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 | |
|---|---|---|---|---|---|---|---|
| $2.39K | ﹤0.01% | +14,082 | New | +$2.39K | |||
| $2.39K | ﹤0.01% | 108 -664 | -86% | -$14.7K | |||
| $2.38K | ﹤0.01% | 580 -5,082 | -90% | -$20.8K | |||
| $2.37K | ﹤0.01% | +49 | New | +$2.37K | |||
| $2.37K | ﹤0.01% | +90 | New | +$2.37K | |||
| $2.37K | ﹤0.01% | 47 +2 | +4% | +$101 | |||
| $2.36K | ﹤0.01% | 908 -5,053 | -85% | -$13.1K | |||
| $2.36K | ﹤0.01% | +100 | New | +$2.36K | |||
| $2.35K | ﹤0.01% | +51 | New | +$2.35K | |||
| $2.35K | ﹤0.01% | 54 | – | – | |||
| $2.34K | ﹤0.01% | +13,310 | New | +$2.34K | |||
| $2.34K | ﹤0.01% | +1,550 | New | +$2.34K | |||
| $2.34K | ﹤0.01% | 7,548 +5,835 | +341% | +$1.81K | |||
| $2.34K | ﹤0.01% | 1,104 -2,210 | -67% | -$4.68K | |||
| $2.32K | ﹤0.01% | +78 | New | +$2.32K | |||
| $2.32K | ﹤0.01% | +95 | New | +$2.32K | |||
| $2.31K | ﹤0.01% | +109 | New | +$2.31K | |||
| $2.3K | ﹤0.01% | 87 | – | – | |||
| $2.3K | ﹤0.01% | 197 +165 | +516% | +$1.92K | |||
| $2.3K | ﹤0.01% | +107 | New | +$2.3K | |||
| $2.29K | ﹤0.01% | +68 | New | +$2.29K | |||
| $2.29K | ﹤0.01% | +177 | New | +$2.29K | |||
| $2.29K | ﹤0.01% | 1,386 -16,905 | -92% | -$27.9K | |||
| $2.28K | ﹤0.01% | 79 +21 | +36% | +$607 | |||
| $2.28K | ﹤0.01% | 2,622 -649 | -20% | -$565 |
