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 | |
|---|---|---|---|---|---|---|---|
| $1.5K | ﹤0.01% | +38 | New | +$1.5K | |||
| $1.49K | ﹤0.01% | 1,502 -10,807 | -88% | -$10.7K | |||
| $1.48K | ﹤0.01% | +60 | New | +$1.48K | |||
| $1.47K | ﹤0.01% | 57 -41 | -42% | -$1.06K | |||
| $1.45K | ﹤0.01% | 34 -55 | -62% | -$2.35K | |||
| $1.45K | ﹤0.01% | +303 | New | +$1.45K | |||
| $1.44K | ﹤0.01% | 47 +15 | +47% | +$460 | |||
| $1.43K | ﹤0.01% | +4,775 | New | +$1.43K | |||
| $1.43K | ﹤0.01% | 132 -245 | -65% | -$2.65K | |||
| $1.43K | ﹤0.01% | 33 -59 | -64% | -$2.55K | |||
| $1.41K | ﹤0.01% | +29 | New | +$1.41K | |||
| $1.41K | ﹤0.01% | +995 | New | +$1.41K | |||
| $1.41K | ﹤0.01% | 28 -64 | -70% | -$3.21K | |||
| $1.41K | ﹤0.01% | 64 -49 | -43% | -$1.08K | |||
| $1.4K | ﹤0.01% | 58 +51 | +729% | +$1.23K | |||
| $1.4K | ﹤0.01% | +16 | New | +$1.4K | |||
| $1.39K | ﹤0.01% | 28 -94 | -77% | -$4.66K | |||
| $1.38K | ﹤0.01% | 1,153 -5,073 | -81% | -$6.09K | |||
| $1.37K | ﹤0.01% | 3,429 +2,574 | +301% | +$1.03K | |||
| $1.37K | ﹤0.01% | +66 | New | +$1.37K | |||
| $1.36K | ﹤0.01% | 21 +15 | +250% | +$973 | |||
| $1.36K | ﹤0.01% | +54 | New | +$1.36K | |||
| $1.36K | ﹤0.01% | +287 | New | +$1.36K | |||
| $1.36K | ﹤0.01% | 133 +33 | +33% | +$337 | |||
| $1.36K | ﹤0.01% | +45 | New | +$1.36K |
