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 | |
|---|---|---|---|---|---|---|---|
| $2.09K | ﹤0.01% | 1,470 -28 | -2% | -$40 | |||
| $2.08K | ﹤0.01% | +219 | New | +$2.08K | |||
| $2.08K | ﹤0.01% | 708 -608,537 | -100% | -$1.79M | |||
| $2.08K | ﹤0.01% | 1,112 -4,542 | -80% | -$8.49K | |||
| $2.07K | ﹤0.01% | 58 +39 | +205% | +$1.39K | |||
| $2.07K | ﹤0.01% | +1,968 | New | +$2.07K | |||
| $2.07K | ﹤0.01% | +63 | New | +$2.07K | |||
| $2.06K | ﹤0.01% | +88 | New | +$2.06K | |||
| $2.06K | ﹤0.01% | 15,857 +3,194 | +25% | +$415 | |||
| $2.06K | ﹤0.01% | +77 | New | +$2.06K | |||
| $2.05K | ﹤0.01% | +30 | New | +$2.05K | |||
| $2.05K | ﹤0.01% | 83 | – | – | |||
| $2.05K | ﹤0.01% | 100 -20 | -17% | -$409 | |||
| $2.05K | ﹤0.01% | 12,327 -46,526 | -79% | -$7.72K | |||
| $2.05K | ﹤0.01% | 200 | – | – | |||
| $2.04K | ﹤0.01% | 2,826 +2,685 | +1,904% | +$1.93K | |||
| $2.03K | ﹤0.01% | 16,220 -17,554 | -52% | -$2.2K | |||
| $2.02K | ﹤0.01% | 20,237 | – | – | |||
| $2.02K | ﹤0.01% | 86 | – | – | |||
| $2.01K | ﹤0.01% | 3,535 -4,088 | -54% | -$2.33K | |||
| $1.99K | ﹤0.01% | 80 | – | – | |||
| $1.99K | ﹤0.01% | 62 | – | – | |||
| $1.99K | ﹤0.01% | 6,527 -11,673 | -64% | -$3.56K | |||
| $1.99K | ﹤0.01% | 7,285 -34,120 | -82% | -$9.31K | |||
| $1.99K | ﹤0.01% | 57 +34 | +148% | +$1.19K |
