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 | +$388M | |
| 2 | +$359M | |
| 3 | +$284M | |
| 4 |
TSMC
TSM
|
+$259M |
| 5 |
iShares China Large-Cap ETF
FXI
|
+$239M |
Top Sells
| 1 | +$911M | |
| 2 | +$825M | |
| 3 | +$683M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$381M |
| 5 |
Willis Towers Watson
WTW
|
+$375M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Financials | 9.22% |
| 3 | Healthcare | 8.15% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Industrials | 5.4% |