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 | |
|---|---|---|---|---|---|---|---|
| $22.8K | ﹤0.01% | 575 +188 | +49% | +$7.45K | |||
| $22.7K | ﹤0.01% | 4,491 +127 | +3% | +$643 | |||
| $22.6K | ﹤0.01% | 21,775 +12,202 | +127% | +$12.7K | |||
| $22.6K | ﹤0.01% | 3,475 +2,981 | +603% | +$19.4K | |||
| $22.6K | ﹤0.01% | 14,214 +8,481 | +148% | +$13.5K | |||
| $22.6K | ﹤0.01% | 42,629 -7,752 | -15% | -$4.11K | |||
| $22.6K | ﹤0.01% | 8,687 -1,451 | -14% | -$3.77K | |||
| $22.6K | ﹤0.01% | 5,337 -2,858 | -35% | -$12.1K | |||
| $22.5K | ﹤0.01% | +11,384 | New | +$22.5K | |||
| $22.5K | ﹤0.01% | 890 | – | – | |||
| $22.5K | ﹤0.01% | 1,543 +902 | +141% | +$13.2K | |||
| $22.5K | ﹤0.01% | 10,469 +10,156 | +3,245% | +$21.8K | |||
| $22.5K | ﹤0.01% | 1,665 -500 | -23% | -$6.75K | |||
| $22.4K | ﹤0.01% | 761 +496 | +187% | +$14.6K | |||
| $22.3K | ﹤0.01% | 19,937 +9,704 | +95% | +$10.9K | |||
| $22.3K | ﹤0.01% | 741 | – | – | |||
| $22.3K | ﹤0.01% | 584 +446 | +323% | +$17K | |||
| $22.2K | ﹤0.01% | 18,075 +7,866 | +77% | +$9.68K | |||
| $22.2K | ﹤0.01% | 738 +60 | +9% | +$1.81K | |||
| $22.2K | ﹤0.01% | 24,459 -3,755 | -13% | -$3.41K | |||
| $22.2K | ﹤0.01% | 2,283 +1,380 | +153% | +$13.4K | |||
| $22.2K | ﹤0.01% | 8,830 -723 | -8% | -$1.82K | |||
| $22.1K | ﹤0.01% | 182,926 +131,052 | +253% | +$15.9K | |||
| $22.1K | ﹤0.01% | 22,117 +20,145 | +1,022% | +$20.1K | |||
| $22.1K | ﹤0.01% | 46,551 -60,966 | -57% | -$29K |
