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 | |
|---|---|---|---|---|---|---|---|
| – | – | -6,400 | Closed | -$73.7K | |||
| – | – | -1,450 | Closed | -$3.84K | |||
| – | – | -129 | Closed | -$2.8K | |||
| – | – | -8,597 | Closed | -$7.03K | |||
| – | – | -258,944 | Closed | -$139K | |||
| – | – | -652 | Closed | -$1.43K | |||
| – | – | -139,240 | Closed | -$58.5K | |||
| – | – | -65,287 | Closed | -$92.1K | |||
| – | – | -3,166 | Closed | -$3.67K | |||
| – | – | -698 | Closed | -$17.2K | |||
| – | – | -783 | Closed | -$3.38K | |||
| – | – | -1,155 | Closed | -$1.7K | |||
| – | – | -4,830 | Closed | -$12.9K | |||
| – | – | -5,751 | Closed | -$15.4K | |||
| – | – | -36 | Closed | -$118 | |||
| – | – | -1,584 | Closed | -$2.38K | |||
| – | – | -4,415 | Closed | -$596 | |||
| – | – | -800 | Closed | -$16 | |||
| $0 | ﹤0.01% | 1 -41,111 | -100% | – | |||
| – | – | -355 | Closed | -$10.7K | |||
| – | – | -49,206 | Closed | -$28.1K | |||
| – | – | -1,235 | Closed | -$124K | |||
| – | – | -25 | Closed | -$1.21K | |||
| – | – | -98 | Closed | -$4.98K | |||
| – | – | -131 | Closed | -$3.54K |
