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 | |
|---|---|---|---|---|---|---|---|
| – | – | -3,831 | Closed | -$14.3K | |||
| – | – | -3,865 | Closed | -$9.59K | |||
| – | – | -388 | Closed | -$14.5K | |||
| – | – | -1,234 | Closed | -$7.66K | |||
| – | – | -65 | Closed | -$2.7K | |||
| – | – | -201 | Closed | -$27.7K | |||
| – | – | -104 | Closed | -$3.1K | |||
| – | – | -120 | Closed | -$6.28K | |||
| – | – | -1,258 | Closed | -$5.56K | |||
| – | – | -1,353 | Closed | -$68.6K | |||
| – | – | -1,002 | Closed | -$18.3K | |||
| – | – | -163,987 | Closed | -$49.2K | |||
| – | – | -1 | Closed | -$32 | |||
| – | – | -25,605 | Closed | -$845K | |||
| – | – | -1,258 | Closed | -$35.5K | |||
| – | – | -63 | Closed | -$2.08K | |||
| – | – | -66 | Closed | -$1.39K | |||
| – | – | -153 | Closed | -$4.83K | |||
| – | – | -1,078 | Closed | -$38.1K | |||
| – | – | -410 | Closed | -$13.9K | |||
| – | – | -2,219 | Closed | -$68.7K | |||
| – | – | -7,231 | Closed | -$17.1K | |||
| – | – | -361 | Closed | -$14.4K | |||
| – | – | -1,659 | Closed | -$58.2K | |||
| – | – | -3,720 | Closed | -$76.1K |
