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 | |
|---|---|---|---|---|---|---|---|
| $380 | ﹤0.01% | 299 -15,802 | -98% | -$20.1K | |||
| $378 | ﹤0.01% | +24 | New | +$378 | |||
| $370 | ﹤0.01% | 163 -3,903 | -96% | -$8.86K | |||
| $368 | ﹤0.01% | 2,080 +1,880 | +940% | +$333 | |||
| $367 | ﹤0.01% | +8 | New | +$367 | |||
| $364 | ﹤0.01% | 13 +2 | +18% | +$56 | |||
| $361 | ﹤0.01% | +91 | New | +$361 | |||
| $359 | ﹤0.01% | 1,631 -575 | -26% | -$127 | |||
| $355 | ﹤0.01% | +11 | New | +$355 | |||
| $354 | ﹤0.01% | 7 | – | – | |||
| $352 | ﹤0.01% | +1,669 | New | +$352 | |||
| $344 | ﹤0.01% | 1,000 +866 | +646% | +$298 | |||
| $344 | ﹤0.01% | 316 -71,754 | -100% | -$78.1K | |||
| $343 | ﹤0.01% | +4,453 | New | +$343 | |||
| $332 | ﹤0.01% | +11 | New | +$332 | |||
| $329 | ﹤0.01% | +2,190 | New | +$329 | |||
| $327 | ﹤0.01% | 1,757 -3,847 | -69% | -$716 | |||
| $323 | ﹤0.01% | 32 | – | – | |||
| $322 | ﹤0.01% | +418 | New | +$322 | |||
| $321 | ﹤0.01% | 77 +40 | +108% | +$167 | |||
| $319 | ﹤0.01% | 253 -3,219 | -93% | -$4.06K | |||
| $318 | ﹤0.01% | 75 -12,923 | -99% | -$54.8K | |||
| $317 | ﹤0.01% | 2 -20 | -91% | -$3.17K | |||
| $316 | ﹤0.01% | 500 -14,476 | -97% | -$9.15K | |||
| $315 | ﹤0.01% | +216 | New | +$315 |
