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 | |
|---|---|---|---|---|---|---|---|
| $8 | ﹤0.01% | 4 -9,585 | -100% | -$19.2K | |||
| $7 | ﹤0.01% | 1 -448 | -100% | -$3.14K | |||
| $6 | ﹤0.01% | +481 | New | +$6 | |||
| $6 | ﹤0.01% | 3 -5,932 | -100% | -$11.9K | |||
| $6 | ﹤0.01% | 768 +602 | +363% | +$5 | |||
| $6 | ﹤0.01% | 2 | – | – | |||
| $6 | ﹤0.01% | 4 -935 | -100% | -$1.4K | |||
| $6 | ﹤0.01% | 28 -501 | -95% | -$107 | |||
| $6 | ﹤0.01% | 566 -3,996 | -88% | -$42 | |||
| $6 | ﹤0.01% | 45 -2,794 | -98% | -$373 | |||
| $5 | ﹤0.01% | 10 | – | – | |||
| $5 | ﹤0.01% | 7 -6,245 | -100% | -$4.46K | |||
| $5 | ﹤0.01% | 1,823 +962 | +112% | +$3 | |||
| $5 | ﹤0.01% | 3 -3,169 | -100% | -$5.28K | |||
| $5 | ﹤0.01% | 6 | – | – | |||
| $5 | ﹤0.01% | 514 -100 | -16% | -$1 | |||
| $4 | ﹤0.01% | 2 +1 | +100% | +$2 | |||
| $4 | ﹤0.01% | 407 -8,902 | -96% | -$87 | |||
| $3 | ﹤0.01% | 3 -7,161 | -100% | -$7.16K | |||
| $3 | ﹤0.01% | +265 | New | +$3 | |||
| $3 | ﹤0.01% | 272 -2,240 | -89% | -$25 | |||
| $2 | ﹤0.01% | 1 -145,692 | -100% | -$291K | |||
| $2 | ﹤0.01% | 2 | – | – | |||
| $2 | ﹤0.01% | 1 -1,456 | -100% | -$2.91K | |||
| $2 | ﹤0.01% | 1 | – | – |
