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 | |
|---|---|---|---|---|---|---|---|
| $4.24K | ﹤0.01% | 1,826 +328 | +22% | +$761 | |||
| $4.24K | ﹤0.01% | 747 -3,062 | -80% | -$17.4K | |||
| $4.23K | ﹤0.01% | 147 +134 | +1,031% | +$3.85K | |||
| $4.23K | ﹤0.01% | 2,202 -1,581 | -42% | -$3.04K | |||
| $4.23K | ﹤0.01% | +92 | New | +$4.23K | |||
| $4.23K | ﹤0.01% | +96 | New | +$4.23K | |||
| $4.22K | ﹤0.01% | 167 -314 | -65% | -$7.94K | |||
| $4.21K | ﹤0.01% | +152 | New | +$4.21K | |||
| $4.2K | ﹤0.01% | 2,643 +1,017 | +63% | +$1.62K | |||
| $4.2K | ﹤0.01% | +158 | New | +$4.2K | |||
| $4.19K | ﹤0.01% | 1,725 -8,655 | -83% | -$21K | |||
| $4.18K | ﹤0.01% | +224 | New | +$4.18K | |||
| $4.18K | ﹤0.01% | +7,514 | New | +$4.18K | |||
| $4.16K | ﹤0.01% | 400 | – | – | |||
| $4.12K | ﹤0.01% | +1,325 | New | +$4.12K | |||
| $4.1K | ﹤0.01% | 192 -151 | -44% | -$3.23K | |||
| $4.1K | ﹤0.01% | 8,537 +4,335 | +103% | +$2.08K | |||
| $4.09K | ﹤0.01% | 176 +1 | +0.6% | +$23 | |||
| $4.09K | ﹤0.01% | +527 | New | +$4.09K | |||
| $4.09K | ﹤0.01% | +4,170 | New | +$4.09K | |||
| $4.09K | ﹤0.01% | 164 -1 | -0.6% | -$25 | |||
| $4.07K | ﹤0.01% | 2,698 +32 | +1% | +$48 | |||
| $4.06K | ﹤0.01% | 397 -10,413 | -96% | -$107K | |||
| $4.06K | ﹤0.01% | +200 | New | +$4.06K | |||
| $4.06K | ﹤0.01% | 1,852 -15,578 | -89% | -$34.1K |
