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 | |
|---|---|---|---|---|---|---|---|
| $1.64K | ﹤0.01% | +66 | New | +$1.64K | |||
| $1.64K | ﹤0.01% | +116,752 | New | +$1.64K | |||
| $1.63K | ﹤0.01% | +102 | New | +$1.63K | |||
| $1.62K | ﹤0.01% | +42 | New | +$1.62K | |||
| $1.62K | ﹤0.01% | 1,430 -54,087 | -97% | -$61.1K | |||
| $1.61K | ﹤0.01% | 53 -1,233 | -96% | -$37.4K | |||
| $1.61K | ﹤0.01% | 2,299 +299 | +15% | +$209 | |||
| $1.6K | ﹤0.01% | 236 -11,092 | -98% | -$75.3K | |||
| $1.6K | ﹤0.01% | +101 | New | +$1.6K | |||
| $1.6K | ﹤0.01% | 1,321 +1,028 | +351% | +$1.24K | |||
| $1.6K | ﹤0.01% | +156 | New | +$1.6K | |||
| $1.59K | ﹤0.01% | 60 -68 | -53% | -$1.8K | |||
| $1.59K | ﹤0.01% | 56 -144 | -72% | -$4.09K | |||
| $1.59K | ﹤0.01% | 1,104 -5,617 | -84% | -$8.09K | |||
| $1.59K | ﹤0.01% | 6,863 +4,164 | +154% | +$962 | |||
| $1.58K | ﹤0.01% | 4,195 -984 | -19% | -$371 | |||
| $1.58K | ﹤0.01% | 66 -26 | -28% | -$623 | |||
| $1.58K | ﹤0.01% | 42 +37 | +740% | +$1.39K | |||
| $1.58K | ﹤0.01% | +75 | New | +$1.58K | |||
| $1.58K | ﹤0.01% | 606 -4,928 | -89% | -$12.8K | |||
| $1.56K | ﹤0.01% | 59 | – | – | |||
| $1.54K | ﹤0.01% | 1,091 -99 | -8% | -$140 | |||
| $1.53K | ﹤0.01% | 2,359 +595 | +34% | +$387 | |||
| $1.53K | ﹤0.01% | 143 -35,624 | -100% | -$380K | |||
| $1.51K | ﹤0.01% | 100 +30 | +43% | +$453 |
