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 | |
|---|---|---|---|---|---|---|---|
| – | – | -1,270 | Closed | -$6.38K | |||
| – | – | -2,692 | Closed | -$485 | |||
| – | – | -3,734 | Closed | -$612 | |||
| – | – | -83 | Closed | -$3.65K | |||
| – | – | -29 | Closed | -$654 | |||
| – | – | -651 | Closed | -$16K | |||
| – | – | -1,633 | Closed | -$122 | |||
| – | – | -359 | Closed | -$9.68K | |||
| – | – | -890 | Closed | -$7.11K | |||
| – | – | -252,509 | Closed | -$40.7K | |||
| – | – | -100 | Closed | -$2 | |||
| – | – | -116 | Closed | -$2.14K | |||
| – | – | -36 | Closed | -$878 | |||
| – | – | -99 | Closed | -$2.29K | |||
| – | – | -42 | Closed | -$1.08K | |||
| – | – | -1,261 | Closed | -$30.4K | |||
| – | – | -554 | Closed | -$9.27K | |||
| – | – | -595 | Closed | -$30.3K | |||
| – | – | -244 | Closed | -$6.27K | |||
| – | – | -209 | Closed | -$16.4K | |||
| – | – | -123 | Closed | -$4.69K | |||
| – | – | -2,027 | Closed | -$5.41K | |||
| – | – | -2,358 | Closed | -$68.7K | |||
| – | – | -2,677 | Closed | -$6.93K | |||
| – | – | -437 | Closed | -$18.2K |
