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 | |
|---|---|---|---|---|---|---|---|
| $1.35K | ﹤0.01% | +15,046 | New | +$1.35K | |||
| $1.35K | ﹤0.01% | +119 | New | +$1.35K | |||
| $1.35K | ﹤0.01% | 80 +79 | +7,900% | +$1.34K | |||
| $1.35K | ﹤0.01% | 41 | – | – | |||
| $1.35K | ﹤0.01% | 1,350 -16,566 | -92% | -$16.6K | |||
| $1.34K | ﹤0.01% | 84 -202 | -71% | -$3.23K | |||
| $1.34K | ﹤0.01% | 64 -837 | -93% | -$17.6K | |||
| $1.34K | ﹤0.01% | 347 -234,923 | -100% | -$904K | |||
| $1.32K | ﹤0.01% | 3,000 +358 | +14% | +$158 | |||
| $1.32K | ﹤0.01% | 50 -270 | -84% | -$7.13K | |||
| $1.31K | ﹤0.01% | 338 -22,078 | -98% | -$85.2K | |||
| $1.3K | ﹤0.01% | +5,175 | New | +$1.3K | |||
| $1.28K | ﹤0.01% | 20 -161 | -89% | -$10.3K | |||
| $1.28K | ﹤0.01% | 122 | – | – | |||
| $1.27K | ﹤0.01% | 165 +100 | +154% | +$770 | |||
| $1.26K | ﹤0.01% | +1,829 | New | +$1.26K | |||
| $1.26K | ﹤0.01% | 95 -186 | -66% | -$2.47K | |||
| $1.26K | ﹤0.01% | +37 | New | +$1.26K | |||
| $1.26K | ﹤0.01% | 5,985 +933 | +18% | +$196 | |||
| $1.25K | ﹤0.01% | 2,146 -103,629 | -98% | -$60.1K | |||
| $1.24K | ﹤0.01% | +2,704 | New | +$1.24K | |||
| $1.23K | ﹤0.01% | +50 | New | +$1.23K | |||
| $1.22K | ﹤0.01% | 142 +140 | +7,000% | +$1.21K | |||
| $1.22K | ﹤0.01% | +48 | New | +$1.22K | |||
| $1.22K | ﹤0.01% | 405 -2,005 | -83% | -$6.04K |
