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 | |
|---|---|---|---|---|---|---|---|
| – | – | -116 | Closed | -$244 | |||
| – | – | -212 | Closed | -$2.16K | |||
| – | – | -14,112 | Closed | -$21.2K | |||
| – | – | -1,416 | Closed | -$13.2K | |||
| – | – | -2,629 | Closed | -$736 | |||
| – | – | -377 | Closed | -$20.1K | |||
| – | – | -48 | Closed | -$1.22K | |||
| – | – | -131 | Closed | -$12.3K | |||
| – | – | -2,675 | Closed | -$136 | |||
| – | – | -428 | Closed | -$20.9K | |||
| – | – | -4,698 | Closed | -$93.4K | |||
| – | – | -2,138 | Closed | -$66.4K | |||
| – | – | -496 | Closed | -$16.7K | |||
| – | – | -104 | Closed | -$3.26K | |||
| – | – | -26 | Closed | -$896 | |||
| – | – | -8,939 | Closed | -$15.2K | |||
| – | – | -937 | Closed | -$39K | |||
| – | – | -124 | Closed | -$2.46K | |||
| – | – | -4,521 | Closed | -$10.7K | |||
| – | – | -21 | Closed | -$307 | |||
| – | – | -180 | Closed | -$8.09K | |||
| – | – | -10 | Closed | -$211 | |||
| – | – | -7,029 | Closed | -$13.9K | |||
| – | – | -1,828 | Closed | -$33.1K | |||
| – | – | -294 | Closed | -$10.1K |
