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 | |
|---|---|---|---|---|---|---|---|
| $6.83K | ﹤0.01% | 190 -415 | -69% | -$14.9K | |||
| $6.78K | ﹤0.01% | 290 +90 | +45% | +$2.11K | |||
| $6.77K | ﹤0.01% | 3,823 +3,818 | +76,360% | +$6.76K | |||
| $6.77K | ﹤0.01% | 10,161 -1,831 | -15% | -$1.22K | |||
| $6.76K | ﹤0.01% | 144 -1,810 | -93% | -$84.9K | |||
| $6.76K | ﹤0.01% | 1,644 +407 | +33% | +$1.67K | |||
| $6.76K | ﹤0.01% | 21,792 -876 | -4% | -$272 | |||
| $6.76K | ﹤0.01% | +4,504 | New | +$6.76K | |||
| $6.75K | ﹤0.01% | 1,626 +1,625 | +162,500% | +$6.74K | |||
| $6.71K | ﹤0.01% | +700 | New | +$6.71K | |||
| $6.67K | ﹤0.01% | 3,089 -8,219 | -73% | -$17.8K | |||
| $6.62K | ﹤0.01% | 2,373 -142,532 | -98% | -$398K | |||
| $6.61K | ﹤0.01% | 2,531 +875 | +53% | +$2.28K | |||
| $6.6K | ﹤0.01% | +2,366 | New | +$6.6K | |||
| $6.6K | ﹤0.01% | 325 +28 | +9% | +$569 | |||
| $6.59K | ﹤0.01% | 2,337 +1,651 | +241% | +$4.66K | |||
| $6.58K | ﹤0.01% | 271 +41 | +18% | +$995 | |||
| $6.56K | ﹤0.01% | 276 -2,939 | -91% | -$69.9K | |||
| $6.55K | ﹤0.01% | +249 | New | +$6.55K | |||
| $6.54K | ﹤0.01% | +1,812 | New | +$6.54K | |||
| $6.53K | ﹤0.01% | 144 -17 | -11% | -$771 | |||
| $6.5K | ﹤0.01% | 2,227 +2,225 | +111,250% | +$6.5K | |||
| $6.5K | ﹤0.01% | 219 -1,079 | -83% | -$32K | |||
| $6.45K | ﹤0.01% | 4,449 +3,478 | +358% | +$5.04K | |||
| $6.42K | ﹤0.01% | +28,157 | New | +$6.42K |
