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 | +$2.93B | |
| 2 | +$2.12B | |
| 3 | +$1.43B | |
| 4 |
Amazon
AMZN
|
+$1.14B |
| 5 |
Meta Platforms (Facebook)
META
|
+$950M |
Top Sells
| 1 | +$530M | |
| 2 | +$482M | |
| 3 | +$362M | |
| 4 |
iShares Gold Trust
IAU
|
+$322M |
| 5 |
SPLK
Splunk Inc
SPLK
|
+$194M |
Sector Composition
| 1 | Technology | 20.23% |
| 2 | Financials | 10.34% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |