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 | |
|---|---|---|---|---|---|---|---|
| $2.52K | ﹤0.01% | 10,576 +8,093 | +326% | +$1.93K | |||
| $2.51K | ﹤0.01% | +102 | New | +$2.51K | |||
| $2.51K | ﹤0.01% | +100 | New | +$2.51K | |||
| $2.5K | ﹤0.01% | 2,635 -6,683 | -72% | -$6.34K | |||
| $2.5K | ﹤0.01% | 2,272 +54 | +2% | +$59 | |||
| $2.5K | ﹤0.01% | 1,951 +831 | +74% | +$1.06K | |||
| $2.5K | ﹤0.01% | +100 | New | +$2.5K | |||
| $2.49K | ﹤0.01% | 1,193 -3,282 | -73% | -$6.86K | |||
| $2.49K | ﹤0.01% | +100 | New | +$2.49K | |||
| $2.48K | ﹤0.01% | 3,268 +947 | +41% | +$720 | |||
| $2.47K | ﹤0.01% | 88 +40 | +83% | +$1.12K | |||
| $2.47K | ﹤0.01% | 99 -5 | -5% | -$125 | |||
| $2.47K | ﹤0.01% | 99 -2,950 | -97% | -$73.5K | |||
| $2.46K | ﹤0.01% | +87 | New | +$2.46K | |||
| $2.45K | ﹤0.01% | 284 -2,563 | -90% | -$22.1K | |||
| $2.45K | ﹤0.01% | 1,000 +60 | +6% | +$147 | |||
| $2.44K | ﹤0.01% | 2,236 -5,268 | -70% | -$5.74K | |||
| $2.43K | ﹤0.01% | 460 +72 | +19% | +$381 | |||
| $2.43K | ﹤0.01% | 91 -28 | -24% | -$748 | |||
| $2.43K | ﹤0.01% | 8,346 -49,588 | -86% | -$14.4K | |||
| $2.43K | ﹤0.01% | 12,908 +8,082 | +167% | +$1.52K | |||
| $2.42K | ﹤0.01% | 2,446 +2,442 | +61,050% | +$2.42K | |||
| $2.41K | ﹤0.01% | 1,910 -2,592 | -58% | -$3.27K | |||
| $2.4K | ﹤0.01% | 2,000 -11,100 | -85% | -$13.3K | |||
| $2.4K | ﹤0.01% | 85 -39 | -31% | -$1.1K |
