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 | |
|---|---|---|---|---|---|---|---|
| $5.12K | ﹤0.01% | 96 -430 | -82% | -$22.9K | |||
| $5.11K | ﹤0.01% | 14,486 +14,484 | +724,200% | +$5.11K | |||
| $5.1K | ﹤0.01% | +4,951 | New | +$5.1K | |||
| $5.1K | ﹤0.01% | 2,371 +1,225 | +107% | +$2.63K | |||
| $5.07K | ﹤0.01% | 153 -114 | -43% | -$3.78K | |||
| $5.05K | ﹤0.01% | 19,440 +17,949 | +1,204% | +$4.67K | |||
| $5.05K | ﹤0.01% | 210 -40,157 | -99% | -$966K | |||
| $5.05K | ﹤0.01% | 105 | – | – | |||
| $5.04K | ﹤0.01% | +199 | New | +$5.04K | |||
| $5.03K | ﹤0.01% | +500 | New | +$5.03K | |||
| $5.02K | ﹤0.01% | 107 -65 | -38% | -$3.05K | |||
| $5.02K | ﹤0.01% | +223 | New | +$5.02K | |||
| $5.01K | ﹤0.01% | 747 -3,745 | -83% | -$25.1K | |||
| $4.98K | ﹤0.01% | +1,395 | New | +$4.98K | |||
| $4.97K | ﹤0.01% | 2,238 +2,030 | +976% | +$4.51K | |||
| $4.97K | ﹤0.01% | +3,056 | New | +$4.97K | |||
| $4.95K | ﹤0.01% | 7,267 -200 | -3% | -$136 | |||
| $4.93K | ﹤0.01% | +200 | New | +$4.93K | |||
| $4.93K | ﹤0.01% | 159 -4 | -2% | -$124 | |||
| $4.92K | ﹤0.01% | +1,768 | New | +$4.92K | |||
| $4.91K | ﹤0.01% | 23,071 +16,784 | +267% | +$3.58K | |||
| $4.9K | ﹤0.01% | +148 | New | +$4.9K | |||
| $4.88K | ﹤0.01% | 75 | – | – | |||
| $4.87K | ﹤0.01% | 99 | – | – | |||
| $4.87K | ﹤0.01% | +40,928 | New | +$4.87K |
