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 | |
|---|---|---|---|---|---|---|---|
| $15.3K | ﹤0.01% | +14,086 | New | +$15.3K | |||
| $15.3K | ﹤0.01% | +617 | New | +$15.3K | |||
| $15.2K | ﹤0.01% | 744 +722 | +3,282% | +$14.8K | |||
| $15.2K | ﹤0.01% | +1,500 | New | +$15.2K | |||
| $15.2K | ﹤0.01% | 12,150 +5,681 | +88% | +$7.1K | |||
| $15K | ﹤0.01% | +519 | New | +$15K | |||
| $15K | ﹤0.01% | 1,509 +933 | +162% | +$9.28K | |||
| $15K | ﹤0.01% | 300 | – | – | |||
| $15K | ﹤0.01% | 150,090 -290,819 | -66% | -$29.1K | |||
| $15K | ﹤0.01% | 1,453 +100 | +7% | +$1.03K | |||
| $14.9K | ﹤0.01% | 8,436 +558 | +7% | +$988 | |||
| $14.9K | ﹤0.01% | 9,445 -2,898 | -23% | -$4.58K | |||
| $14.9K | ﹤0.01% | 369 +200 | +118% | +$8.08K | |||
| $14.9K | ﹤0.01% | 11,916 +10,042 | +536% | +$12.6K | |||
| $14.9K | ﹤0.01% | 904 +18 | +2% | +$296 | |||
| $14.9K | ﹤0.01% | 8,346 -7,951 | -49% | -$14.2K | |||
| $14.8K | ﹤0.01% | +302 | New | +$14.8K | |||
| $14.8K | ﹤0.01% | 1,427 -5,328 | -79% | -$55.3K | |||
| $14.8K | ﹤0.01% | +333 | New | +$14.8K | |||
| $14.7K | ﹤0.01% | 12,711 -1,819 | -13% | -$2.11K | |||
| $14.7K | ﹤0.01% | 344 +256 | +291% | +$10.9K | |||
| $14.7K | ﹤0.01% | 3,992 +3,012 | +307% | +$11.1K | |||
| $14.7K | ﹤0.01% | +1,430 | New | +$14.7K | |||
| $14.7K | ﹤0.01% | 290 | – | – | |||
| $14.6K | ﹤0.01% | 7,510 +5,986 | +393% | +$11.7K |
