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 | |
|---|---|---|---|---|---|---|---|
| $1.09K | ﹤0.01% | +266 | New | +$1.09K | |||
| $1.09K | ﹤0.01% | +41 | New | +$1.09K | |||
| $1.08K | ﹤0.01% | 1,924 -1,582 | -45% | -$886 | |||
| $1.08K | ﹤0.01% | +1,537 | New | +$1.08K | |||
| $1.07K | ﹤0.01% | +2,960 | New | +$1.07K | |||
| $1.05K | ﹤0.01% | 1,103 -1,269 | -54% | -$1.21K | |||
| $1.05K | ﹤0.01% | 264 -309 | -54% | -$1.22K | |||
| $1.04K | ﹤0.01% | +41,632 | New | +$1.04K | |||
| $1.04K | ﹤0.01% | 62 | – | – | |||
| $1.03K | ﹤0.01% | +29 | New | +$1.03K | |||
| $1.02K | ﹤0.01% | 41 -95 | -70% | -$2.36K | |||
| $1.01K | ﹤0.01% | +54 | New | +$1.01K | |||
| $1.01K | ﹤0.01% | +100 | New | +$1.01K | |||
| $1.01K | ﹤0.01% | +43 | New | +$1.01K | |||
| $1.01K | ﹤0.01% | +100 | New | +$1.01K | |||
| $995 | ﹤0.01% | 29 +27 | +1,350% | +$926 | |||
| $992 | ﹤0.01% | 72 +67 | +1,340% | +$923 | |||
| $980 | ﹤0.01% | 215 -8 | -4% | -$36 | |||
| $963 | ﹤0.01% | +4,153 | New | +$963 | |||
| $962 | ﹤0.01% | 883 +398 | +82% | +$434 | |||
| $958 | ﹤0.01% | 160 -2,231 | -93% | -$13.4K | |||
| $955 | ﹤0.01% | 310 +301 | +3,344% | +$927 | |||
| $955 | ﹤0.01% | 442 +377 | +580% | +$815 | |||
| $954 | ﹤0.01% | 3,077 -21,224 | -87% | -$6.58K | |||
| $951 | ﹤0.01% | 7,788 +7,767 | +36,986% | +$948 |
