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 | |
|---|---|---|---|---|---|---|---|
| – | – | -715 | Closed | -$21.8K | |||
| – | – | -593 | Closed | -$5.82K | |||
| – | – | -128 | Closed | -$4.32K | |||
| – | – | -1,840 | Closed | -$40.8K | |||
| – | – | -18,324 | Closed | -$3.3K | |||
| – | – | -214 | Closed | -$5.35K | |||
| – | – | -2 | Closed | -$4 | |||
| – | – | -1,094 | Closed | -$24.1K | |||
| – | – | -99 | Closed | -$4 | |||
| – | – | -1,355 | Closed | -$11K | |||
| – | – | -79 | Closed | -$1.55K | |||
| – | – | -2,061 | Closed | -$1.27K | |||
| – | – | -150 | Closed | -$3.9K | |||
| – | – | -239 | Closed | -$4.97K | |||
| – | – | -678 | Closed | -$15 | |||
| – | – | -196 | Closed | -$2.93K | |||
| – | – | -2,529 | Closed | -$63.5K | |||
| – | – | -100 | Closed | -$3.12K | |||
| – | – | -111 | Closed | -$5.53K | |||
| – | – | -361 | Closed | -$6.78K | |||
| – | – | -55,830 | Closed | -$39K | |||
| – | – | -15,294 | Closed | -$42.4K | |||
| – | – | -1,636 | Closed | -$58.8K | |||
| – | – | -2,369 | Closed | -$101K | |||
| – | – | -25 | Closed | -$1.31K |
