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 | |
|---|---|---|---|---|---|---|---|
| – | – | -847 | Closed | -$13.7K | |||
| – | – | -530 | Closed | -$18.6K | |||
| – | – | -628,958 | Closed | -$8.79M | |||
| – | – | -4 | Closed | – | |||
| – | – | -94 | Closed | -$905 | |||
| – | – | -4 | Closed | -$46 | |||
| – | – | -1,870 | Closed | -$34 | |||
| – | – | -310 | Closed | -$8.03K | |||
| – | – | -40 | Closed | -$1 | |||
| – | – | -120,549 | Closed | -$1.16M | |||
| – | – | -18,026 | Closed | -$58.8K | |||
| – | – | -80 | Closed | -$126 | |||
| – | – | -6,361 | Closed | -$79.3K | |||
| – | – | -57,827 | Closed | -$13K | |||
| – | – | -3,918 | Closed | -$13.7K | |||
| – | – | -12 | Closed | -$456 | |||
| – | – | -3,935,437 | Closed | -$472K | |||
| – | – | -277,814 | Closed | -$39.2M | |||
| – | – | -6,350 | Closed | -$24.3K | |||
| – | – | -6,476 | Closed | -$10.1K | |||
| – | – | -115,346 | Closed | -$44.5K | |||
| – | – | -57 | Closed | -$1.9K | |||
| – | – | -864 | Closed | -$34.7K | |||
| – | – | -282 | Closed | -$14.2K | |||
| – | – | -1,947 | Closed | -$6.53K |
