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 | |
|---|---|---|---|---|---|---|---|
| – | – | -93 | Closed | -$3 | |||
| – | – | -29 | Closed | -$1.45K | |||
| – | – | -112 | Closed | -$3.05K | |||
| – | – | -8,886 | Closed | -$6.82K | |||
| – | – | -425 | Closed | -$4.27K | |||
| – | – | -179 | Closed | -$4.78K | |||
| – | – | -80,810 | Closed | -$54.2K | |||
| – | – | -102 | Closed | -$2.74K | |||
| – | – | -200 | Closed | -$3.14K | |||
| – | – | -1,048 | Closed | -$28.9K | |||
| – | – | -1,356 | Closed | -$12.7K | |||
| – | – | -45 | Closed | -$1.13K | |||
| – | – | -101 | Closed | -$2.6K | |||
| – | – | -3,082 | Closed | -$19.4K | |||
| – | – | -1,404 | Closed | -$30.6K | |||
| – | – | -55 | Closed | -$793 | |||
| – | – | -362 | Closed | -$9.16K | |||
| – | – | -296 | Closed | -$13.8K | |||
| – | – | -242 | Closed | -$5.16K | |||
| – | – | -5,301 | Closed | -$4.57K | |||
| – | – | -19,320 | Closed | -$24K | |||
| – | – | -6,903 | Closed | -$1.17K | |||
| – | – | -5,048 | Closed | -$14.6K | |||
| – | – | -50 | Closed | -$2.81K | |||
| – | – | -108 | Closed | -$3.17K |
