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 | |
|---|---|---|---|---|---|---|---|
| – | – | -740 | Closed | -$31.5K | |||
| – | – | -19 | Closed | -$1.33K | |||
| – | – | -3,486 | Closed | -$5.96K | |||
| – | – | -30 | Closed | -$767 | |||
| – | – | -8,344 | Closed | -$273K | |||
| – | – | -54 | Closed | -$2.47K | |||
| – | – | -5,559 | Closed | -$160K | |||
| – | – | -349 | Closed | -$8.04K | |||
| – | – | -261 | Closed | -$13.2K | |||
| – | – | -157 | Closed | -$4.49K | |||
| – | – | -824 | Closed | -$37.5K | |||
| – | – | -1,381 | Closed | -$55.7K | |||
| $0 | ﹤0.01% | +1 | New | – | |||
| – | – | -14,465 | Closed | -$55.1K | |||
| – | – | -131 | Closed | -$4.14K | |||
| – | – | -37 | Closed | -$1.06K | |||
| – | – | -86 | Closed | -$220 | |||
| – | – | -3,633 | Closed | -$161K | |||
| – | – | -1,112 | Closed | -$55K | |||
| – | – | -1,111 | Closed | -$41.6K | |||
| – | – | -3,350 | Closed | -$63.5K | |||
| – | – | -52 | Closed | -$514 | |||
| – | – | -100 | Closed | -$5.13K | |||
| – | – | -797 | Closed | -$30K | |||
| – | – | -12 | Closed | -$285 |
