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 | |
|---|---|---|---|---|---|---|---|
| $767 | ﹤0.01% | +2,644 | New | +$767 | |||
| $759 | ﹤0.01% | 33 -26 | -44% | -$598 | |||
| $759 | ﹤0.01% | 36 -629 | -95% | -$13.3K | |||
| $752 | ﹤0.01% | +23 | New | +$752 | |||
| $747 | ﹤0.01% | +33 | New | +$747 | |||
| $738 | ﹤0.01% | 829 -5,765 | -87% | -$5.13K | |||
| $737 | ﹤0.01% | 31 | – | – | |||
| $735 | ﹤0.01% | 656 -2,471 | -79% | -$2.77K | |||
| $731 | ﹤0.01% | 30 -162 | -84% | -$3.95K | |||
| $718 | ﹤0.01% | 23 | – | – | |||
| $717 | ﹤0.01% | +56 | New | +$717 | |||
| $715 | ﹤0.01% | 30 | – | – | |||
| $714 | ﹤0.01% | 2,205 -5,059 | -70% | -$1.64K | |||
| $713 | ﹤0.01% | 25 -549 | -96% | -$15.7K | |||
| $711 | ﹤0.01% | +29 | New | +$711 | |||
| $707 | ﹤0.01% | 520 +22 | +4% | +$30 | |||
| $704 | ﹤0.01% | 51 +35 | +219% | +$483 | |||
| $703 | ﹤0.01% | 67 | – | – | |||
| $700 | ﹤0.01% | +28 | New | +$700 | |||
| $692 | ﹤0.01% | 9 | – | – | |||
| $690 | ﹤0.01% | 31 +8 | +35% | +$178 | |||
| $686 | ﹤0.01% | 1,199 +387 | +48% | +$221 | |||
| $681 | ﹤0.01% | 9,722 +6,557 | +207% | +$459 | |||
| $675 | ﹤0.01% | 1,722 -15,587 | -90% | -$6.11K | |||
| $675 | ﹤0.01% | +50 | New | +$675 |
