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 | |
|---|---|---|---|---|---|---|---|
| $4.05K | ﹤0.01% | 2,615 +2,006 | +329% | +$3.11K | |||
| $4.05K | ﹤0.01% | 400 +300 | +300% | +$3.04K | |||
| $4.04K | ﹤0.01% | 154 -704 | -82% | -$18.5K | |||
| $4.02K | ﹤0.01% | 392 +290 | +284% | +$2.98K | |||
| $4.01K | ﹤0.01% | 2,709 -23,773 | -90% | -$35.2K | |||
| $4K | ﹤0.01% | 356 -5 | -1% | -$56 | |||
| $3.99K | ﹤0.01% | 3,170 -1,788 | -36% | -$2.25K | |||
| $3.98K | ﹤0.01% | 133 -1,205 | -90% | -$36.1K | |||
| $3.96K | ﹤0.01% | 15,331 -84,710 | -85% | -$21.9K | |||
| $3.96K | ﹤0.01% | 1,978 -8,272 | -81% | -$16.5K | |||
| $3.94K | ﹤0.01% | 138 +16 | +13% | +$457 | |||
| $3.9K | ﹤0.01% | 4,150 -19,086 | -82% | -$17.9K | |||
| $3.9K | ﹤0.01% | +1,718 | New | +$3.9K | |||
| $3.9K | ﹤0.01% | 128 +127 | +12,700% | +$3.87K | |||
| $3.89K | ﹤0.01% | +155 | New | +$3.89K | |||
| $3.89K | ﹤0.01% | 2,989 +2,910 | +3,684% | +$3.78K | |||
| $3.87K | ﹤0.01% | +1,573 | New | +$3.87K | |||
| $3.84K | ﹤0.01% | 1,140 +38 | +3% | +$128 | |||
| $3.83K | ﹤0.01% | 81 -39 | -33% | -$1.85K | |||
| $3.82K | ﹤0.01% | 151 +35 | +30% | +$885 | |||
| $3.79K | ﹤0.01% | +781 | New | +$3.79K | |||
| $3.78K | ﹤0.01% | 50,387 +2,191 | +5% | +$164 | |||
| $3.76K | ﹤0.01% | 161 +30 | +23% | +$701 | |||
| $3.76K | ﹤0.01% | 74 -126 | -63% | -$6.4K | |||
| $3.75K | ﹤0.01% | 63 -16 | -20% | -$951 |
