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 | |
|---|---|---|---|---|---|---|---|
| $948 | ﹤0.01% | +17,564 | New | +$948 | |||
| $939 | ﹤0.01% | 706 -408 | -37% | -$543 | |||
| $931 | ﹤0.01% | 1,490 -776 | -34% | -$485 | |||
| $931 | ﹤0.01% | 50 -73 | -59% | -$1.36K | |||
| $923 | ﹤0.01% | +68 | New | +$923 | |||
| $921 | ﹤0.01% | 990 -907 | -48% | -$844 | |||
| $918 | ﹤0.01% | +349 | New | +$918 | |||
| $917 | ﹤0.01% | 33 -342 | -91% | -$9.5K | |||
| $914 | ﹤0.01% | 50 -9,548 | -99% | -$175K | |||
| $912 | ﹤0.01% | 86 +83 | +2,767% | +$880 | |||
| $911 | ﹤0.01% | 33 | – | – | |||
| $906 | ﹤0.01% | 36 | – | – | |||
| $905 | ﹤0.01% | +90 | New | +$905 | |||
| $900 | ﹤0.01% | 489 -24,340 | -98% | -$44.8K | |||
| $890 | ﹤0.01% | 207 -7,221 | -97% | -$31K | |||
| $885 | ﹤0.01% | 2,900 +1,123 | +63% | +$343 | |||
| $883 | ﹤0.01% | 285 -12,182 | -98% | -$37.7K | |||
| $880 | ﹤0.01% | +80 | New | +$880 | |||
| $874 | ﹤0.01% | 8 -49 | -86% | -$5.35K | |||
| $868 | ﹤0.01% | 217 -442 | -67% | -$1.77K | |||
| $867 | ﹤0.01% | 71 +70 | +7,000% | +$855 | |||
| $867 | ﹤0.01% | 561 -3,641 | -87% | -$5.63K | |||
| $866 | ﹤0.01% | 40 -740 | -95% | -$16K | |||
| $865 | ﹤0.01% | 28 -23 | -45% | -$711 | |||
| $864 | ﹤0.01% | 201 -1,681 | -89% | -$7.23K |
