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 | |
|---|---|---|---|---|---|---|---|
| $42 | ﹤0.01% | 3 -4,118 | -100% | -$57.7K | |||
| $41 | ﹤0.01% | 1 -93 | -99% | -$3.81K | |||
| $41 | ﹤0.01% | +205 | New | +$41 | |||
| $40 | ﹤0.01% | 2,696 -7,584 | -74% | -$113 | |||
| $40 | ﹤0.01% | 2,699 +999 | +59% | +$15 | |||
| $40 | ﹤0.01% | 1,611 -23,078 | -93% | -$573 | |||
| $40 | ﹤0.01% | 2,658 -9 | -0.3% | – | |||
| $39 | ﹤0.01% | 3 +2 | +200% | +$26 | |||
| $38 | ﹤0.01% | +467 | New | +$38 | |||
| $37 | ﹤0.01% | 1 -148 | -99% | -$5.48K | |||
| $37 | ﹤0.01% | 2,648 -151 | -5% | -$2 | |||
| $36 | ﹤0.01% | 51 | – | – | |||
| $35 | ﹤0.01% | 74 -10,443 | -99% | -$4.94K | |||
| $35 | ﹤0.01% | +1 | New | +$35 | |||
| $35 | ﹤0.01% | 1 -24 | -96% | -$840 | |||
| $34 | ﹤0.01% | 1,095 +837 | +324% | +$26 | |||
| $34 | ﹤0.01% | 968 -332 | -26% | -$12 | |||
| $34 | ﹤0.01% | +2,600 | New | +$34 | |||
| $33 | ﹤0.01% | 2,988 +1,549 | +108% | +$17 | |||
| $33 | ﹤0.01% | +3,712 | New | +$33 | |||
| $33 | ﹤0.01% | 3 -9 | -75% | -$99 | |||
| $33 | ﹤0.01% | 1,850 -2 | -0.1% | – | |||
| $33 | ﹤0.01% | 2,724 +2,447 | +883% | +$30 | |||
| $32 | ﹤0.01% | 2 -1,010 | -100% | -$16.2K | |||
| $32 | ﹤0.01% | 1 -2 | -67% | -$64 |
