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 | |
|---|---|---|---|---|---|---|---|
| $12.4K | ﹤0.01% | +1,614 | New | +$12.4K | |||
| $12.4K | ﹤0.01% | 9,479 +4,036 | +74% | +$5.29K | |||
| $12.4K | ﹤0.01% | +2,029 | New | +$12.4K | |||
| $12.4K | ﹤0.01% | 3,374 -168 | -5% | -$618 | |||
| $12.4K | ﹤0.01% | 793 +594 | +298% | +$9.29K | |||
| $12.4K | ﹤0.01% | 1,305 -154 | -11% | -$1.46K | |||
| $12.3K | ﹤0.01% | +25,098 | New | +$12.3K | |||
| $12.3K | ﹤0.01% | 2,562 -3,121 | -55% | -$15K | |||
| $12.3K | ﹤0.01% | 18,071 -41,437 | -70% | -$28.2K | |||
| $12.3K | ﹤0.01% | +1,204 | New | +$12.3K | |||
| $12.3K | ﹤0.01% | +326 | New | +$12.3K | |||
| $12.3K | ﹤0.01% | 5,520 -5,075 | -48% | -$11.3K | |||
| $12.2K | ﹤0.01% | 10,775 +5,467 | +103% | +$6.21K | |||
| $12.2K | ﹤0.01% | 355 +155 | +78% | +$5.32K | |||
| $12.2K | ﹤0.01% | +492 | New | +$12.2K | |||
| $12.1K | ﹤0.01% | +53,963 | New | +$12.1K | |||
| $12.1K | ﹤0.01% | +1,606 | New | +$12.1K | |||
| $12.1K | ﹤0.01% | +1,155 | New | +$12.1K | |||
| $12.1K | ﹤0.01% | 518 -162 | -24% | -$3.79K | |||
| $12.1K | ﹤0.01% | 3,500 | – | – | |||
| $12.1K | ﹤0.01% | 411 -107 | -21% | -$3.15K | |||
| $12.1K | ﹤0.01% | +6,517 | New | +$12.1K | |||
| $12.1K | ﹤0.01% | 944 -56 | -6% | -$715 | |||
| $12K | ﹤0.01% | 400 -323 | -45% | -$9.71K | |||
| $12K | ﹤0.01% | 254 -120 | -32% | -$5.66K |
