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 | |
|---|---|---|---|---|---|---|---|
| – | – | -1,450 | Closed | -$3.84K | |||
| – | – | -129 | Closed | -$2.8K | |||
| – | – | -18 | Closed | -$435 | |||
| – | – | -39,132 | Closed | -$15.5K | |||
| – | – | -763 | Closed | -$500 | |||
| – | – | -13,575 | Closed | -$1.36K | |||
| – | – | -3,959,956 | Closed | -$26M | |||
| – | – | -168,392 | Closed | -$2.55M | |||
| – | – | -64,525 | Closed | -$1.65M | |||
| – | – | -1,495,138 | Closed | -$7.09M | |||
| – | – | -2,012,112 | Closed | -$68.8M | |||
| – | – | -36 | Closed | -$913 | |||
| – | – | -1,116,342 | Closed | -$1.33M | |||
| – | – | -921 | Closed | -$14 | |||
| – | – | -163,904 | Closed | -$122K | |||
| – | – | -4,200 | Closed | -$28.4K | |||
| – | – | -187 | Closed | -$3.86K | |||
| – | – | -1,366 | Closed | -$44.4K | |||
| – | – | -25,630 | Closed | -$552K | |||
| – | – | -110 | Closed | -$978 | |||
| – | – | -53,534 | Closed | -$19.3K | |||
| – | – | -1 | Closed | -$58 | |||
| – | – | -26 | Closed | -$1.49K | |||
| – | – | -58,000 | Closed | -$36.5K | |||
| – | – | -763 | Closed | -$1.72K |
