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 | |
|---|---|---|---|---|---|---|---|
| $23 | ﹤0.01% | 22 | – | – | |||
| $22 | ﹤0.01% | 3 -24,120 | -100% | -$177K | |||
| $22 | ﹤0.01% | 37 -1,505 | -98% | -$895 | |||
| $22 | ﹤0.01% | 1,201 +1,000 | +498% | +$18 | |||
| $22 | ﹤0.01% | 1 -55 | -98% | -$1.21K | |||
| $22 | ﹤0.01% | 21 -8,402 | -100% | -$8.8K | |||
| $22 | ﹤0.01% | 1 -147 | -99% | -$3.23K | |||
| $22 | ﹤0.01% | +1 | New | +$22 | |||
| $21 | ﹤0.01% | 56 -7,852 | -99% | -$2.95K | |||
| $21 | ﹤0.01% | 3,000 +2,640 | +733% | +$18 | |||
| $21 | ﹤0.01% | 1 -9 | -90% | -$189 | |||
| $20 | ﹤0.01% | 1,632 +1,400 | +603% | +$17 | |||
| $20 | ﹤0.01% | 500 | – | – | |||
| $20 | ﹤0.01% | 3,205 -4,503 | -58% | -$28 | |||
| $19 | ﹤0.01% | 1 | – | – | |||
| $19 | ﹤0.01% | 101 -120,038 | -100% | -$22.6K | |||
| $19 | ﹤0.01% | 108 -951 | -90% | -$167 | |||
| $19 | ﹤0.01% | 1,900 -100 | -5% | -$1 | |||
| $18 | ﹤0.01% | 47 -5,914 | -99% | -$2.27K | |||
| $18 | ﹤0.01% | 2 | – | – | |||
| $18 | ﹤0.01% | 483 -7,966 | -94% | -$297 | |||
| $16 | ﹤0.01% | +1 | New | +$16 | |||
| $16 | ﹤0.01% | 16 | – | – | |||
| $15 | ﹤0.01% | 1 -170 | -99% | -$2.55K | |||
| $15 | ﹤0.01% | +210 | New | +$15 |
