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 | |
|---|---|---|---|---|---|---|---|
| $74 | ﹤0.01% | +50 | New | +$74 | |||
| $73 | ﹤0.01% | 3,638 +1,068 | +42% | +$21 | |||
| $73 | ﹤0.01% | 54 -120 | -69% | -$162 | |||
| $73 | ﹤0.01% | 1,032 -2,879 | -74% | -$204 | |||
| $73 | ﹤0.01% | 1,451 -1,022 | -41% | -$51 | |||
| $72 | ﹤0.01% | 33 -228 | -87% | -$497 | |||
| $71 | ﹤0.01% | 2 | – | – | |||
| $70 | ﹤0.01% | +2,685 | New | +$70 | |||
| $69 | ﹤0.01% | 2,665 +1,007 | +61% | +$26 | |||
| $69 | ﹤0.01% | 900 -30,472 | -97% | -$2.34K | |||
| $67 | ﹤0.01% | +3 | New | +$67 | |||
| $64 | ﹤0.01% | +1 | New | +$64 | |||
| $64 | ﹤0.01% | 162 +19 | +13% | +$8 | |||
| $63 | ﹤0.01% | 10 | – | – | |||
| $62 | ﹤0.01% | +2,488 | New | +$62 | |||
| $61 | ﹤0.01% | +2 | New | +$61 | |||
| $60 | ﹤0.01% | 41 -41,708 | -100% | -$61K | |||
| $60 | ﹤0.01% | +3,000 | New | +$60 | |||
| $59 | ﹤0.01% | +10 | New | +$59 | |||
| $58 | ﹤0.01% | 358 -2,777 | -89% | -$450 | |||
| $57 | ﹤0.01% | 2,600 +1,462 | +128% | +$32 | |||
| $57 | ﹤0.01% | +709 | New | +$57 | |||
| $55 | ﹤0.01% | +21 | New | +$55 | |||
| $54 | ﹤0.01% | 891 -1,628 | -65% | -$99 | |||
| $53 | ﹤0.01% | +886 | New | +$53 |
