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 | |
|---|---|---|---|---|---|---|---|
| – | – | -280 | Closed | -$7.81K | |||
| – | – | -2 | Closed | -$2 | |||
| – | – | -750 | Closed | -$16.2K | |||
| – | – | -558 | Closed | -$12.1K | |||
| – | – | -2,666 | Closed | -$21 | |||
| – | – | -17 | Closed | -$46 | |||
| – | – | -1,265 | Closed | -$38.5K | |||
| – | – | -227 | Closed | -$6.15K | |||
| – | – | -108 | Closed | -$2.76K | |||
| – | – | -95 | Closed | -$2.73K | |||
| – | – | -2,787 | Closed | -$10.8K | |||
| – | – | -8,788 | Closed | -$75K | |||
| – | – | -105 | Closed | -$24 | |||
| – | – | -3 | Closed | -$88 | |||
| – | – | -517 | Closed | -$10.4K | |||
| – | – | -4,971 | Closed | -$127K | |||
| – | – | -27 | Closed | -$678 | |||
| – | – | -144 | Closed | -$4.01K | |||
| – | – | -225 | Closed | -$5.84K | |||
| – | – | -18,370 | Closed | -$310K | |||
| – | – | -102 | Closed | -$1.95K | |||
| – | – | -900 | Closed | -$39.6K | |||
| – | – | -59 | Closed | -$539 | |||
| – | – | -77 | Closed | -$1.94K | |||
| – | – | -100 | Closed | -$2.23K |
