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 | |
|---|---|---|---|---|---|---|---|
| – | – | -1,392 | Closed | -$71.4K | |||
| – | – | -234 | Closed | -$16.7K | |||
| – | – | -500 | Closed | -$13 | |||
| – | – | -100 | Closed | -$5.01K | |||
| – | – | -1,933 | Closed | -$267 | |||
| – | – | -14,414 | Closed | -$7.06K | |||
| – | – | -718 | Closed | -$17.7K | |||
| – | – | -109 | Closed | -$3.31K | |||
| – | – | -2,134 | Closed | -$427 | |||
| – | – | -45 | Closed | -$1.29K | |||
| – | – | -2,159 | Closed | -$96.4K | |||
| – | – | -130 | Closed | -$3.28K | |||
| – | – | -233 | Closed | -$8.47K | |||
| – | – | -441 | Closed | -$8.78K | |||
| – | – | -99 | Closed | -$6.57K | |||
| – | – | -474 | Closed | -$12 | |||
| – | – | -129 | Closed | -$2.87K | |||
| – | – | -229 | Closed | -$13.3K | |||
| – | – | -29,218 | Closed | -$144K | |||
| – | – | -508 | Closed | -$18.6K | |||
| – | – | -477 | Closed | -$23.5K | |||
| – | – | -7 | Closed | -$176 | |||
| – | – | -426 | Closed | -$29.7K | |||
| – | – | -26 | Closed | -$822 | |||
| – | – | -69 | Closed | -$1.16K |
