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 | |
|---|---|---|---|---|---|---|---|
| $2.98K | ﹤0.01% | 1,000 | – | – | |||
| $2.97K | ﹤0.01% | 292 -3,736 | -93% | -$38K | |||
| $2.92K | ﹤0.01% | 681 -25,158 | -97% | -$108K | |||
| $2.9K | ﹤0.01% | 118 | – | – | |||
| $2.89K | ﹤0.01% | +54 | New | +$2.89K | |||
| $2.87K | ﹤0.01% | 1,004 -10,936 | -92% | -$31.3K | |||
| $2.86K | ﹤0.01% | 1,348 -32,555 | -96% | -$69K | |||
| $2.86K | ﹤0.01% | 97 +95 | +4,750% | +$2.8K | |||
| $2.86K | ﹤0.01% | 2,284 -3,550 | -61% | -$4.44K | |||
| $2.85K | ﹤0.01% | +7,559 | New | +$2.85K | |||
| $2.84K | ﹤0.01% | 800 -9,764 | -92% | -$34.7K | |||
| $2.83K | ﹤0.01% | 58 -54 | -48% | -$2.64K | |||
| $2.83K | ﹤0.01% | 124 -88 | -42% | -$2.01K | |||
| $2.82K | ﹤0.01% | +89 | New | +$2.82K | |||
| $2.82K | ﹤0.01% | 3,351 +3,139 | +1,481% | +$2.64K | |||
| $2.81K | ﹤0.01% | 14,553 -196,662 | -93% | -$38K | |||
| $2.79K | ﹤0.01% | +106 | New | +$2.79K | |||
| $2.79K | ﹤0.01% | +126 | New | +$2.79K | |||
| $2.77K | ﹤0.01% | +52 | New | +$2.77K | |||
| $2.77K | ﹤0.01% | +111 | New | +$2.77K | |||
| $2.76K | ﹤0.01% | 64 -565 | -90% | -$24.3K | |||
| $2.76K | ﹤0.01% | 1,621 +1,609 | +13,408% | +$2.74K | |||
| $2.74K | ﹤0.01% | 3,658 -25,135 | -87% | -$18.9K | |||
| $2.74K | ﹤0.01% | 227 +83 | +58% | +$1K | |||
| $2.74K | ﹤0.01% | +76 | New | +$2.74K |
