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 | |
|---|---|---|---|---|---|---|---|
| $516 | ﹤0.01% | 2,606 +2,571 | +7,346% | +$509 | |||
| $512 | ﹤0.01% | 400 -14,717 | -97% | -$18.8K | |||
| $512 | ﹤0.01% | +2,224 | New | +$512 | |||
| $510 | ﹤0.01% | 20 -45 | -69% | -$1.15K | |||
| $507 | ﹤0.01% | +31 | New | +$507 | |||
| $503 | ﹤0.01% | 20 -319 | -94% | -$8.02K | |||
| $501 | ﹤0.01% | +10 | New | +$501 | |||
| $501 | ﹤0.01% | +50 | New | +$501 | |||
| $495 | ﹤0.01% | 110 -1,320 | -92% | -$5.94K | |||
| $494 | ﹤0.01% | +20 | New | +$494 | |||
| $492 | ﹤0.01% | 21 -80,423 | -100% | -$1.88M | |||
| $492 | ﹤0.01% | +3,038 | New | +$492 | |||
| $490 | ﹤0.01% | +3,269 | New | +$490 | |||
| $486 | ﹤0.01% | 2,208 -298 | -12% | -$66 | |||
| $484 | ﹤0.01% | 2,601 +2,201 | +550% | +$410 | |||
| $477 | ﹤0.01% | 2,651 +2,370 | +843% | +$426 | |||
| $473 | ﹤0.01% | 8 -1,201 | -99% | -$71K | |||
| $470 | ﹤0.01% | 32 | – | – | |||
| $466 | ﹤0.01% | 313 -8,235 | -96% | -$12.3K | |||
| $461 | ﹤0.01% | +2,307 | New | +$461 | |||
| $460 | ﹤0.01% | +18 | New | +$460 | |||
| $459 | ﹤0.01% | +300 | New | +$459 | |||
| $450 | ﹤0.01% | 143 +103 | +258% | +$324 | |||
| $450 | ﹤0.01% | 3,000 +1,547 | +106% | +$232 | |||
| $447 | ﹤0.01% | 25 -975 | -98% | -$17.4K |
