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 | |
|---|---|---|---|---|---|---|---|
| $15 | ﹤0.01% | 40 -25,214 | -100% | -$9.46K | |||
| $15 | ﹤0.01% | +3 | New | +$15 | |||
| $15 | ﹤0.01% | 1 | – | – | |||
| $14 | ﹤0.01% | 20 -20 | -50% | -$14 | |||
| $14 | ﹤0.01% | +2,400 | New | +$14 | |||
| $13 | ﹤0.01% | 97 -1,153 | -92% | -$155 | |||
| $12 | ﹤0.01% | 1 | – | – | |||
| $12 | ﹤0.01% | 1 | – | – | |||
| $12 | ﹤0.01% | 419 -1,249 | -75% | -$36 | |||
| $12 | ﹤0.01% | +98 | New | +$12 | |||
| $12 | ﹤0.01% | +49 | New | +$12 | |||
| $11 | ﹤0.01% | +486 | New | +$11 | |||
| $11 | ﹤0.01% | 1 -39 | -98% | -$429 | |||
| $11 | ﹤0.01% | 22 | – | – | |||
| $11 | ﹤0.01% | 525 -1,605 | -75% | -$34 | |||
| $10 | ﹤0.01% | 373 -442 | -54% | -$12 | |||
| $10 | ﹤0.01% | 4 -27 | -87% | -$68 | |||
| $10 | ﹤0.01% | 691 -800 | -54% | -$12 | |||
| $10 | ﹤0.01% | 900 +396 | +79% | +$4 | |||
| $10 | ﹤0.01% | +1 | New | +$10 | |||
| $9 | ﹤0.01% | 3 -16,834 | -100% | -$50.5K | |||
| $9 | ﹤0.01% | 1 | – | – | |||
| $8 | ﹤0.01% | +500 | New | +$8 | |||
| $8 | ﹤0.01% | 3 -4,364 | -100% | -$11.6K | |||
| $8 | ﹤0.01% | +7 | New | +$8 |
