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 | |
|---|---|---|---|---|---|---|---|
| $10.5K | ﹤0.01% | 554 +354 | +177% | +$6.73K | |||
| $10.5K | ﹤0.01% | 1,073 -1,200 | -53% | -$11.8K | |||
| $10.5K | ﹤0.01% | 262 +158 | +152% | +$6.34K | |||
| $10.5K | ﹤0.01% | 17,344 +4,219 | +32% | +$2.55K | |||
| $10.5K | ﹤0.01% | +441 | New | +$10.5K | |||
| $10.5K | ﹤0.01% | 42,686 +36,000 | +538% | +$8.82K | |||
| $10.4K | ﹤0.01% | 1,453 -1,430 | -50% | -$10.3K | |||
| $10.4K | ﹤0.01% | 355 +249 | +235% | +$7.3K | |||
| $10.4K | ﹤0.01% | 17,926 -21,097 | -54% | -$12.2K | |||
| $10.4K | ﹤0.01% | 12,833 +12,759 | +17,242% | +$10.3K | |||
| $10.4K | ﹤0.01% | 3,245 -89,022 | -96% | -$285K | |||
| $10.4K | ﹤0.01% | +47,114 | New | +$10.4K | |||
| $10.4K | ﹤0.01% | 8,351 -31,162 | -79% | -$38.6K | |||
| $10.4K | ﹤0.01% | 9,633 +6,268 | +186% | +$6.74K | |||
| $10.3K | ﹤0.01% | 5,690 +5,385 | +1,766% | +$9.75K | |||
| $10.3K | ﹤0.01% | 2,743 +148 | +6% | +$555 | |||
| $10.2K | ﹤0.01% | +289 | New | +$10.2K | |||
| $10.2K | ﹤0.01% | 12,300 +2,162 | +21% | +$1.79K | |||
| $10.2K | ﹤0.01% | +384 | New | +$10.2K | |||
| $10.2K | ﹤0.01% | 12,226 -951 | -7% | -$790 | |||
| $10.1K | ﹤0.01% | +247 | New | +$10.1K | |||
| $10.1K | ﹤0.01% | 2,080 -5,817 | -74% | -$28.3K | |||
| $10.1K | ﹤0.01% | 195 -123 | -39% | -$6.38K | |||
| $10.1K | ﹤0.01% | 25,028 +11,486 | +85% | +$4.64K | |||
| $10.1K | ﹤0.01% | +2,903 | New | +$10.1K |
