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 | |
|---|---|---|---|---|---|---|---|
| $11.6K | ﹤0.01% | 499 -3,029 | -86% | -$70.1K | |||
| $11.5K | ﹤0.01% | 8,010 +4,478 | +127% | +$6.45K | |||
| $11.5K | ﹤0.01% | 438 | – | – | |||
| $11.5K | ﹤0.01% | 20,898 | – | – | |||
| $11.5K | ﹤0.01% | 10,077 -51,884 | -84% | -$59.1K | |||
| $11.5K | ﹤0.01% | 398 -47 | -11% | -$1.36K | |||
| $11.5K | ﹤0.01% | 494 -1,304 | -73% | -$30.3K | |||
| $11.4K | ﹤0.01% | 11,330 +161 | +1% | +$163 | |||
| $11.4K | ﹤0.01% | 12,858 +12,843 | +85,620% | +$11.4K | |||
| $11.4K | ﹤0.01% | 2,600 +841 | +48% | +$3.7K | |||
| $11.4K | ﹤0.01% | 7,570 -8,379 | -53% | -$12.7K | |||
| $11.4K | ﹤0.01% | +1,998 | New | +$11.4K | |||
| $11.4K | ﹤0.01% | 374 -252 | -40% | -$7.7K | |||
| $11.4K | ﹤0.01% | 2,086 +1,518 | +267% | +$8.3K | |||
| $11.4K | ﹤0.01% | +861 | New | +$11.4K | |||
| $11.3K | ﹤0.01% | 6,711 +6,516 | +3,342% | +$11K | |||
| $11.3K | ﹤0.01% | 1,040 | – | – | |||
| $11.2K | ﹤0.01% | 12,602 +4,324 | +52% | +$3.86K | |||
| $11.2K | ﹤0.01% | 2,888 +1,691 | +141% | +$6.56K | |||
| $11.2K | ﹤0.01% | 30,267 +27,267 | +909% | +$10.1K | |||
| $11.2K | ﹤0.01% | 12,772 -525 | -4% | -$459 | |||
| $11.2K | ﹤0.01% | 1,021 | – | – | |||
| $11.2K | ﹤0.01% | 1,353 +1,323 | +4,410% | +$10.9K | |||
| $11.2K | ﹤0.01% | +550 | New | +$11.2K | |||
| $11.1K | ﹤0.01% | +1,185 | New | +$11.1K |
