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 | |
|---|---|---|---|---|---|---|---|
| $92 | ﹤0.01% | 2 | – | – | |||
| $92 | ﹤0.01% | 108 | – | – | |||
| $92 | ﹤0.01% | 4,583 -66 | -1% | -$1 | |||
| $87 | ﹤0.01% | +3,000 | New | +$87 | |||
| $86 | ﹤0.01% | +2,691 | New | +$86 | |||
| $85 | ﹤0.01% | 4 -110 | -96% | -$2.34K | |||
| $85 | ﹤0.01% | 2,670 | – | – | |||
| $84 | ﹤0.01% | 28 -3,810 | -99% | -$11.4K | |||
| $83 | ﹤0.01% | +2,754 | New | +$83 | |||
| $82 | ﹤0.01% | 973 -2,010 | -67% | -$169 | |||
| $82 | ﹤0.01% | 60 -19,124 | -100% | -$26.1K | |||
| $82 | ﹤0.01% | 3,021 -85 | -3% | -$2 | |||
| $82 | ﹤0.01% | 8 -63 | -89% | -$646 | |||
| $82 | ﹤0.01% | 1,823 -7,930 | -81% | -$357 | |||
| $82 | ﹤0.01% | 2,741 +1,591 | +138% | +$48 | |||
| $82 | ﹤0.01% | 8 -227 | -97% | -$2.33K | |||
| $81 | ﹤0.01% | 76 -33,419 | -100% | -$35.6K | |||
| $81 | ﹤0.01% | 5 -1,582 | -100% | -$25.6K | |||
| $79 | ﹤0.01% | +2,643 | New | +$79 | |||
| $78 | ﹤0.01% | 2,681 +669 | +33% | +$19 | |||
| $77 | ﹤0.01% | 1,029 | – | – | |||
| $76 | ﹤0.01% | 240 -3,347 | -93% | -$1.06K | |||
| $75 | ﹤0.01% | +3 | New | +$75 | |||
| $75 | ﹤0.01% | 142 -92,637 | -100% | -$48.9K | |||
| $74 | ﹤0.01% | 2,953 -5,214 | -64% | -$131 |
