20.2K | |||
| $23K | ﹤0.01% | 10,974 +1,291 | +13% | +$2.71K | |||
| $23K | ﹤0.01% | 21,711 +10,737 | +98% | +$11.4K | |||
| $23K | ﹤0.01% | +34,393 | New | +$23K | |||
| $22.9K | ﹤0.01% | +2,242 | New | +$22.9K | |||
| $22.9K | ﹤0.01% | 2,916 +2,016 | +224% | +$15.8K | |||
| $22.8K | ﹤0.01% | 11,121 -3,338 | -23% | -$6.84K | |||
| $22.8K | ﹤0.01% | 6,261 +6,142 | +5,161% | +$22.4K |
