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 | |
|---|---|---|---|---|---|---|---|
| $11.1K | ﹤0.01% | 50 -456 | -90% | -$101K | |||
| $11.1K | ﹤0.01% | 32,665 -114,700 | -78% | -$39K | |||
| $11.1K | ﹤0.01% | 21,306 -123,753 | -85% | -$64.4K | |||
| $11.1K | ﹤0.01% | 604 -21,400 | -97% | -$392K | |||
| $11.1K | ﹤0.01% | +1,100 | New | +$11.1K | |||
| $11.1K | ﹤0.01% | 429 -993 | -70% | -$25.6K | |||
| $11K | ﹤0.01% | 342 -36 | -10% | -$1.16K | |||
| $11K | ﹤0.01% | 328 +243 | +286% | +$8.16K | |||
| $11K | ﹤0.01% | +400 | New | +$11K | |||
| $11K | ﹤0.01% | 1,950 +21 | +1% | +$118 | |||
| $11K | ﹤0.01% | +530 | New | +$11K | |||
| $11K | ﹤0.01% | 1,000 | – | – | |||
| $10.9K | ﹤0.01% | 68,005 +11,959 | +21% | +$1.93K | |||
| $10.9K | ﹤0.01% | 278 -2,204 | -89% | -$86.8K | |||
| $10.9K | ﹤0.01% | 713 -1,218 | -63% | -$18.7K | |||
| $10.9K | ﹤0.01% | +191 | New | +$10.9K | |||
| $10.9K | ﹤0.01% | 6,897 +6,139 | +810% | +$9.7K | |||
| $10.9K | ﹤0.01% | +518 | New | +$10.9K | |||
| $10.9K | ﹤0.01% | 68 +58 | +580% | +$9.28K | |||
| $10.9K | ﹤0.01% | +123 | New | +$10.9K | |||
| $10.9K | ﹤0.01% | 8,239 -9,142 | -53% | -$12.1K | |||
| $10.8K | ﹤0.01% | +179 | New | +$10.8K | |||
| $10.8K | ﹤0.01% | 39,653 +4,447 | +13% | +$1.21K | |||
| $10.8K | ﹤0.01% | 10,302 +7,630 | +286% | +$8.01K | |||
| $10.8K | ﹤0.01% | 6,269 -9 | -0.1% | -$15 |
