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 | |
|---|---|---|---|---|---|---|---|
| $3.74K | ﹤0.01% | 182 +59 | +48% | +$1.21K | |||
| $3.73K | ﹤0.01% | 207,380 -5,983 | -3% | -$108 | |||
| $3.71K | ﹤0.01% | 290 -178 | -38% | -$2.28K | |||
| $3.71K | ﹤0.01% | +229 | New | +$3.71K | |||
| $3.7K | ﹤0.01% | +490 | New | +$3.7K | |||
| $3.69K | ﹤0.01% | 155 +89 | +135% | +$2.12K | |||
| $3.69K | ﹤0.01% | +155 | New | +$3.69K | |||
| $3.67K | ﹤0.01% | 9,095 +5,866 | +182% | +$2.37K | |||
| $3.63K | ﹤0.01% | 12,236 -16,758 | -58% | -$4.98K | |||
| $3.63K | ﹤0.01% | 86 -5,771 | -99% | -$244K | |||
| $3.63K | ﹤0.01% | 2,374 +2,159 | +1,004% | +$3.3K | |||
| $3.63K | ﹤0.01% | 86 -5,571 | -98% | -$235K | |||
| $3.63K | ﹤0.01% | 168 -68 | -29% | -$1.47K | |||
| $3.63K | ﹤0.01% | 75 +63 | +525% | +$3.05K | |||
| $3.62K | ﹤0.01% | 2,034 +2,033 | +203,300% | +$3.62K | |||
| $3.62K | ﹤0.01% | 120 -524 | -81% | -$15.8K | |||
| $3.62K | ﹤0.01% | 1,080 -11,874 | -92% | -$39.8K | |||
| $3.59K | ﹤0.01% | +116 | New | +$3.59K | |||
| $3.58K | ﹤0.01% | 125 -127 | -50% | -$3.64K | |||
| $3.58K | ﹤0.01% | 32,538 +32,536 | +1,626,800% | +$3.58K | |||
| $3.56K | ﹤0.01% | 116 +15 | +15% | +$461 | |||
| $3.55K | ﹤0.01% | 39 -1,957 | -98% | -$178K | |||
| $3.55K | ﹤0.01% | +2,960 | New | +$3.55K | |||
| $3.55K | ﹤0.01% | +140 | New | +$3.55K | |||
| $3.54K | ﹤0.01% | 8,200 +5,319 | +185% | +$2.3K |
