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 | |
|---|---|---|---|---|---|---|---|
| $5.86K | ﹤0.01% | 4,722 +1,454 | +44% | +$1.8K | |||
| $5.83K | ﹤0.01% | 207 -1 | -0.5% | -$28 | |||
| $5.8K | ﹤0.01% | +130 | New | +$5.8K | |||
| $5.8K | ﹤0.01% | 65 -309 | -83% | -$27.5K | |||
| $5.79K | ﹤0.01% | 2,971 -130 | -4% | -$253 | |||
| $5.79K | ﹤0.01% | +194 | New | +$5.79K | |||
| $5.77K | ﹤0.01% | 184 +84 | +84% | +$2.63K | |||
| $5.74K | ﹤0.01% | 1,523 -7,109 | -82% | -$26.8K | |||
| $5.74K | ﹤0.01% | 114 -49 | -30% | -$2.47K | |||
| $5.74K | ﹤0.01% | 286 -2,640 | -90% | -$53K | |||
| $5.69K | ﹤0.01% | 2,610 -22 | -0.8% | -$48 | |||
| $5.67K | ﹤0.01% | +267 | New | +$5.67K | |||
| $5.66K | ﹤0.01% | 221 | – | – | |||
| $5.66K | ﹤0.01% | 111 -43 | -28% | -$2.19K | |||
| $5.65K | ﹤0.01% | 5,000 +4,194 | +520% | +$4.74K | |||
| $5.65K | ﹤0.01% | 261 +42 | +19% | +$909 | |||
| $5.64K | ﹤0.01% | 4,337 -8,531 | -66% | -$11.1K | |||
| $5.64K | ﹤0.01% | 1,532 +1,236 | +418% | +$4.55K | |||
| $5.63K | ﹤0.01% | 2,327 -911 | -28% | -$2.2K | |||
| $5.63K | ﹤0.01% | +3,827 | New | +$5.63K | |||
| $5.61K | ﹤0.01% | 2,150 +2,069 | +2,554% | +$5.4K | |||
| $5.6K | ﹤0.01% | 500 | – | – | |||
| $5.57K | ﹤0.01% | +300 | New | +$5.57K | |||
| $5.56K | ﹤0.01% | 545 | – | – | |||
| $5.56K | ﹤0.01% | +202 | New | +$5.56K |
