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 | |
|---|---|---|---|---|---|---|---|
| – | – | -86 | Closed | -$7.34K | |||
| – | – | -67,441 | Closed | -$167K | |||
| $0 | ﹤0.01% | 1 -3,117 | -100% | – | |||
| – | – | -82 | Closed | -$1.99K | |||
| – | – | -27,951 | Closed | -$77.7K | |||
| – | – | -751 | Closed | -$17.7K | |||
| – | – | -403 | Closed | -$10.2K | |||
| – | – | -8,906 | Closed | -$271K | |||
| – | – | -34 | Closed | -$886 | |||
| – | – | -125 | Closed | -$4.04K | |||
| – | – | -34,867 | Closed | -$1.4K | |||
| – | – | -78 | Closed | -$2.44K | |||
| – | – | -140 | Closed | -$2.76K | |||
| – | – | -127 | Closed | -$7.4K | |||
| – | – | -170 | Closed | -$7.76K | |||
| – | – | -653 | Closed | -$66.9K | |||
| – | – | -43 | Closed | -$2.03K | |||
| – | – | -116 | Closed | -$2.89K | |||
| – | – | -146,300 | Closed | -$468K | |||
| – | – | -2,640 | Closed | -$55 | |||
| – | – | -61 | Closed | -$1.97K | |||
| – | – | -17,676 | Closed | -$26.9K | |||
| – | – | -70 | Closed | -$508 | |||
| – | – | -2 | Closed | -$14 | |||
| – | – | -1,652 | Closed | -$31K |
