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 | |
|---|---|---|---|---|---|---|---|
| $8.18K | ﹤0.01% | 3,481 +1,875 | +117% | +$4.41K | |||
| $8.18K | ﹤0.01% | +201 | New | +$8.18K | |||
| $8.17K | ﹤0.01% | 5,303 +3,984 | +302% | +$6.14K | |||
| $8.13K | ﹤0.01% | 31,388 -140,963 | -82% | -$36.5K | |||
| $8.12K | ﹤0.01% | 1,521 +1,090 | +253% | +$5.82K | |||
| $8.12K | ﹤0.01% | 2,654 -60 | -2% | -$184 | |||
| $8.12K | ﹤0.01% | +6,653 | New | +$8.12K | |||
| $8.05K | ﹤0.01% | 994 +214 | +27% | +$1.73K | |||
| $8.05K | ﹤0.01% | 6,651 +4,156 | +167% | +$5.03K | |||
| $8.04K | ﹤0.01% | 330 +212 | +180% | +$5.17K | |||
| $8.03K | ﹤0.01% | 380 +83 | +28% | +$1.76K | |||
| $8.02K | ﹤0.01% | 33,572 +33,172 | +8,293% | +$7.93K | |||
| $7.97K | ﹤0.01% | 2,165 -16,430 | -88% | -$60.5K | |||
| $7.95K | ﹤0.01% | 1,518 -3,825 | -72% | -$20K | |||
| $7.95K | ﹤0.01% | 2,900 +2,313 | +394% | +$6.34K | |||
| $7.95K | ﹤0.01% | 4,249 -3,251 | -43% | -$6.08K | |||
| $7.94K | ﹤0.01% | 947 -982 | -51% | -$8.23K | |||
| $7.89K | ﹤0.01% | 220 -78 | -26% | -$2.8K | |||
| $7.87K | ﹤0.01% | 2,044 +1,907 | +1,392% | +$7.34K | |||
| $7.86K | ﹤0.01% | +29,206 | New | +$7.86K | |||
| $7.86K | ﹤0.01% | +11,384 | New | +$7.86K | |||
| $7.85K | ﹤0.01% | 697 -1,020 | -59% | -$11.5K | |||
| $7.82K | ﹤0.01% | 9,409 +3,742 | +66% | +$3.11K | |||
| $7.79K | ﹤0.01% | 18,997 -20,681 | -52% | -$8.48K | |||
| $7.77K | ﹤0.01% | 41,102 +20,800 | +102% | +$3.93K |
