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 | |
|---|---|---|---|---|---|---|---|
| $314 | ﹤0.01% | 262 -1,234 | -82% | -$1.48K | |||
| $313 | ﹤0.01% | 12 -4 | -25% | -$104 | |||
| $307 | ﹤0.01% | +32 | New | +$307 | |||
| $306 | ﹤0.01% | 200 -3,804 | -95% | -$5.82K | |||
| $306 | ﹤0.01% | 2,550 +2,438 | +2,177% | +$293 | |||
| $305 | ﹤0.01% | 18 -979 | -98% | -$16.6K | |||
| $302 | ﹤0.01% | 252 -2,367 | -90% | -$2.84K | |||
| $302 | ﹤0.01% | 100,683 +2,600 | +3% | +$8 | |||
| $301 | ﹤0.01% | 11 -249 | -96% | -$6.81K | |||
| $300 | ﹤0.01% | +10,000 | New | +$300 | |||
| $300 | ﹤0.01% | 12 | – | – | |||
| $299 | ﹤0.01% | 2,493 | – | – | |||
| $299 | ﹤0.01% | 13 -118 | -90% | -$2.71K | |||
| $297 | ﹤0.01% | 7 -421 | -98% | -$17.9K | |||
| $296 | ﹤0.01% | +1,345 | New | +$296 | |||
| $295 | ﹤0.01% | 166 +165 | +16,500% | +$293 | |||
| $294 | ﹤0.01% | +12 | New | +$294 | |||
| $294 | ﹤0.01% | +272 | New | +$294 | |||
| $290 | ﹤0.01% | 11 -31 | -74% | -$817 | |||
| $288 | ﹤0.01% | +10 | New | +$288 | |||
| $285 | ﹤0.01% | 21 +15 | +250% | +$204 | |||
| $281 | ﹤0.01% | +300 | New | +$281 | |||
| $279 | ﹤0.01% | +7 | New | +$279 | |||
| $279 | ﹤0.01% | 12,686 +12,570 | +10,836% | +$276 | |||
| $275 | ﹤0.01% | +324 | New | +$275 |
