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 | |
|---|---|---|---|---|---|---|---|
| $6.41K | ﹤0.01% | 325 | – | – | |||
| $6.4K | ﹤0.01% | 16,800 -12,929 | -43% | -$4.93K | |||
| $6.39K | ﹤0.01% | 587 -2,363 | -80% | -$25.7K | |||
| $6.35K | ﹤0.01% | 130 +90 | +225% | +$4.4K | |||
| $6.34K | ﹤0.01% | 614 | – | – | |||
| $6.34K | ﹤0.01% | 274 -57 | -17% | -$1.32K | |||
| $6.33K | ﹤0.01% | 224 +1 | +0.5% | +$28 | |||
| $6.33K | ﹤0.01% | 167 -956 | -85% | -$36.2K | |||
| $6.33K | ﹤0.01% | +1,378 | New | +$6.33K | |||
| $6.32K | ﹤0.01% | 222 -130 | -37% | -$3.7K | |||
| $6.31K | ﹤0.01% | 7,598 +7,006 | +1,183% | +$5.82K | |||
| $6.28K | ﹤0.01% | +189 | New | +$6.28K | |||
| $6.27K | ﹤0.01% | +265 | New | +$6.27K | |||
| $6.27K | ﹤0.01% | 126 | – | – | |||
| $6.27K | ﹤0.01% | 5,749 +5,330 | +1,272% | +$5.81K | |||
| $6.26K | ﹤0.01% | +192 | New | +$6.26K | |||
| $6.26K | ﹤0.01% | 5,346 +546 | +11% | +$639 | |||
| $6.25K | ﹤0.01% | +179 | New | +$6.25K | |||
| $6.21K | ﹤0.01% | 8,404 +473 | +6% | +$350 | |||
| $6.21K | ﹤0.01% | 252 +214 | +563% | +$5.27K | |||
| $6.2K | ﹤0.01% | 1,000 -2,632 | -72% | -$16.3K | |||
| $6.18K | ﹤0.01% | +18,545 | New | +$6.18K | |||
| $6.18K | ﹤0.01% | +123 | New | +$6.18K | |||
| $6.16K | ﹤0.01% | 2,962 +2,741 | +1,240% | +$5.7K | |||
| $6.14K | ﹤0.01% | 232 +172 | +287% | +$4.56K |
