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 | $766M | |
| 2 | $607M | |
| 3 | $470M | |
| 4 | $467M | |
| 5 | $413M |
Top Sells
| 1 | $1.56B | |
| 2 | $1.35B | |
| 3 | $1.06B | |
| 4 | $827M | |
| 5 | $721M |
Sector Composition
| 1 | Technology | 22.14% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.19% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.3% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -20 | Closed | -$1.28K | |||
| – | – | -321 | Closed | -$19.7K | |||
| – | – | -20 | Closed | -$14 | |||
| – | – | -12,312 | Closed | -$86.9K | |||
| – | – | -1,140,008 | Closed | -$1.87M | |||
| – | – | -12,908 | Closed | -$2.43K | |||
| – | – | -88 | Closed | -$8.68K | |||
| – | – | -488 | Closed | -$28.6K | |||
| – | – | -179 | Closed | -$10.8K | |||
| – | – | -267 | Closed | -$8.61K | |||
| – | – | -239 | Closed | -$9.93K | |||
| – | – | -1,497 | Closed | -$37.4K | |||
| – | – | -891 | Closed | -$54 | |||
| – | – | -40 | Closed | -$1.19K | |||
| – | – | -9,463 | Closed | -$363K | |||
| – | – | -2,155 | Closed | -$26.2K | |||
| – | – | -3,012 | Closed | -$122K | |||
| – | – | -7,904 | Closed | -$394K | |||
| – | – | -1,704 | Closed | -$40.8K | |||
| – | – | -71 | Closed | -$210 | |||
| – | – | -51,804 | Closed | -$253K | |||
| – | – | -1,609 | Closed | -$63.8K | |||
| – | – | -1,036 | Closed | -$2.55K | |||
| – | – | -3,037 | Closed | -$44.9K | |||
| – | – | -2,996 | Closed | -$767 |
