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 | |
|---|---|---|---|---|---|---|---|
| $19.2K | ﹤0.01% | 10,691 +417 | +4% | +$751 | |||
| $19.1K | ﹤0.01% | 1,376 -3,168 | -70% | -$44K | |||
| $19K | ﹤0.01% | 914 -2,085 | -70% | -$43.4K | |||
| $19K | ﹤0.01% | 436 | – | – | |||
| $19K | ﹤0.01% | +757 | New | +$19K | |||
| $19K | ﹤0.01% | 107,182 +76,528 | +250% | +$13.5K | |||
| $19K | ﹤0.01% | 2,893 +2,890 | +96,333% | +$18.9K | |||
| $18.9K | ﹤0.01% | 635 -86 | -12% | -$2.57K | |||
| $18.9K | ﹤0.01% | 1,800 | – | – | |||
| $18.9K | ﹤0.01% | 2,168 -124 | -5% | -$1.08K | |||
| $18.9K | ﹤0.01% | 6,225 +3,942 | +173% | +$11.9K | |||
| $18.8K | ﹤0.01% | 3,795 +1,222 | +47% | +$6.06K | |||
| $18.8K | ﹤0.01% | 10,935 -817 | -7% | -$1.41K | |||
| $18.8K | ﹤0.01% | 524 +446 | +572% | +$16K | |||
| $18.7K | ﹤0.01% | 7,267 -22,736 | -76% | -$58.7K | |||
| $18.7K | ﹤0.01% | 21,770 -25,460 | -54% | -$21.9K | |||
| $18.7K | ﹤0.01% | 452 -100 | -18% | -$4.14K | |||
| $18.7K | ﹤0.01% | 8,280 -1,412 | -15% | -$3.19K | |||
| $18.7K | ﹤0.01% | +452 | New | +$18.7K | |||
| $18.7K | ﹤0.01% | 77,190 +75,955 | +6,150% | +$18.4K | |||
| $18.6K | ﹤0.01% | 9,850 +352 | +4% | +$665 | |||
| $18.6K | ﹤0.01% | 2,133 +339 | +19% | +$2.96K | |||
| $18.6K | ﹤0.01% | 266 -289 | -52% | -$20.2K | |||
| $18.5K | ﹤0.01% | 404 -272 | -40% | -$12.5K | |||
| $18.5K | ﹤0.01% | 374 -306 | -45% | -$15.2K |
