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 | |
|---|---|---|---|---|---|---|---|
| $4.66K | ﹤0.01% | 6,895 -2,360 | -26% | -$1.6K | |||
| $4.65K | ﹤0.01% | 3,753 +2,146 | +134% | +$2.66K | |||
| $4.65K | ﹤0.01% | 7,443 -16,135 | -68% | -$10.1K | |||
| $4.65K | ﹤0.01% | 4,986 | – | – | |||
| $4.64K | ﹤0.01% | +188 | New | +$4.64K | |||
| $4.64K | ﹤0.01% | +47 | New | +$4.64K | |||
| $4.62K | ﹤0.01% | 73 -6,935 | -99% | -$439K | |||
| $4.61K | ﹤0.01% | 153 -951 | -86% | -$28.6K | |||
| $4.6K | ﹤0.01% | 200 +151 | +308% | +$3.47K | |||
| $4.59K | ﹤0.01% | +529 | New | +$4.59K | |||
| $4.58K | ﹤0.01% | 3,137 +2,884 | +1,140% | +$4.21K | |||
| $4.54K | ﹤0.01% | 187 -692 | -79% | -$16.8K | |||
| $4.53K | ﹤0.01% | 904 -10,431 | -92% | -$52.3K | |||
| $4.53K | ﹤0.01% | 23,818 +23,795 | +103,457% | +$4.52K | |||
| $4.52K | ﹤0.01% | 159 -5 | -3% | -$142 | |||
| $4.52K | ﹤0.01% | +776 | New | +$4.52K | |||
| $4.51K | ﹤0.01% | 282 -15 | -5% | -$240 | |||
| $4.51K | ﹤0.01% | 45 -83 | -65% | -$8.32K | |||
| $4.51K | ﹤0.01% | 19,186 -1,630 | -8% | -$383 | |||
| $4.49K | ﹤0.01% | 3,228 -16,537 | -84% | -$23K | |||
| $4.49K | ﹤0.01% | 16,930 -10,126 | -37% | -$2.68K | |||
| $4.47K | ﹤0.01% | 3,466 +1,211 | +54% | +$1.56K | |||
| $4.45K | ﹤0.01% | 100 -7,191 | -99% | -$320K | |||
| $4.45K | ﹤0.01% | 180 +79 | +78% | +$1.95K | |||
| $4.45K | ﹤0.01% | +87 | New | +$4.45K |
