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 | |
|---|---|---|---|---|---|---|---|
| $18.5K | ﹤0.01% | 150,151 +10,265 | +7% | +$1.26K | |||
| $18.5K | ﹤0.01% | 370 | – | – | |||
| $18.4K | ﹤0.01% | +387 | New | +$18.4K | |||
| $18.4K | ﹤0.01% | 1,802 +2 | +0.1% | +$20 | |||
| $18.4K | ﹤0.01% | +747 | New | +$18.4K | |||
| $18.3K | ﹤0.01% | +600 | New | +$18.3K | |||
| $18.3K | ﹤0.01% | 43,729 +37,618 | +616% | +$15.8K | |||
| $18.3K | ﹤0.01% | 2,941 -922 | -24% | -$5.74K | |||
| $18.2K | ﹤0.01% | +8,946 | New | +$18.2K | |||
| $18.1K | ﹤0.01% | 2,807 -1,374 | -33% | -$8.88K | |||
| $18.1K | ﹤0.01% | 895 -215 | -19% | -$4.35K | |||
| $18.1K | ﹤0.01% | 14,264 -985 | -6% | -$1.25K | |||
| $18.1K | ﹤0.01% | 663 -197 | -23% | -$5.38K | |||
| $18.1K | ﹤0.01% | 2,634 +1,097 | +71% | +$7.54K | |||
| $18K | ﹤0.01% | +232 | New | +$18K | |||
| $18K | ﹤0.01% | +361 | New | +$18K | |||
| $17.9K | ﹤0.01% | 28,928 +20,332 | +237% | +$12.6K | |||
| $17.9K | ﹤0.01% | 40,404 -49,179 | -55% | -$21.8K | |||
| $17.9K | ﹤0.01% | 187 -2,714 | -94% | -$260K | |||
| $17.8K | ﹤0.01% | 28,327 +24,140 | +577% | +$15.2K | |||
| $17.7K | ﹤0.01% | 567 +467 | +467% | +$14.6K | |||
| $17.7K | ﹤0.01% | 12,489 -77,454 | -86% | -$110K | |||
| $17.7K | ﹤0.01% | 8,673 +6,003 | +225% | +$12.2K | |||
| $17.6K | ﹤0.01% | 14,346 -5,248 | -27% | -$6.46K | |||
| $17.6K | ﹤0.01% | +14,311 | New | +$17.6K |
