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 | |
|---|---|---|---|---|---|---|---|
| $8.52K | ﹤0.01% | 328 +205 | +167% | +$5.33K | |||
| $8.52K | ﹤0.01% | +501 | New | +$8.52K | |||
| $8.51K | ﹤0.01% | 11,892 -18,220 | -61% | -$13K | |||
| $8.5K | ﹤0.01% | 11,018 +9,271 | +531% | +$7.15K | |||
| $8.48K | ﹤0.01% | 3,029 -816 | -21% | -$2.29K | |||
| $8.48K | ﹤0.01% | 16,595 -3,362 | -17% | -$1.72K | |||
| $8.48K | ﹤0.01% | +321 | New | +$8.48K | |||
| $8.43K | ﹤0.01% | +322 | New | +$8.43K | |||
| $8.41K | ﹤0.01% | 26,958 -33,809 | -56% | -$10.5K | |||
| $8.41K | ﹤0.01% | 364 -145 | -28% | -$3.35K | |||
| $8.39K | ﹤0.01% | 8,784 -47,109 | -84% | -$45K | |||
| $8.39K | ﹤0.01% | +6,759 | New | +$8.39K | |||
| $8.37K | ﹤0.01% | 178 -41 | -19% | -$1.93K | |||
| $8.37K | ﹤0.01% | 292 -435 | -60% | -$12.5K | |||
| $8.36K | ﹤0.01% | 2,504 -7,763 | -76% | -$25.9K | |||
| $8.36K | ﹤0.01% | 15,478 -4,900 | -24% | -$2.65K | |||
| $8.36K | ﹤0.01% | 14,869 +13,897 | +1,430% | +$7.81K | |||
| $8.35K | ﹤0.01% | 1,889 -263 | -12% | -$1.16K | |||
| $8.34K | ﹤0.01% | 7,946 -10,872 | -58% | -$11.4K | |||
| $8.26K | ﹤0.01% | 825 +19 | +2% | +$190 | |||
| $8.25K | ﹤0.01% | +1,684 | New | +$8.25K | |||
| $8.22K | ﹤0.01% | 119,072 +106,080 | +817% | +$7.32K | |||
| $8.22K | ﹤0.01% | +291 | New | +$8.22K | |||
| $8.2K | ﹤0.01% | 173 -88 | -34% | -$4.17K | |||
| $8.2K | ﹤0.01% | +369 | New | +$8.2K |
