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 | |
|---|---|---|---|---|---|---|---|
| $853 | ﹤0.01% | 1,640 -10,673 | -87% | -$5.55K | |||
| $843 | ﹤0.01% | 981 +882 | +891% | +$758 | |||
| $843 | ﹤0.01% | 34 -67 | -66% | -$1.66K | |||
| $842 | ﹤0.01% | +19 | New | +$842 | |||
| $837 | ﹤0.01% | +2,615 | New | +$837 | |||
| $835 | ﹤0.01% | 1,159 -11,628 | -91% | -$8.38K | |||
| $828 | ﹤0.01% | +39 | New | +$828 | |||
| $826 | ﹤0.01% | +47 | New | +$826 | |||
| $826 | ﹤0.01% | +17 | New | +$826 | |||
| $821 | ﹤0.01% | +39 | New | +$821 | |||
| $817 | ﹤0.01% | +10 | New | +$817 | |||
| $815 | ﹤0.01% | 388 -11 | -3% | -$23 | |||
| $811 | ﹤0.01% | +20,287 | New | +$811 | |||
| $804 | ﹤0.01% | 6,181 -470 | -7% | -$61 | |||
| $793 | ﹤0.01% | +34 | New | +$793 | |||
| $791 | ﹤0.01% | +27 | New | +$791 | |||
| $789 | ﹤0.01% | 456 -78,907 | -99% | -$137K | |||
| $789 | ﹤0.01% | 33 -10 | -23% | -$239 | |||
| $787 | ﹤0.01% | 373 -4,100 | -92% | -$8.65K | |||
| $779 | ﹤0.01% | 27 -44 | -62% | -$1.27K | |||
| $776 | ﹤0.01% | 2,675 +67 | +3% | +$19 | |||
| $773 | ﹤0.01% | +29 | New | +$773 | |||
| $768 | ﹤0.01% | 1,128 -12,703 | -92% | -$8.65K | |||
| $767 | ﹤0.01% | +2,996 | New | +$767 | |||
| $767 | ﹤0.01% | 75 -25 | -25% | -$256 |
