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 | |
|---|---|---|---|---|---|---|---|
| $8.8K | ﹤0.01% | 10,728 -4,459 | -29% | -$3.66K | |||
| $8.79K | ﹤0.01% | 260 | – | – | |||
| $8.79K | ﹤0.01% | 7,642 +1,368 | +22% | +$1.57K | |||
| $8.79K | ﹤0.01% | 7,143 +4,091 | +134% | +$5.03K | |||
| $8.77K | ﹤0.01% | 11,650 +2,599 | +29% | +$1.96K | |||
| $8.77K | ﹤0.01% | +800 | New | +$8.77K | |||
| $8.77K | ﹤0.01% | +383 | New | +$8.77K | |||
| $8.75K | ﹤0.01% | 1,471 +1,099 | +295% | +$6.54K | |||
| $8.73K | ﹤0.01% | +266 | New | +$8.73K | |||
| $8.72K | ﹤0.01% | 800 | – | – | |||
| $8.72K | ﹤0.01% | +5,850 | New | +$8.72K | |||
| $8.68K | ﹤0.01% | 335 +229 | +216% | +$5.94K | |||
| $8.68K | ﹤0.01% | 310 +85 | +38% | +$2.38K | |||
| $8.68K | ﹤0.01% | 88 +11 | +14% | +$1.08K | |||
| $8.66K | ﹤0.01% | 3,092 -279 | -8% | -$781 | |||
| $8.65K | ﹤0.01% | +404 | New | +$8.65K | |||
| $8.64K | ﹤0.01% | 7,851 -8,555 | -52% | -$9.41K | |||
| $8.62K | ﹤0.01% | +174 | New | +$8.62K | |||
| $8.62K | ﹤0.01% | 249 -5,651 | -96% | -$196K | |||
| $8.61K | ﹤0.01% | +267 | New | +$8.61K | |||
| $8.6K | ﹤0.01% | 4,094 +3,467 | +553% | +$7.28K | |||
| $8.59K | ﹤0.01% | +37,362 | New | +$8.59K | |||
| $8.59K | ﹤0.01% | 1,365 -1,111 | -45% | -$6.99K | |||
| $8.55K | ﹤0.01% | 327 -260 | -44% | -$6.8K | |||
| $8.53K | ﹤0.01% | 1,979 -30,952 | -94% | -$133K |
