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 | |
|---|---|---|---|---|---|---|---|
| $7.43K | ﹤0.01% | 4,574 -746 | -14% | -$1.21K | |||
| $7.43K | ﹤0.01% | 4,951 -5,323 | -52% | -$7.99K | |||
| $7.43K | ﹤0.01% | 295 +294 | +29,400% | +$7.4K | |||
| $7.43K | ﹤0.01% | +3,929 | New | +$7.43K | |||
| $7.4K | ﹤0.01% | 2,625 +1,320 | +101% | +$3.72K | |||
| $7.38K | ﹤0.01% | 357 +307 | +614% | +$6.35K | |||
| $7.37K | ﹤0.01% | 180 -4,703 | -96% | -$192K | |||
| $7.36K | ﹤0.01% | 729 -49 | -6% | -$495 | |||
| $7.36K | ﹤0.01% | 2,768 +2,706 | +4,365% | +$7.2K | |||
| $7.34K | ﹤0.01% | 643 -640 | -50% | -$7.31K | |||
| $7.34K | ﹤0.01% | 700 | – | – | |||
| $7.33K | ﹤0.01% | 767 -5,780 | -88% | -$55.3K | |||
| $7.33K | ﹤0.01% | 312 -393 | -56% | -$9.23K | |||
| $7.33K | ﹤0.01% | +3,778 | New | +$7.33K | |||
| $7.33K | ﹤0.01% | 155 +150 | +3,000% | +$7.09K | |||
| $7.32K | ﹤0.01% | 265 -735 | -74% | -$20.3K | |||
| $7.31K | ﹤0.01% | +270 | New | +$7.31K | |||
| $7.29K | ﹤0.01% | 310 +89 | +40% | +$2.09K | |||
| $7.25K | ﹤0.01% | 213 +52 | +32% | +$1.77K | |||
| $7.24K | ﹤0.01% | +1,003 | New | +$7.24K | |||
| $7.24K | ﹤0.01% | +627 | New | +$7.24K | |||
| $7.23K | ﹤0.01% | 245 +193 | +371% | +$5.7K | |||
| $7.21K | ﹤0.01% | +12,503 | New | +$7.21K | |||
| $7.21K | ﹤0.01% | 163 -443 | -73% | -$19.6K | |||
| $7.18K | ﹤0.01% | 310 -125 | -29% | -$2.9K |
