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 | |
|---|---|---|---|---|---|---|---|
| $215 | ﹤0.01% | 105 -45 | -30% | -$92 | |||
| $214 | ﹤0.01% | +2,059 | New | +$214 | |||
| $212 | ﹤0.01% | 2,688 -251 | -9% | -$20 | |||
| $211 | ﹤0.01% | +21 | New | +$211 | |||
| $210 | ﹤0.01% | 71 -9,125 | -99% | -$27K | |||
| $207 | ﹤0.01% | 52 -3,181 | -98% | -$12.7K | |||
| $205 | ﹤0.01% | 13 -483 | -97% | -$7.62K | |||
| $204 | ﹤0.01% | 20 | – | – | |||
| $204 | ﹤0.01% | +4 | New | +$204 | |||
| $203 | ﹤0.01% | +1,500 | New | +$203 | |||
| $197 | ﹤0.01% | 4 -43 | -91% | -$2.12K | |||
| $192 | ﹤0.01% | 3,200 +365 | +13% | +$22 | |||
| $192 | ﹤0.01% | +19 | New | +$192 | |||
| $190 | ﹤0.01% | 2,713 -706 | -21% | -$49 | |||
| $189 | ﹤0.01% | 141 +138 | +4,600% | +$185 | |||
| $185 | ﹤0.01% | 240 -3,284 | -93% | -$2.53K | |||
| $185 | ﹤0.01% | +1,000 | New | +$185 | |||
| $181 | ﹤0.01% | 156 -11,183 | -99% | -$13K | |||
| $180 | ﹤0.01% | +8 | New | +$180 | |||
| $176 | ﹤0.01% | 6 | – | – | |||
| $173 | ﹤0.01% | 206 -241 | -54% | -$202 | |||
| $169 | ﹤0.01% | 5 | – | – | |||
| $168 | ﹤0.01% | 4 -89 | -96% | -$3.74K | |||
| $167 | ﹤0.01% | 1,266 -34,184 | -96% | -$4.51K | |||
| $167 | ﹤0.01% | 1,308 +1,290 | +7,167% | +$165 |
