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 | |
|---|---|---|---|---|---|---|---|
| $5.37K | ﹤0.01% | +223 | New | +$5.37K | |||
| $5.37K | ﹤0.01% | 510 | – | – | |||
| $5.36K | ﹤0.01% | 1,879 +1,490 | +383% | +$4.25K | |||
| $5.35K | ﹤0.01% | 231 +148 | +178% | +$3.43K | |||
| $5.34K | ﹤0.01% | 2,087 -16,091 | -89% | -$41.2K | |||
| $5.32K | ﹤0.01% | 700 +500 | +250% | +$3.8K | |||
| $5.31K | ﹤0.01% | +200 | New | +$5.31K | |||
| $5.3K | ﹤0.01% | 195 -51 | -21% | -$1.39K | |||
| $5.29K | ﹤0.01% | 4,899 | – | – | |||
| $5.29K | ﹤0.01% | 204 +113 | +124% | +$2.93K | |||
| $5.29K | ﹤0.01% | +1,127 | New | +$5.29K | |||
| $5.28K | ﹤0.01% | 2,980 -4,271 | -59% | -$7.56K | |||
| $5.26K | ﹤0.01% | 224 +110 | +96% | +$2.58K | |||
| $5.26K | ﹤0.01% | +167 | New | +$5.26K | |||
| $5.23K | ﹤0.01% | 175 -736 | -81% | -$22K | |||
| $5.21K | ﹤0.01% | 200 +59 | +42% | +$1.54K | |||
| $5.18K | ﹤0.01% | 3,834 +3,749 | +4,411% | +$5.06K | |||
| $5.17K | ﹤0.01% | 148 +43 | +41% | +$1.5K | |||
| $5.16K | ﹤0.01% | 11,527 -35,262 | -75% | -$15.8K | |||
| $5.16K | ﹤0.01% | +207 | New | +$5.16K | |||
| $5.15K | ﹤0.01% | 202 +114 | +130% | +$2.91K | |||
| $5.15K | ﹤0.01% | +500 | New | +$5.15K | |||
| $5.15K | ﹤0.01% | 20,416 -19,558 | -49% | -$4.93K | |||
| $5.14K | ﹤0.01% | +207 | New | +$5.14K | |||
| $5.12K | ﹤0.01% | +1,143 | New | +$5.12K |
