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 | |
|---|---|---|---|---|---|---|---|
| $4.87K | ﹤0.01% | 2,178 +2,078 | +2,078% | +$4.64K | |||
| $4.85K | ﹤0.01% | 10,549 +7,899 | +298% | +$3.63K | |||
| $4.84K | ﹤0.01% | 241 +69 | +40% | +$1.39K | |||
| $4.84K | ﹤0.01% | 29,171 +27,683 | +1,860% | +$4.6K | |||
| $4.83K | ﹤0.01% | +120 | New | +$4.83K | |||
| $4.82K | ﹤0.01% | 17,606 -4,267 | -20% | -$1.17K | |||
| $4.81K | ﹤0.01% | 241 -444 | -65% | -$8.86K | |||
| $4.81K | ﹤0.01% | 8,739 +4,006 | +85% | +$2.2K | |||
| $4.8K | ﹤0.01% | 1,510 -3,543 | -70% | -$11.3K | |||
| $4.79K | ﹤0.01% | 7,042 -4,244 | -38% | -$2.89K | |||
| $4.78K | ﹤0.01% | 193 -110 | -36% | -$2.72K | |||
| $4.77K | ﹤0.01% | +94 | New | +$4.77K | |||
| $4.75K | ﹤0.01% | +185 | New | +$4.75K | |||
| $4.75K | ﹤0.01% | 2,537 +1,407 | +125% | +$2.63K | |||
| $4.73K | ﹤0.01% | 301 -23 | -7% | -$361 | |||
| $4.73K | ﹤0.01% | +23 | New | +$4.73K | |||
| $4.72K | ﹤0.01% | 160 | – | – | |||
| $4.72K | ﹤0.01% | 141 -2,413 | -94% | -$80.7K | |||
| $4.71K | ﹤0.01% | +423 | New | +$4.71K | |||
| $4.71K | ﹤0.01% | 222 +214 | +2,675% | +$4.54K | |||
| $4.71K | ﹤0.01% | 4,092 -30,738 | -88% | -$35.4K | |||
| $4.7K | ﹤0.01% | 570 -496 | -47% | -$4.09K | |||
| $4.7K | ﹤0.01% | 3,673 -65,750 | -95% | -$84.2K | |||
| $4.7K | ﹤0.01% | +2,699 | New | +$4.7K | |||
| $4.67K | ﹤0.01% | 287 -974 | -77% | -$15.8K |
