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 | |
|---|---|---|---|---|---|---|---|
| – | – | -1,292 | Closed | -$31.1K | |||
| – | – | -1,666 | Closed | -$33.5K | |||
| – | – | -14,403 | Closed | -$251K | |||
| – | – | -6 | Closed | -$170 | |||
| – | – | -2,012 | Closed | -$1.91K | |||
| – | – | -95 | Closed | -$595 | |||
| – | – | -500 | Closed | -$2.11K | |||
| – | – | -409 | Closed | -$12.2K | |||
| – | – | -284 | Closed | -$19K | |||
| – | – | -3,020 | Closed | -$156K | |||
| – | – | -54,808 | Closed | -$19K | |||
| – | – | -454 | Closed | -$9.46K | |||
| – | – | -674 | Closed | -$17.4K | |||
| – | – | -1,596 | Closed | -$56.5K | |||
| – | – | -4,762 | Closed | -$28.7K | |||
| – | – | -2 | Closed | -$2 | |||
| – | – | -750 | Closed | -$16.2K | |||
| – | – | -558 | Closed | -$12.1K | |||
| – | – | -2,666 | Closed | -$21 | |||
| – | – | -5,059 | Closed | -$152 | |||
| – | – | -4,801 | Closed | -$112K | |||
| – | – | -154,328 | Closed | -$54.5K | |||
| – | – | -969 | Closed | -$145 | |||
| – | – | -2,700 | Closed | -$30.5K | |||
| – | – | -1,234,940 | Closed | -$308M |
