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 | +$602M | |
| 2 | +$296M | |
| 3 | +$256M | |
| 4 |
Enterprise Products Partners
EPD
|
+$252M |
| 5 |
Charter Communications
CHTR
|
+$251M |
Top Sells
| 1 | +$4.22B | |
| 2 | +$465M | |
| 3 | +$382M | |
| 4 |
SHPG
Shire pic
SHPG
|
+$221M |
| 5 |
LVLT
Level 3 Communications Inc
LVLT
|
+$139M |
Sector Composition
| 1 | Financials | 10.45% |
| 2 | Technology | 9.66% |
| 3 | Healthcare | 7.52% |
| 4 | Industrials | 6.8% |
| 5 | Consumer Discretionary | 6.46% |