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 | |
|---|---|---|---|---|---|---|---|
| $1.2K | ﹤0.01% | 280 -1,933 | -87% | -$8.31K | |||
| $1.2K | ﹤0.01% | +56 | New | +$1.2K | |||
| $1.2K | ﹤0.01% | 46 -429 | -90% | -$11.2K | |||
| $1.2K | ﹤0.01% | 44 -537 | -92% | -$14.6K | |||
| $1.19K | ﹤0.01% | +442 | New | +$1.19K | |||
| $1.19K | ﹤0.01% | 209 -100 | -32% | -$568 | |||
| $1.19K | ﹤0.01% | 40 -168 | -81% | -$4.98K | |||
| $1.19K | ﹤0.01% | 74 -402 | -84% | -$6.44K | |||
| $1.18K | ﹤0.01% | 152 -5,326 | -97% | -$41.5K | |||
| $1.18K | ﹤0.01% | 60 -73 | -55% | -$1.43K | |||
| $1.17K | ﹤0.01% | +59 | New | +$1.17K | |||
| $1.17K | ﹤0.01% | +72 | New | +$1.17K | |||
| $1.17K | ﹤0.01% | +36 | New | +$1.17K | |||
| $1.17K | ﹤0.01% | 583 +73 | +14% | +$146 | |||
| $1.15K | ﹤0.01% | +88 | New | +$1.15K | |||
| $1.15K | ﹤0.01% | +25 | New | +$1.15K | |||
| $1.15K | ﹤0.01% | 40 | – | – | |||
| $1.14K | ﹤0.01% | +174 | New | +$1.14K | |||
| $1.13K | ﹤0.01% | +3,434 | New | +$1.13K | |||
| $1.13K | ﹤0.01% | 1,956 -8,666 | -82% | -$4.98K | |||
| $1.12K | ﹤0.01% | 43 -41 | -49% | -$1.06K | |||
| $1.1K | ﹤0.01% | 42 -76 | -64% | -$1.99K | |||
| $1.09K | ﹤0.01% | 1,130 -1,897 | -63% | -$1.84K | |||
| $1.09K | ﹤0.01% | +45 | New | +$1.09K | |||
| $1.09K | ﹤0.01% | +25 | New | +$1.09K |
