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 | |
|---|---|---|---|---|---|---|---|
| $126 | ﹤0.01% | 12,600 | – | – | |||
| $124 | ﹤0.01% | 4 -2,479 | -100% | -$76.8K | |||
| $120 | ﹤0.01% | +3,000 | New | +$120 | |||
| $119 | ﹤0.01% | 53 -146 | -73% | -$328 | |||
| $115 | ﹤0.01% | 10 | – | – | |||
| $113 | ﹤0.01% | 6 -2,180 | -100% | -$41.1K | |||
| $111 | ﹤0.01% | 10 | – | – | |||
| $111 | ﹤0.01% | 300 -6,514 | -96% | -$2.41K | |||
| $109 | ﹤0.01% | +9 | New | +$109 | |||
| $106 | ﹤0.01% | 78 -1,005 | -93% | -$1.37K | |||
| $105 | ﹤0.01% | 71 -17,211 | -100% | -$25.5K | |||
| $105 | ﹤0.01% | 164 -21,790 | -99% | -$14K | |||
| $105 | ﹤0.01% | 2,992 +1,855 | +163% | +$65 | |||
| $102 | ﹤0.01% | 2,609 -13,735 | -84% | -$537 | |||
| $102 | ﹤0.01% | 51 -355 | -87% | -$710 | |||
| $101 | ﹤0.01% | 4 | – | – | |||
| $100 | ﹤0.01% | 113 -3,904 | -97% | -$3.46K | |||
| $99 | ﹤0.01% | 331 -2,930 | -90% | -$876 | |||
| $99 | ﹤0.01% | 50 -638 | -93% | -$1.26K | |||
| $97 | ﹤0.01% | 6,479 -32,297 | -83% | -$484 | |||
| $97 | ﹤0.01% | 8 -170 | -96% | -$2.06K | |||
| $95 | ﹤0.01% | 2,880 +1,510 | +110% | +$50 | |||
| $94 | ﹤0.01% | +2,468 | New | +$94 | |||
| $93 | ﹤0.01% | 2,726 +674 | +33% | +$23 | |||
| $92 | ﹤0.01% | 461 -440 | -49% | -$88 |
