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 | |
|---|---|---|---|---|---|---|---|
| $2.73K | ﹤0.01% | 250 | – | – | |||
| $2.73K | ﹤0.01% | 13,319 +2,319 | +21% | +$475 | |||
| $2.72K | ﹤0.01% | 290 +253 | +684% | +$2.38K | |||
| $2.72K | ﹤0.01% | 1,002 -874 | -47% | -$2.37K | |||
| $2.71K | ﹤0.01% | +100 | New | +$2.71K | |||
| $2.7K | ﹤0.01% | 15,698 +12,908 | +463% | +$2.22K | |||
| $2.65K | ﹤0.01% | 104 +30 | +41% | +$765 | |||
| $2.65K | ﹤0.01% | +76 | New | +$2.65K | |||
| $2.65K | ﹤0.01% | 326 -2,273 | -87% | -$18.5K | |||
| $2.64K | ﹤0.01% | 99 -1 | -1% | -$27 | |||
| $2.64K | ﹤0.01% | +109 | New | +$2.64K | |||
| $2.63K | ﹤0.01% | 91 -310 | -77% | -$8.94K | |||
| $2.61K | ﹤0.01% | 2,792 -8,053 | -74% | -$7.54K | |||
| $2.61K | ﹤0.01% | +99 | New | +$2.61K | |||
| $2.58K | ﹤0.01% | 11 -105 | -91% | -$24.7K | |||
| $2.58K | ﹤0.01% | 124 -359 | -74% | -$7.46K | |||
| $2.58K | ﹤0.01% | 2,164 +927 | +75% | +$1.1K | |||
| $2.57K | ﹤0.01% | +29,559 | New | +$2.57K | |||
| $2.57K | ﹤0.01% | 79 -78 | -50% | -$2.54K | |||
| $2.56K | ﹤0.01% | +98 | New | +$2.56K | |||
| $2.55K | ﹤0.01% | 773 +589 | +320% | +$1.94K | |||
| $2.55K | ﹤0.01% | 1,746 -4,567 | -72% | -$6.67K | |||
| $2.55K | ﹤0.01% | 1,036 -25,858 | -96% | -$63.6K | |||
| $2.54K | ﹤0.01% | +2,162 | New | +$2.54K | |||
| $2.54K | ﹤0.01% | 157 -100 | -39% | -$1.62K |
