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 | |
|---|---|---|---|---|---|---|---|
| – | – | -1,265 | Closed | -$38.5K | |||
| – | – | -105 | Closed | -$24 | |||
| – | – | -77 | Closed | -$1.94K | |||
| – | – | -100 | Closed | -$2.23K | |||
| – | – | -93 | Closed | -$3 | |||
| – | – | -6,903 | Closed | -$1.17K | |||
| – | – | -5,048 | Closed | -$14.6K | |||
| – | – | -50 | Closed | -$2.81K | |||
| – | – | -108 | Closed | -$3.17K | |||
| – | – | -5 | Closed | -$136 | |||
| – | – | -9,413 | Closed | -$313K | |||
| – | – | -4,593 | Closed | -$91K | |||
| – | – | -99 | Closed | -$1.76K | |||
| – | – | -8 | Closed | -$190 | |||
| – | – | -2,308 | Closed | -$48.2K | |||
| – | – | -312 | Closed | -$15.8K | |||
| – | – | -10 | Closed | -$101 | |||
| – | – | -1,923 | Closed | -$46.2K | |||
| – | – | -1,061 | Closed | -$27.1K | |||
| – | – | -3,494 | Closed | -$88.3K | |||
| – | – | -305 | Closed | -$7.67K | |||
| – | – | -17,199 | Closed | -$43K | |||
| – | – | -295 | Closed | -$14.8K | |||
| – | – | -2,373 | Closed | -$64 | |||
| – | – | -513 | Closed | -$12.8K |
