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 | +$356M | |
| 2 | +$310M | |
| 3 | +$286M | |
| 4 |
VanEck Junior Gold Miners ETF
GDXJ
|
+$282M |
| 5 |
SPDR Gold Trust
GLD
|
+$276M |
Top Sells
| 1 | +$1.44B | |
| 2 | +$638M | |
| 3 | +$271M | |
| 4 |
Bank of America
BAC
|
+$219M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$190M |
Sector Composition
| 1 | Financials | 8.98% |
| 2 | Healthcare | 7.52% |
| 3 | Technology | 7.22% |
| 4 | Industrials | 6.42% |
| 5 | Energy | 6.32% |