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 | |
|---|---|---|---|---|---|---|---|
| $12K | ﹤0.01% | +4,947 | New | +$12K | |||
| $12K | ﹤0.01% | 7,576 +6,945 | +1,101% | +$11K | |||
| $11.9K | ﹤0.01% | 38,910 +11,717 | +43% | +$3.6K | |||
| $11.9K | ﹤0.01% | 15,323 +15,322 | +1,532,200% | +$11.9K | |||
| $11.9K | ﹤0.01% | 15,462 -29,674 | -66% | -$22.8K | |||
| $11.9K | ﹤0.01% | 27,930 +24,175 | +644% | +$10.3K | |||
| $11.9K | ﹤0.01% | 4,395 -2,132 | -33% | -$5.76K | |||
| $11.9K | ﹤0.01% | 459 -1,183 | -72% | -$30.6K | |||
| $11.8K | ﹤0.01% | 10,864 +2,869 | +36% | +$3.13K | |||
| $11.8K | ﹤0.01% | 372 +288 | +343% | +$9.14K | |||
| $11.8K | ﹤0.01% | 1,454 -546 | -27% | -$4.43K | |||
| $11.8K | ﹤0.01% | +5,510 | New | +$11.8K | |||
| $11.8K | ﹤0.01% | 7,173 +780 | +12% | +$1.28K | |||
| $11.8K | ﹤0.01% | 13,285 -7,998 | -38% | -$7.08K | |||
| $11.7K | ﹤0.01% | 24,922 +6,994 | +39% | +$3.29K | |||
| $11.7K | ﹤0.01% | 447 -62 | -12% | -$1.62K | |||
| $11.7K | ﹤0.01% | 4,602 -148 | -3% | -$376 | |||
| $11.7K | ﹤0.01% | 22,913 +21,027 | +1,115% | +$10.7K | |||
| $11.6K | ﹤0.01% | 4,158 -10,965 | -73% | -$30.7K | |||
| $11.6K | ﹤0.01% | 594 -17,331 | -97% | -$339K | |||
| $11.6K | ﹤0.01% | +269 | New | +$11.6K | |||
| $11.6K | ﹤0.01% | 10,095 +2,316 | +30% | +$2.66K | |||
| $11.6K | ﹤0.01% | 2,480 -2,858 | -54% | -$13.3K | |||
| $11.6K | ﹤0.01% | 7,869 | – | – | |||
| $11.6K | ﹤0.01% | 5,316 -1,901 | -26% | -$4.14K |
