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 | |
|---|---|---|---|---|---|---|---|
| – | – | -290 | Closed | -$14.8K | |||
| – | – | -183 | Closed | -$8.58K | |||
| – | – | -274 | Closed | -$10.4K | |||
| – | – | -118 | Closed | -$7.7K | |||
| – | – | -1,353 | Closed | -$71.2K | |||
| – | – | -10 | Closed | – | |||
| – | – | -1,633 | Closed | -$43.4K | |||
| – | – | -3,392 | Closed | -$102K | |||
| – | – | -220 | Closed | -$6.26K | |||
| – | – | -407 | Closed | -$15.9K | |||
| – | – | -3,925 | Closed | -$88K | |||
| – | – | -855 | Closed | -$48.3K | |||
| – | – | -510 | Closed | -$459 | |||
| – | – | -184 | Closed | -$778 | |||
| – | – | -75 | Closed | -$4.12K | |||
| – | – | -39 | Closed | -$1.03K | |||
| – | – | -1,140 | Closed | -$30.7K | |||
| – | – | -66 | Closed | -$464 | |||
| – | – | -28,726 | Closed | -$993K | |||
| – | – | -274 | Closed | -$480 | |||
| – | – | -252 | Closed | -$6.91K | |||
| – | – | -50 | Closed | -$1.57K | |||
| – | – | -2,436 | Closed | -$85 | |||
| – | – | -453 | Closed | -$14.7K | |||
| – | – | -87 | Closed | -$40 |
