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 | |
|---|---|---|---|---|---|---|---|
| $53 | ﹤0.01% | 2 -69 | -97% | -$1.83K | |||
| $53 | ﹤0.01% | 2 | – | – | |||
| $52 | ﹤0.01% | +2,576 | New | +$52 | |||
| $51 | ﹤0.01% | 104 -54,892 | -100% | -$26.9K | |||
| $51 | ﹤0.01% | 2,672 +45 | +2% | +$1 | |||
| $51 | ﹤0.01% | 1 | – | – | |||
| $51 | ﹤0.01% | 1,691 -910 | -35% | -$27 | |||
| $50 | ﹤0.01% | 1 -2,662 | -100% | -$133K | |||
| $50 | ﹤0.01% | 552 -100 | -15% | -$9 | |||
| $50 | ﹤0.01% | 2 | – | – | |||
| $49 | ﹤0.01% | 87 -2,436 | -97% | -$1.37K | |||
| $48 | ﹤0.01% | 1 -587 | -100% | -$28.2K | |||
| $48 | ﹤0.01% | 2 | – | – | |||
| $48 | ﹤0.01% | 2,683 +60 | +2% | +$1 | |||
| $48 | ﹤0.01% | +2 | New | +$48 | |||
| $48 | ﹤0.01% | +2 | New | +$48 | |||
| $47 | ﹤0.01% | 2,330 -5 | -0.2% | – | |||
| $46 | ﹤0.01% | +1,151 | New | +$46 | |||
| $45 | ﹤0.01% | 1 -162 | -99% | -$7.29K | |||
| $45 | ﹤0.01% | +1,290 | New | +$45 | |||
| $44 | ﹤0.01% | 2,617 -1,525 | -37% | -$26 | |||
| $44 | ﹤0.01% | +2,616 | New | +$44 | |||
| $43 | ﹤0.01% | 2 -104 | -98% | -$2.24K | |||
| $43 | ﹤0.01% | +1 | New | +$43 | |||
| $43 | ﹤0.01% | 2,697 +2,555 | +1,799% | +$41 |
