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 | |
|---|---|---|---|---|---|---|---|
| – | – | -1,111 | Closed | -$41.6K | |||
| – | – | -3,350 | Closed | -$63.5K | |||
| – | – | -52 | Closed | -$514 | |||
| – | – | -100 | Closed | -$5.13K | |||
| – | – | -797 | Closed | -$30K | |||
| – | – | -98 | Closed | -$4.98K | |||
| – | – | -131 | Closed | -$3.54K | |||
| – | – | -12 | Closed | -$285 | |||
| – | – | -583 | Closed | -$18.8K | |||
| – | – | -278 | Closed | -$7.1K | |||
| – | – | -1,395 | Closed | -$40.1K | |||
| $0 | ﹤0.01% | 1 -14,031 | -100% | – | |||
| – | – | -5,764 | Closed | -$128K | |||
| – | – | -335 | Closed | -$1.73K | |||
| – | – | -6,197 | Closed | -$118K | |||
| – | – | -365 | Closed | -$4.69K | |||
| – | – | -4,297 | Closed | -$6.15K | |||
| – | – | -225 | Closed | -$7.03K | |||
| – | – | -2 | Closed | -$65 | |||
| – | – | -40,208 | Closed | -$59.1K | |||
| – | – | -294 | Closed | -$10.1K | |||
| – | – | -52 | Closed | -$1.17K | |||
| – | – | -8,546 | Closed | -$91K | |||
| – | – | -158 | Closed | -$4.53K | |||
| – | – | -130 | Closed | -$2.98K |
