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 | |
|---|---|---|---|---|---|---|---|
| – | – | -52 | Closed | -$1.17K | |||
| – | – | -8,546 | Closed | -$91K | |||
| – | – | -467 | Closed | -$5.51K | |||
| – | – | -158 | Closed | -$4.53K | |||
| – | – | -130 | Closed | -$2.98K | |||
| – | – | -126,200 | Closed | -$227K | |||
| – | – | -140 | Closed | -$386 | |||
| – | – | -12 | Closed | -$270 | |||
| – | – | -5,318 | Closed | -$158K | |||
| – | – | -9,854 | Closed | -$100K | |||
| – | – | -271 | Closed | -$333 | |||
| – | – | -104 | Closed | -$3.53K | |||
| – | – | -254 | Closed | -$6.08K | |||
| – | – | -136 | Closed | -$2.81K | |||
| – | – | -2,998 | Closed | -$3.45K | |||
| – | – | -5,294 | Closed | -$11K | |||
| – | – | -15,259 | Closed | -$20.4K | |||
| – | – | -47 | Closed | -$4.7K | |||
| – | – | -91 | Closed | -$2.3K | |||
| – | – | -33 | Closed | -$1.13K | |||
| – | – | -2,667 | Closed | -$1.28K | |||
| – | – | -4 | Closed | -$205 | |||
| – | – | -825 | Closed | -$21K | |||
| – | – | -10,603 | Closed | -$215K | |||
| – | – | -1,696 | Closed | -$47.1K |
