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 | |
|---|---|---|---|---|---|---|---|
| $5.56K | ﹤0.01% | 17,748 -54,341 | -75% | -$17K | |||
| $5.55K | ﹤0.01% | 277 -74 | -21% | -$1.48K | |||
| $5.55K | ﹤0.01% | 57,225 +38,129 | +200% | +$3.7K | |||
| $5.52K | ﹤0.01% | +42,460 | New | +$5.52K | |||
| $5.5K | ﹤0.01% | 2,559 -2,437 | -49% | -$5.24K | |||
| $5.49K | ﹤0.01% | +109 | New | +$5.49K | |||
| $5.49K | ﹤0.01% | 4,033 -15,428 | -79% | -$21K | |||
| $5.49K | ﹤0.01% | 9,552 +9,551 | +955,100% | +$5.49K | |||
| $5.49K | ﹤0.01% | 164 +56 | +52% | +$1.88K | |||
| $5.47K | ﹤0.01% | 212 +131 | +162% | +$3.38K | |||
| $5.46K | ﹤0.01% | 127 -750 | -86% | -$32.3K | |||
| $5.46K | ﹤0.01% | 810 -293 | -27% | -$1.98K | |||
| $5.45K | ﹤0.01% | +280 | New | +$5.45K | |||
| $5.43K | ﹤0.01% | 160 -98 | -38% | -$3.33K | |||
| $5.43K | ﹤0.01% | 13,680 +12,499 | +1,058% | +$4.96K | |||
| $5.43K | ﹤0.01% | 243 -1,965 | -89% | -$43.9K | |||
| $5.42K | ﹤0.01% | +436 | New | +$5.42K | |||
| $5.41K | ﹤0.01% | 100 -100 | -50% | -$5.41K | |||
| $5.41K | ﹤0.01% | 218 +217 | +21,700% | +$5.38K | |||
| $5.39K | ﹤0.01% | 228 +162 | +245% | +$3.83K | |||
| $5.39K | ﹤0.01% | 213 +4 | +2% | +$101 | |||
| $5.39K | ﹤0.01% | 980 -420 | -30% | -$2.31K | |||
| $5.38K | ﹤0.01% | 303 -3,216 | -91% | -$57.1K | |||
| $5.38K | ﹤0.01% | 2,171 -2,379 | -52% | -$5.9K | |||
| $5.38K | ﹤0.01% | 1,200 | – | – |
