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 | +$475M | |
| 2 | +$349M | |
| 3 | +$346M | |
| 4 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$261M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
+$251M |
Top Sells
| 1 | +$1.91B | |
| 2 | +$1.28B | |
| 3 | +$1.17B | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$1.11B |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$968M |
Sector Composition
| 1 | Technology | 15.02% |
| 2 | Financials | 9.09% |
| 3 | Consumer Discretionary | 8.56% |
| 4 | Healthcare | 7.93% |
| 5 | Communication Services | 6.65% |