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 | |
|---|---|---|---|---|---|---|---|
| $442 | ﹤0.01% | 291 -4,597 | -94% | -$6.98K | |||
| $438 | ﹤0.01% | +749 | New | +$438 | |||
| $436 | ﹤0.01% | 105 -2,975 | -97% | -$12.4K | |||
| $436 | ﹤0.01% | +734 | New | +$436 | |||
| $434 | ﹤0.01% | +15 | New | +$434 | |||
| $432 | ﹤0.01% | 127 +6 | +5% | +$20 | |||
| $431 | ﹤0.01% | +9 | New | +$431 | |||
| $425 | ﹤0.01% | 5,448 -3,240 | -37% | -$253 | |||
| $425 | ﹤0.01% | +17 | New | +$425 | |||
| $421 | ﹤0.01% | 220 -105 | -32% | -$201 | |||
| $417 | ﹤0.01% | 2,607 | – | – | |||
| $412 | ﹤0.01% | 859 -3,408 | -80% | -$1.64K | |||
| $412 | ﹤0.01% | 2,729 -1,688 | -38% | -$255 | |||
| $409 | ﹤0.01% | 2,201 +2,199 | +109,950% | +$409 | |||
| $409 | ﹤0.01% | +57 | New | +$409 | |||
| $404 | ﹤0.01% | +248 | New | +$404 | |||
| $403 | ﹤0.01% | 1,613 +1,513 | +1,513% | +$378 | |||
| $402 | ﹤0.01% | 15 -96 | -86% | -$2.57K | |||
| $402 | ﹤0.01% | +12 | New | +$402 | |||
| $396 | ﹤0.01% | 20 -1,883 | -99% | -$37.3K | |||
| $392 | ﹤0.01% | +23 | New | +$392 | |||
| $384 | ﹤0.01% | +2,740 | New | +$384 | |||
| $384 | ﹤0.01% | 25 -101 | -80% | -$1.55K | |||
| $382 | ﹤0.01% | +8 | New | +$382 | |||
| $381 | ﹤0.01% | 5,078 -31,972 | -86% | -$2.4K |
