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 | |
|---|---|---|---|---|---|---|---|
| – | – | -8,227 | Closed | -$917K | |||
| – | – | -27 | Closed | -$659 | |||
| – | – | -85 | Closed | -$1.84K | |||
| – | – | -1,584 | Closed | -$20.2K | |||
| – | – | -37,319 | Closed | -$60.5K | |||
| – | – | -27,914 | Closed | -$35.5K | |||
| – | – | -200 | Closed | -$5.21K | |||
| – | – | -500 | Closed | -$20 | |||
| – | – | -20 | Closed | -$494 | |||
| – | – | -2,693 | Closed | -$84.6K | |||
| – | – | -4,017 | Closed | -$90.2K | |||
| – | – | -12,683 | Closed | -$147K | |||
| – | – | -29,841 | Closed | -$7.76K | |||
| – | – | -243 | Closed | -$5.43K | |||
| – | – | -104 | Closed | -$2.65K | |||
| – | – | -223 | Closed | -$5.37K | |||
| – | – | -464 | Closed | -$3.48K | |||
| – | – | -11,384 | Closed | -$7.86K | |||
| – | – | -3,712 | Closed | -$33 | |||
| – | – | -279 | Closed | -$9.36K | |||
| – | – | -5,854 | Closed | -$73.1K | |||
| – | – | -3,434 | Closed | -$1.13K | |||
| – | – | -450 | Closed | -$23 | |||
| – | – | -64,920 | Closed | -$262K | |||
| – | – | -2,687 | Closed | -$2.15K |
