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 | |
|---|---|---|---|---|---|---|---|
| $7.76K | ﹤0.01% | +172 | New | +$7.76K | |||
| $7.76K | ﹤0.01% | 29,841 +26,841 | +895% | +$6.98K | |||
| $7.75K | ﹤0.01% | 3,002 -2,199 | -42% | -$5.67K | |||
| $7.74K | ﹤0.01% | +267 | New | +$7.74K | |||
| $7.7K | ﹤0.01% | 455 -226 | -33% | -$3.82K | |||
| $7.69K | ﹤0.01% | 1,155 -3,765 | -77% | -$25.1K | |||
| $7.69K | ﹤0.01% | 23,731 +21,596 | +1,012% | +$7K | |||
| $7.68K | ﹤0.01% | 234 -190 | -45% | -$6.23K | |||
| $7.67K | ﹤0.01% | 7,828 -1,420 | -15% | -$1.39K | |||
| $7.66K | ﹤0.01% | +281 | New | +$7.66K | |||
| $7.64K | ﹤0.01% | +293 | New | +$7.64K | |||
| $7.62K | ﹤0.01% | 183 +97 | +113% | +$4.04K | |||
| $7.6K | ﹤0.01% | +300 | New | +$7.6K | |||
| $7.6K | ﹤0.01% | +321 | New | +$7.6K | |||
| $7.6K | ﹤0.01% | 15,510 +13,542 | +688% | +$6.64K | |||
| $7.59K | ﹤0.01% | +228 | New | +$7.59K | |||
| $7.56K | ﹤0.01% | 35,325 +34,229 | +3,123% | +$7.33K | |||
| $7.55K | ﹤0.01% | 566 -1,074 | -65% | -$14.3K | |||
| $7.54K | ﹤0.01% | 8,924 -710 | -7% | -$600 | |||
| $7.53K | ﹤0.01% | 129 -30 | -19% | -$1.75K | |||
| $7.53K | ﹤0.01% | 191 -315 | -62% | -$12.4K | |||
| $7.51K | ﹤0.01% | +379 | New | +$7.51K | |||
| $7.51K | ﹤0.01% | +5,601 | New | +$7.51K | |||
| $7.51K | ﹤0.01% | 285 -261 | -48% | -$6.87K | |||
| $7.48K | ﹤0.01% | 266 +263 | +8,767% | +$7.4K |
