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 | |
|---|---|---|---|---|---|---|---|
| $22.1K | ﹤0.01% | 581 +576 | +11,520% | +$21.9K | |||
| $22.1K | ﹤0.01% | 3,297 -4,313 | -57% | -$28.9K | |||
| $22.1K | ﹤0.01% | 23,717 +11,621 | +96% | +$10.8K | |||
| $22.1K | ﹤0.01% | 465 -177 | -28% | -$8.4K | |||
| $22.1K | ﹤0.01% | 600 -5,747 | -91% | -$211K | |||
| $22.1K | ﹤0.01% | 2,052 +118 | +6% | +$1.27K | |||
| $22.1K | ﹤0.01% | 5,023 -144 | -3% | -$632 | |||
| $22K | ﹤0.01% | 12,645 -72,463 | -85% | -$126K | |||
| $22K | ﹤0.01% | 21,136 -28,388 | -57% | -$29.5K | |||
| $22K | ﹤0.01% | +5,648 | New | +$22K | |||
| $21.9K | ﹤0.01% | 783 | – | – | |||
| $21.9K | ﹤0.01% | +698 | New | +$21.9K | |||
| $21.9K | ﹤0.01% | +858 | New | +$21.9K | |||
| $21.8K | ﹤0.01% | 8,984 -18,074 | -67% | -$43.9K | |||
| $21.8K | ﹤0.01% | +834 | New | +$21.8K | |||
| $21.8K | ﹤0.01% | 76,551 -10,425 | -12% | -$2.97K | |||
| $21.7K | ﹤0.01% | 834 -1,436 | -63% | -$37.4K | |||
| $21.7K | ﹤0.01% | +1,282 | New | +$21.7K | |||
| $21.7K | ﹤0.01% | 17,059 +12,127 | +246% | +$15.4K | |||
| $21.7K | ﹤0.01% | 23,018 +208 | +0.9% | +$196 | |||
| $21.6K | ﹤0.01% | +877 | New | +$21.6K | |||
| $21.6K | ﹤0.01% | 27,650 +26,697 | +2,801% | +$20.8K | |||
| $21.5K | ﹤0.01% | 496 +17 | +4% | +$738 | |||
| $21.5K | ﹤0.01% | +849 | New | +$21.5K | |||
| $21.5K | ﹤0.01% | 7,132 -16,788 | -70% | -$50.5K |
