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 | |
|---|---|---|---|---|---|---|---|
| – | – | -10,675 | Closed | -$774K | |||
| – | – | -660 | Closed | -$19.3K | |||
| – | – | -280 | Closed | -$18.6K | |||
| – | – | -1,205 | Closed | -$54.7K | |||
| – | – | -1,469 | Closed | -$70.2K | |||
| – | – | -1 | Closed | -$18 | |||
| – | – | -4 | Closed | -$218 | |||
| – | – | -6 | Closed | -$422 | |||
| – | – | -10,491 | Closed | -$15.3K | |||
| – | – | -475 | Closed | -$23.6K | |||
| – | – | -43 | Closed | -$1.87K | |||
| – | – | -6 | Closed | -$136 | |||
| – | – | -2,292 | Closed | -$123K | |||
| – | – | -1,661 | Closed | -$16.8K | |||
| – | – | -207 | Closed | -$10.7K | |||
| – | – | -32 | Closed | -$1.21K | |||
| – | – | -238 | Closed | -$7.24K | |||
| – | – | -28 | Closed | -$721 | |||
| – | – | -36 | Closed | -$890 | |||
| – | – | -113 | Closed | -$2.79K | |||
| – | – | -1,095 | Closed | -$3.7K | |||
| – | – | -243 | Closed | -$11.7K | |||
| – | – | -2,544 | Closed | -$598 | |||
| – | – | -5 | Closed | -$47 | |||
| – | – | -2,660 | Closed | -$5.93K |
