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 | |
|---|---|---|---|---|---|---|---|
| $1.78K | ﹤0.01% | +71 | New | +$1.78K | |||
| $1.78K | ﹤0.01% | +71 | New | +$1.78K | |||
| $1.77K | ﹤0.01% | +2,642 | New | +$1.77K | |||
| $1.76K | ﹤0.01% | 1,775 +1,661 | +1,457% | +$1.64K | |||
| $1.76K | ﹤0.01% | +22,800 | New | +$1.76K | |||
| $1.75K | ﹤0.01% | 67 -57 | -46% | -$1.49K | |||
| $1.74K | ﹤0.01% | +723 | New | +$1.74K | |||
| $1.74K | ﹤0.01% | 70 -85 | -55% | -$2.11K | |||
| $1.74K | ﹤0.01% | 909 -100,108 | -99% | -$191K | |||
| $1.73K | ﹤0.01% | +8,248 | New | +$1.73K | |||
| $1.73K | ﹤0.01% | +19 | New | +$1.73K | |||
| $1.73K | ﹤0.01% | 67 -87 | -56% | -$2.24K | |||
| $1.72K | ﹤0.01% | +25 | New | +$1.72K | |||
| $1.72K | ﹤0.01% | 3,441 -8,401 | -71% | -$4.2K | |||
| $1.72K | ﹤0.01% | 3,667 -1,355 | -27% | -$634 | |||
| $1.72K | ﹤0.01% | 2,957 -45,838 | -94% | -$26.6K | |||
| $1.7K | ﹤0.01% | 163 -544 | -77% | -$5.68K | |||
| $1.69K | ﹤0.01% | +61 | New | +$1.69K | |||
| $1.69K | ﹤0.01% | 65 -3 | -4% | -$78 | |||
| $1.69K | ﹤0.01% | 1,172 -1,731 | -60% | -$2.49K | |||
| $1.67K | ﹤0.01% | +619 | New | +$1.67K | |||
| $1.67K | ﹤0.01% | 63 +44 | +232% | +$1.17K | |||
| $1.67K | ﹤0.01% | 96 -440 | -82% | -$7.65K | |||
| $1.66K | ﹤0.01% | 2,300 -481 | -17% | -$347 | |||
| $1.66K | ﹤0.01% | +65 | New | +$1.66K |
