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 | |
|---|---|---|---|---|---|---|---|
| – | – | -41,992 | Closed | -$88.2K | |||
| – | – | -24,074 | Closed | -$62.1K | |||
| – | – | -51 | Closed | -$2.35K | |||
| – | – | -11,325 | Closed | -$598K | |||
| – | – | -3,147 | Closed | -$29.7K | |||
| – | – | -1,266 | Closed | -$167 | |||
| – | – | -1,245 | Closed | -$25.2K | |||
| – | – | -2,736 | Closed | -$77.1K | |||
| – | – | -578 | Closed | -$3.35K | |||
| – | – | -1,191 | Closed | -$39.9K | |||
| – | – | -643 | Closed | -$7.34K | |||
| – | – | -2,609 | Closed | -$102 | |||
| – | – | -3 | Closed | -$22 | |||
| – | – | -6,261 | Closed | -$22.8K | |||
| – | – | -529 | Closed | -$4.59K | |||
| – | – | -4,725 | Closed | -$10.8K | |||
| – | – | -1,304 | Closed | -$3.48K | |||
| – | – | -2,665 | Closed | -$69 | |||
| – | – | -3,765 | Closed | -$246K | |||
| – | – | -5,378 | Closed | -$25.2K | |||
| – | – | -163,920 | Closed | -$303K | |||
| – | – | -8,478 | Closed | -$316K | |||
| – | – | -1,228 | Closed | -$230 | |||
| – | – | -2,686 | Closed | -$165K | |||
| – | – | -351,363 | Closed | -$50.2K |
