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 | |
|---|---|---|---|---|---|---|---|
| $3.25K | ﹤0.01% | +104 | New | +$3.25K | |||
| $3.25K | ﹤0.01% | 109 -4,873 | -98% | -$145K | |||
| $3.23K | ﹤0.01% | 12,757 +3,581 | +39% | +$906 | |||
| $3.22K | ﹤0.01% | 64 -236 | -79% | -$11.9K | |||
| $3.21K | ﹤0.01% | 34,196 +32,151 | +1,572% | +$3.02K | |||
| $3.19K | ﹤0.01% | 2,276 +527 | +30% | +$738 | |||
| $3.18K | ﹤0.01% | 29,141 -17,262 | -37% | -$1.88K | |||
| $3.18K | ﹤0.01% | +290 | New | +$3.18K | |||
| $3.17K | ﹤0.01% | 316 | – | – | |||
| $3.16K | ﹤0.01% | 3,097 -315 | -9% | -$321 | |||
| $3.14K | ﹤0.01% | 288 +287 | +28,700% | +$3.13K | |||
| $3.12K | ﹤0.01% | +1,236 | New | +$3.12K | |||
| $3.11K | ﹤0.01% | 144 +29 | +25% | +$627 | |||
| $3.1K | ﹤0.01% | 215 -5,577 | -96% | -$80.5K | |||
| $3.09K | ﹤0.01% | 1,850 -400 | -18% | -$668 | |||
| $3.09K | ﹤0.01% | +121 | New | +$3.09K | |||
| $3.07K | ﹤0.01% | +145 | New | +$3.07K | |||
| $3.06K | ﹤0.01% | 89 -973 | -92% | -$33.4K | |||
| $3.04K | ﹤0.01% | 100 | – | – | |||
| $3.04K | ﹤0.01% | 124 +54 | +77% | +$1.33K | |||
| $3.03K | ﹤0.01% | 812 -1,133 | -58% | -$4.23K | |||
| $3.02K | ﹤0.01% | 1,778 -101 | -5% | -$172 | |||
| $2.99K | ﹤0.01% | 86 +50 | +139% | +$1.74K | |||
| $2.99K | ﹤0.01% | 105 -20 | -16% | -$569 | |||
| $2.98K | ﹤0.01% | 99 -93 | -48% | -$2.8K |
