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 | |
|---|---|---|---|---|---|---|---|
| – | – | -10,576 | Closed | -$217K | |||
| – | – | -90 | Closed | -$1.77K | |||
| – | – | -10 | Closed | -$101 | |||
| – | – | -2,267 | Closed | -$1.32K | |||
| – | – | -7,643 | Closed | -$5.72K | |||
| – | – | -3,881 | Closed | -$181K | |||
| – | – | -2,608 | Closed | -$21 | |||
| – | – | -105 | Closed | -$3.74K | |||
| – | – | -91 | Closed | -$2.36K | |||
| – | – | -335 | Closed | -$7.89K | |||
| – | – | -194 | Closed | -$237 | |||
| – | – | -26 | Closed | -$301 | |||
| – | – | -820 | Closed | -$951 | |||
| – | – | -124 | Closed | -$36 | |||
| – | – | -3,463 | Closed | -$16.4K | |||
| – | – | -216 | Closed | -$9.74K | |||
| – | – | -3,394 | Closed | -$98.4K | |||
| – | – | -3,197 | Closed | -$1.66K | |||
| – | – | -1,514 | Closed | -$58.4K | |||
| – | – | -100 | Closed | -$3.51K | |||
| – | – | -132 | Closed | -$140 | |||
| – | – | -2,232 | Closed | -$130K | |||
| – | – | -64 | Closed | -$3.54K | |||
| – | – | -84 | Closed | -$4.57K | |||
| – | – | -827 | Closed | -$38.2K |
