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 | |
|---|---|---|---|---|---|---|---|
| $30 | ﹤0.01% | 3 -12,380 | -100% | -$124K | |||
| $29 | ﹤0.01% | 40 | – | – | |||
| $29 | ﹤0.01% | 1 -2,511 | -100% | -$72.8K | |||
| $29 | ﹤0.01% | 71 | – | – | |||
| $28 | ﹤0.01% | 1 | – | – | |||
| $27 | ﹤0.01% | 1 | – | – | |||
| $27 | ﹤0.01% | 1 -53 | -98% | -$1.43K | |||
| $27 | ﹤0.01% | +1 | New | +$27 | |||
| $27 | ﹤0.01% | +1,589 | New | +$27 | |||
| $27 | ﹤0.01% | +1 | New | +$27 | |||
| $26 | ﹤0.01% | 1,172 +1,072 | +1,072% | +$24 | |||
| $26 | ﹤0.01% | +1,075 | New | +$26 | |||
| $26 | ﹤0.01% | 18 +1 | +6% | +$1 | |||
| $26 | ﹤0.01% | 1 | – | – | |||
| $25 | ﹤0.01% | 31 -14,042 | -100% | -$11.3K | |||
| $25 | ﹤0.01% | 1 | – | – | |||
| $25 | ﹤0.01% | 368 +27 | +8% | +$2 | |||
| $24 | ﹤0.01% | 1 -400 | -100% | -$9.6K | |||
| $24 | ﹤0.01% | 3 -80 | -96% | -$640 | |||
| $24 | ﹤0.01% | 2,670 +160 | +6% | +$1 | |||
| $24 | ﹤0.01% | +200 | New | +$24 | |||
| $23 | ﹤0.01% | 7 -593 | -99% | -$1.95K | |||
| $23 | ﹤0.01% | +1 | New | +$23 | |||
| $23 | ﹤0.01% | +450 | New | +$23 | |||
| $23 | ﹤0.01% | 6 -134,314 | -100% | -$515K |
