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 | |
|---|---|---|---|---|---|---|---|
| $672 | ﹤0.01% | +2,366 | New | +$672 | |||
| $670 | ﹤0.01% | 29 -20 | -41% | -$462 | |||
| $659 | ﹤0.01% | 27 -45 | -63% | -$1.1K | |||
| $659 | ﹤0.01% | 13,160 +11,152 | +555% | +$558 | |||
| $651 | ﹤0.01% | +104 | New | +$651 | |||
| $648 | ﹤0.01% | +19 | New | +$648 | |||
| $645 | ﹤0.01% | +22 | New | +$645 | |||
| $639 | ﹤0.01% | +1,885 | New | +$639 | |||
| $636 | ﹤0.01% | 513 -4 | -0.8% | -$5 | |||
| $632 | ﹤0.01% | 199 +196 | +6,533% | +$622 | |||
| $631 | ﹤0.01% | +37 | New | +$631 | |||
| $631 | ﹤0.01% | 1,001 +689 | +221% | +$434 | |||
| $630 | ﹤0.01% | 2,624 +1,774 | +209% | +$426 | |||
| $625 | ﹤0.01% | 17,871 +9,800 | +121% | +$343 | |||
| $622 | ﹤0.01% | +39 | New | +$622 | |||
| $621 | ﹤0.01% | 49 -1,586 | -97% | -$20.1K | |||
| $613 | ﹤0.01% | +25 | New | +$613 | |||
| $611 | ﹤0.01% | 22 -127 | -85% | -$3.53K | |||
| $606 | ﹤0.01% | 17 -11 | -39% | -$392 | |||
| $605 | ﹤0.01% | 6 -528 | -99% | -$53.2K | |||
| $602 | ﹤0.01% | 506 -11,571 | -96% | -$13.8K | |||
| $599 | ﹤0.01% | +2,867 | New | +$599 | |||
| $599 | ﹤0.01% | 291 -3,333 | -92% | -$6.86K | |||
| $593 | ﹤0.01% | +446 | New | +$593 | |||
| $588 | ﹤0.01% | 9 +3 | +50% | +$196 |
