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 | |
|---|---|---|---|---|---|---|---|
| $583 | ﹤0.01% | +24 | New | +$583 | |||
| $582 | ﹤0.01% | 2,841 +2,747 | +2,922% | +$563 | |||
| $582 | ﹤0.01% | +8 | New | +$582 | |||
| $580 | ﹤0.01% | 1,439 +1,285 | +834% | +$518 | |||
| $580 | ﹤0.01% | +19 | New | +$580 | |||
| $578 | ﹤0.01% | 238 -55,598 | -100% | -$135K | |||
| $577 | ﹤0.01% | +6,558 | New | +$577 | |||
| $575 | ﹤0.01% | +2,615 | New | +$575 | |||
| $572 | ﹤0.01% | 2,612 +1,712 | +190% | +$375 | |||
| $570 | ﹤0.01% | 5 -1,431 | -100% | -$163K | |||
| $570 | ﹤0.01% | 1,628 -1,064 | -40% | -$373 | |||
| $566 | ﹤0.01% | +121 | New | +$566 | |||
| $563 | ﹤0.01% | +2,192 | New | +$563 | |||
| $562 | ﹤0.01% | +52 | New | +$562 | |||
| $558 | ﹤0.01% | +26 | New | +$558 | |||
| $554 | ﹤0.01% | 29 -83 | -74% | -$1.59K | |||
| $553 | ﹤0.01% | 211 -8,845 | -98% | -$23.2K | |||
| $553 | ﹤0.01% | 7,904 -3,411 | -30% | -$239 | |||
| $550 | ﹤0.01% | +31 | New | +$550 | |||
| $545 | ﹤0.01% | +2,351 | New | +$545 | |||
| $541 | ﹤0.01% | 564 +527 | +1,424% | +$506 | |||
| $540 | ﹤0.01% | 1,800 -11,217 | -86% | -$3.37K | |||
| $540 | ﹤0.01% | +20 | New | +$540 | |||
| $523 | ﹤0.01% | 302 +298 | +7,450% | +$516 | |||
| $521 | ﹤0.01% | +122 | New | +$521 |
