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 | |
|---|---|---|---|---|---|---|---|
| $165 | ﹤0.01% | 3 | – | – | |||
| $162 | ﹤0.01% | 175 -1,837 | -91% | -$1.7K | |||
| $159 | ﹤0.01% | 2,646 +1,470 | +125% | +$88 | |||
| $158 | ﹤0.01% | 64 -2,928 | -98% | -$7.23K | |||
| $158 | ﹤0.01% | 158 | – | – | |||
| $158 | ﹤0.01% | +2,639 | New | +$158 | |||
| $156 | ﹤0.01% | 2,640 -17,060 | -87% | -$1.01K | |||
| $155 | ﹤0.01% | 6 +1 | +20% | +$26 | |||
| $152 | ﹤0.01% | 337 -1,049 | -76% | -$473 | |||
| $152 | ﹤0.01% | 6 -115 | -95% | -$2.91K | |||
| $151 | ﹤0.01% | 2,657 +12 | +0.5% | +$1 | |||
| $149 | ﹤0.01% | 6 -49 | -89% | -$1.22K | |||
| $147 | ﹤0.01% | 16 -2,887 | -99% | -$26.5K | |||
| $147 | ﹤0.01% | 8 -61 | -88% | -$1.12K | |||
| $147 | ﹤0.01% | 2,487 -525 | -17% | -$31 | |||
| $145 | ﹤0.01% | 2,638 -82 | -3% | -$5 | |||
| $143 | ﹤0.01% | 5 -1,555 | -100% | -$44.5K | |||
| $143 | ﹤0.01% | 646 -7,923 | -92% | -$1.75K | |||
| $138 | ﹤0.01% | 50 | – | – | |||
| $137 | ﹤0.01% | +1,124 | New | +$137 | |||
| $137 | ﹤0.01% | +10 | New | +$137 | |||
| $134 | ﹤0.01% | 103 -2,294 | -96% | -$2.98K | |||
| $133 | ﹤0.01% | 1,304 -1,268 | -49% | -$129 | |||
| $132 | ﹤0.01% | 2,494 | – | – | |||
| $126 | ﹤0.01% | 5 | – | – |
