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 | |
|---|---|---|---|---|---|---|---|
| $7.18K | ﹤0.01% | 358 | – | – | |||
| $7.17K | ﹤0.01% | 120 -8,992 | -99% | -$537K | |||
| $7.12K | ﹤0.01% | 1,656 -7,985 | -83% | -$34.3K | |||
| $7.12K | ﹤0.01% | 3,237 +3,092 | +2,132% | +$6.8K | |||
| $7.12K | ﹤0.01% | 4,263 +2,804 | +192% | +$4.68K | |||
| $7.11K | ﹤0.01% | 335 +333 | +16,650% | +$7.06K | |||
| $7.1K | ﹤0.01% | 7,032 +3,031 | +76% | +$3.06K | |||
| $7.09K | ﹤0.01% | +334 | New | +$7.09K | |||
| $7.08K | ﹤0.01% | 493 -22 | -4% | -$316 | |||
| $7.07K | ﹤0.01% | 1,527 -7,614 | -83% | -$35.3K | |||
| $7.05K | ﹤0.01% | 291 -1 | -0.3% | -$24 | |||
| $7.02K | ﹤0.01% | 193 +49 | +34% | +$1.78K | |||
| $7.01K | ﹤0.01% | 342 -858 | -72% | -$17.6K | |||
| $6.99K | ﹤0.01% | 3,372 -799 | -19% | -$1.66K | |||
| $6.99K | ﹤0.01% | +336 | New | +$6.99K | |||
| $6.97K | ﹤0.01% | 4,358 +4,315 | +10,035% | +$6.9K | |||
| $6.96K | ﹤0.01% | 204 -2,138 | -91% | -$72.9K | |||
| $6.95K | ﹤0.01% | 15,985 +3,498 | +28% | +$1.52K | |||
| $6.95K | ﹤0.01% | +14,485 | New | +$6.95K | |||
| $6.94K | ﹤0.01% | +1,289 | New | +$6.94K | |||
| $6.93K | ﹤0.01% | +2,718 | New | +$6.93K | |||
| $6.92K | ﹤0.01% | 5,280 +2,844 | +117% | +$3.73K | |||
| $6.92K | ﹤0.01% | +275 | New | +$6.92K | |||
| $6.91K | ﹤0.01% | 5,957 +2,615 | +78% | +$3.03K | |||
| $6.9K | ﹤0.01% | 506 +500 | +8,333% | +$6.81K |
