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 | |
|---|---|---|---|---|---|---|---|
| $6.14K | ﹤0.01% | +626 | New | +$6.14K | |||
| $6.13K | ﹤0.01% | 1,911 -1,851 | -49% | -$5.94K | |||
| $6.13K | ﹤0.01% | 997 +866 | +661% | +$5.33K | |||
| $6.1K | ﹤0.01% | 3,097 +76 | +3% | +$150 | |||
| $6.07K | ﹤0.01% | +8,455 | New | +$6.07K | |||
| $6.05K | ﹤0.01% | 176 -162 | -48% | -$5.57K | |||
| $6.04K | ﹤0.01% | 198 -3,017 | -94% | -$92.1K | |||
| $6.02K | ﹤0.01% | 54 -9 | -14% | -$1K | |||
| $6.02K | ﹤0.01% | +280 | New | +$6.02K | |||
| $6.02K | ﹤0.01% | +126 | New | +$6.02K | |||
| $6.01K | ﹤0.01% | 65 -128 | -66% | -$11.8K | |||
| $6.01K | ﹤0.01% | 29,731 +28,442 | +2,207% | +$5.75K | |||
| $5.98K | ﹤0.01% | 271 +250 | +1,190% | +$5.52K | |||
| $5.98K | ﹤0.01% | 380 -58 | -13% | -$913 | |||
| $5.96K | ﹤0.01% | 181 +54 | +43% | +$1.78K | |||
| $5.96K | ﹤0.01% | +272 | New | +$5.96K | |||
| $5.95K | ﹤0.01% | 791 -214 | -21% | -$1.61K | |||
| $5.94K | ﹤0.01% | +294 | New | +$5.94K | |||
| $5.92K | ﹤0.01% | +503 | New | +$5.92K | |||
| $5.92K | ﹤0.01% | 290 -144 | -33% | -$2.94K | |||
| $5.91K | ﹤0.01% | 1,223 | – | – | |||
| $5.9K | ﹤0.01% | +40,161 | New | +$5.9K | |||
| $5.9K | ﹤0.01% | 4,308 +457 | +12% | +$626 | |||
| $5.9K | ﹤0.01% | 90 -1,076 | -92% | -$70.5K | |||
| $5.9K | ﹤0.01% | 150 -897 | -86% | -$35.3K |
