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
$1.56B | |
$585M | |
$582M | |
$514M | |
$510M |
Top Sells
$660M | |
$549M | |
$513M | |
$480M | |
$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 | Shares or Principal | Shares Change % | Capital Flow | Portfolio Weight | |
|---|---|---|---|---|---|---|---|
| $13.5B | 60,728,803 -204,566 | -0.3% | -$45.4M | 2.48% | |||
| $12.3B | 32,898,115 -1,366,087 | -4% | -$513M | 2.27% | |||
| $11B | 101,426,062 +1,210,426 | +1% | +$131M | 2.02% | |||
| $7.15B | 37,578,344 +115,163 | +0.3% | +$21.9M | 1.31% | |||
| $7.14B | 12,764,959 +2,788,562 | +28% | +$1.56B | 1.31% | |||
| $5.6B | 9,708,310 -124,039 | -1% | -$71.5M | 1.03% | |||
| $5.39B | 21,966,473 +2,005,186 | +10% | +$492M | 0.99% | |||
| $4.62B | 27,596,377 +958,642 | +4% | +$161M | 0.85% | |||
| $4.51B | 147,271,042 -6,313,770 | -4% | -$193M | 0.83% | |||
| $4.27B | 27,616,108 -3,101,544 | -10% | -$480M | 0.79% | |||
| $4.05B | 11,564,618 -732,439 | -6% | -$257M | 0.75% | |||
| $3.81B | 24,409,755 +2,465,761 | +11% | +$385M | 0.7% | |||
| $3.18B | 5,980,274 +511,024 | +9% | +$272M | 0.59% | |||
| $3.17B | 3,838,852 +437,713 | +13% | +$362M | 0.58% | |||
| $2.88B | 5,494,668 +358,350 | +7% | +$188M | 0.53% | |||
| $2.58B | 2,729,159 +64,556 | +2% | +$61.1M | 0.47% | |||
| $2.53B | 6,904,492 +390,442 | +6% | +$143M | 0.47% | |||
| $2.53B | 5,393,101 -550,090 | -9% | -$258M | 0.46% | |||
| $2.45B | 11,712,840 -867,368 | -7% | -$182M | 0.45% | |||
| $2.38B | 14,207,886 -322,634 | -2% | -$54M | 0.44% | |||
| $2.33B | 8,078,269 +2,021,106 | +33% | +$582M | 0.43% | |||
| $2.32B | 13,425,966 +204,139 | +2% | +$35.3M | 0.43% | |||
| $2.28B | 6,312,798 +116,259 | +2% | +$42M | 0.42% | |||
| $2.18B | 5,876,133 -63,647 | -1% | -$23.6M | 0.4% | |||
| $2.15B | 12,643,034 -365,552 | -3% | -$62.3M | 0.4% |
