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 | |
|---|---|---|---|---|---|---|---|
| – | – | -1,056 | Closed | -$4.09K | |||
| – | – | -16,366 | Closed | -$11.2K | |||
| – | – | -312 | Closed | -$9.85K | |||
| – | – | -23 | Closed | -$1.04K | |||
| – | – | -103 | Closed | -$5.15K | |||
| – | – | -168 | Closed | -$4.02K | |||
| – | – | -124 | Closed | -$6.26K | |||
| – | – | -138 | Closed | -$6.36K | |||
| – | – | -274 | Closed | -$15.6K | |||
| – | – | -21,866 | Closed | -$20.6K | |||
| – | – | -2,579 | Closed | -$33.7K | |||
| – | – | -4 | Closed | -$125 | |||
| – | – | -1,420 | Closed | -$26.1K | |||
| – | – | -16 | Closed | -$384 | |||
| – | – | -49,900 | Closed | -$2.54M | |||
| – | – | -769 | Closed | -$45.2K | |||
| – | – | -109 | Closed | -$5.2K | |||
| – | – | -235 | Closed | -$7.09K | |||
| – | – | -106 | Closed | -$10.7K | |||
| – | – | -7,384 | Closed | -$805 | |||
| – | – | -1 | Closed | -$34 | |||
| – | – | -107 | Closed | -$3.48K | |||
| – | – | -92 | Closed | -$4.54K | |||
| – | – | -850 | Closed | -$28.2K | |||
| – | – | -736 | Closed | -$13.6K |
