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 | |
|---|---|---|---|---|---|---|---|
| – | – | -8,800 | Closed | -$9.28K | |||
| – | – | -3,390 | Closed | -$6.68K | |||
| – | – | -156,254 | Closed | -$3.04M | |||
| – | – | -49,698 | Closed | -$89K | |||
| – | – | -3,692 | Closed | -$11.1K | |||
| – | – | -471,992 | Closed | -$28.6M | |||
| – | – | -64,167 | Closed | -$139K | |||
| – | – | -29,547 | Closed | -$171K | |||
| – | – | -17,804 | Closed | -$342K | |||
| – | – | -16,580 | Closed | -$450K | |||
| – | – | -600 | Closed | -$45 | |||
| – | – | -3 | Closed | -$36 | |||
| – | – | -106 | Closed | -$2.6K | |||
| – | – | -799 | Closed | -$22.8K | |||
| – | – | -679,089 | Closed | -$285K | |||
| – | – | -16,300 | Closed | -$326 | |||
| – | – | -604 | Closed | -$7.59K | |||
| – | – | -7,940 | Closed | -$6.72K | |||
| – | – | -254 | Closed | -$391 | |||
| – | – | -12,481 | Closed | -$12.7K | |||
| – | – | -7,375 | Closed | -$214K | |||
| – | – | -2,669 | Closed | -$55.1K | |||
| – | – | -261,091 | Closed | -$394K | |||
| – | – | -1,645 | Closed | -$83.2K | |||
| – | – | -2 | Closed | -$55 |
