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 | |
|---|---|---|---|---|---|---|---|
| $274 | ﹤0.01% | 2,689 -3,724 | -58% | -$379 | |||
| $270 | ﹤0.01% | +45 | New | +$270 | |||
| $269 | ﹤0.01% | 2,956 +2,856 | +2,856% | +$260 | |||
| $268 | ﹤0.01% | 119 -299 | -72% | -$673 | |||
| $267 | ﹤0.01% | +11 | New | +$267 | |||
| $266 | ﹤0.01% | +11 | New | +$266 | |||
| $264 | ﹤0.01% | 432 -698,697 | -100% | -$427K | |||
| $261 | ﹤0.01% | 163 -606 | -79% | -$970 | |||
| $251 | ﹤0.01% | 1,089 -1,673 | -61% | -$386 | |||
| $248 | ﹤0.01% | +37 | New | +$248 | |||
| $247 | ﹤0.01% | +10 | New | +$247 | |||
| $246 | ﹤0.01% | 10 | – | – | |||
| $242 | ﹤0.01% | 1 | – | – | |||
| $241 | ﹤0.01% | +32 | New | +$241 | |||
| $236 | ﹤0.01% | 10,729 -4,925 | -31% | -$108 | |||
| $232 | ﹤0.01% | +7 | New | +$232 | |||
| $230 | ﹤0.01% | 1,228 -1,443 | -54% | -$270 | |||
| $230 | ﹤0.01% | 9 +4 | +80% | +$102 | |||
| $229 | ﹤0.01% | +2,408 | New | +$229 | |||
| $228 | ﹤0.01% | 2,615 | – | – | |||
| $223 | ﹤0.01% | 3,711 -42,070 | -92% | -$2.53K | |||
| $221 | ﹤0.01% | 10,500 +7,834 | +294% | +$165 | |||
| $220 | ﹤0.01% | 11 -12 | -52% | -$240 | |||
| $220 | ﹤0.01% | 15 -172 | -92% | -$2.52K | |||
| $218 | ﹤0.01% | 200 -33,688 | -99% | -$36.7K |
