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 | |
|---|---|---|---|---|---|---|---|
| $21.5K | ﹤0.01% | 16,895 -1,536 | -8% | -$1.95K | |||
| $21.4K | ﹤0.01% | 26,269 +24,855 | +1,758% | +$20.3K | |||
| $21.4K | ﹤0.01% | 2,381 -100 | -4% | -$899 | |||
| $21.4K | ﹤0.01% | 4,499 +3,150 | +234% | +$15K | |||
| $21.4K | ﹤0.01% | 33,492 +33,405 | +38,397% | +$21.3K | |||
| $21.3K | ﹤0.01% | 870 +167 | +24% | +$4.09K | |||
| $21.3K | ﹤0.01% | +628 | New | +$21.3K | |||
| $21.2K | ﹤0.01% | +281 | New | +$21.2K | |||
| $21.2K | ﹤0.01% | 92,280 -4,809 | -5% | -$1.11K | |||
| $21.2K | ﹤0.01% | 374 +239 | +177% | +$13.5K | |||
| $21.1K | ﹤0.01% | 14,860 +4,334 | +41% | +$6.16K | |||
| $21.1K | ﹤0.01% | +578 | New | +$21.1K | |||
| $21K | ﹤0.01% | +3,085 | New | +$21K | |||
| $21K | ﹤0.01% | +435 | New | +$21K | |||
| $21K | ﹤0.01% | 459 -604 | -57% | -$27.6K | |||
| $21K | ﹤0.01% | 850 -34 | -4% | -$840 | |||
| $21K | ﹤0.01% | 612 -166 | -21% | -$5.69K | |||
| $20.8K | ﹤0.01% | 29,723 +27,025 | +1,002% | +$18.9K | |||
| $20.8K | ﹤0.01% | 4,747 -15,626 | -77% | -$68.4K | |||
| $20.8K | ﹤0.01% | 1,087 +1,039 | +2,165% | +$19.9K | |||
| $20.8K | ﹤0.01% | 6,472 -15,727 | -71% | -$50.5K | |||
| $20.6K | ﹤0.01% | 637 +248 | +64% | +$8.04K | |||
| $20.6K | ﹤0.01% | 2,451 | – | – | |||
| $20.6K | ﹤0.01% | 26,285 -1,262 | -5% | -$988 | |||
| $20.5K | ﹤0.01% | 4,315 -46,342 | -91% | -$221K |
