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 | 20.05% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.04% |
| 5 | Industrials | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $13.5B | 2.48% | 60,728,803 -204,566 | -0.3% | -$45.4M | |||
| $12.3B | 2.27% | 32,898,115 -1,366,087 | -4% | -$513M | |||
| $11B | 2.02% | 101,426,062 +1,210,426 | +1% | +$131M | |||
| $7.15B | 1.31% | 37,578,344 +115,163 | +0.3% | +$21.9M | |||
| $7.14B | 1.31% | 12,764,959 +2,788,562 | +28% | +$1.56B | |||
| $5.6B | 1.03% | 9,708,310 -124,039 | -1% | -$71.5M | |||
| $5.39B | 0.99% | 21,966,473 +2,005,186 | +10% | +$492M | |||
| $4.62B | 0.85% | 27,596,377 +958,642 | +4% | +$161M | |||
| $4.51B | 0.83% | 147,271,042 -6,313,770 | -4% | -$193M | |||
| $4.27B | 0.79% | 27,616,108 -3,101,544 | -10% | -$480M | |||
| $4.05B | 0.75% | 11,564,618 -732,439 | -6% | -$257M | |||
| $3.81B | 0.7% | 24,409,755 +2,465,761 | +11% | +$385M | |||
| $3.18B | 0.59% | 5,980,274 +511,024 | +9% | +$272M | |||
| $3.17B | 0.58% | 3,838,852 +437,713 | +13% | +$362M | |||
| $2.88B | 0.53% | 5,494,668 +358,350 | +7% | +$188M | |||
| $2.58B | 0.47% | 2,729,159 +64,556 | +2% | +$61.1M | |||
| $2.53B | 0.47% | 6,904,492 +390,442 | +6% | +$143M | |||
| $2.53B | 0.46% | 5,393,101 -550,090 | -9% | -$258M | |||
| $2.45B | 0.45% | 11,712,840 -867,368 | -7% | -$182M | |||
| $2.38B | 0.44% | 14,207,886 -322,634 | -2% | -$54M | |||
| $2.33B | 0.43% | 8,078,269 +2,021,106 | +33% | +$582M | |||
| $2.32B | 0.43% | 13,425,966 +204,139 | +2% | +$35.3M | |||
| $2.28B | 0.42% | 6,312,798 +116,259 | +2% | +$42M | |||
| $2.18B | 0.4% | 5,876,133 -63,647 | -1% | -$23.6M | |||
| $2.15B | 0.4% | 12,643,034 -365,552 | -3% | -$62.3M |
