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 | |
|---|---|---|---|---|---|---|---|
| – | – | -12 | Closed | -$368 | |||
| – | – | -27 | Closed | -$1.28K | |||
| – | – | -2 | Closed | -$59 | |||
| – | – | -87 | Closed | -$3.09K | |||
| – | – | -1,862 | Closed | -$48.1K | |||
| – | – | -200 | Closed | -$4.3K | |||
| – | – | -525 | Closed | -$13.7K | |||
| – | – | -86 | Closed | -$5.03K | |||
| – | – | -2,174 | Closed | -$13.2K | |||
| – | – | -2,483 | Closed | -$196 | |||
| – | – | -4,921 | Closed | -$6.74K | |||
| – | – | -19 | Closed | -$779 | |||
| – | – | -1,232 | Closed | -$40.7K | |||
| – | – | -2,676 | Closed | -$107 | |||
| – | – | -1,115 | Closed | -$1.49K | |||
| – | – | -450 | Closed | -$14.7K | |||
| – | – | -177 | Closed | -$7.65K | |||
| – | – | -11 | Closed | -$261 | |||
| – | – | -2,887 | Closed | -$12.4K | |||
| – | – | -162,455 | Closed | -$44.4K | |||
| – | – | -116 | Closed | -$3.33K | |||
| – | – | -2 | Closed | -$65 | |||
| – | – | -40,208 | Closed | -$59.1K | |||
| – | – | -4 | Closed | -$12 | |||
| – | – | -1,652 | Closed | -$57.3K |
