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 | |
|---|---|---|---|---|---|---|---|
| $407M | 0.07% | 935,406 -170,434 | -15% | -$74.1M | |||
| $406M | 0.07% | 2,540,513 +1,034,143 | +69% | +$165M | |||
| $399M | 0.07% | 1,572,744 +685,184 | +77% | +$174M | |||
| $398M | 0.07% | 3,083,726 +64,644 | +2% | +$8.34M | |||
| $397M | 0.07% | 1,149,467 +1,319 | +0.1% | +$455K | |||
| $393M | 0.07% | 7,170,780 -395,644 | -5% | -$21.7M | |||
| $389M | 0.07% | 5,012,384 +1,316,417 | +36% | +$102M | |||
| $388M | 0.07% | 618,423 +46,926 | +8% | +$29.4M | |||
| $386M | 0.07% | 3,532,346 +82,204 | +2% | +$8.98M | |||
| $385M | 0.07% | 580,942 +58,660 | +11% | +$38.9M | |||
| $383M | 0.07% | 1,544,022 -310,749 | -17% | -$77.1M | |||
| $383M | 0.07% | 1,108,168 +94,993 | +9% | +$32.8M | |||
| $380M | 0.07% | 6,259,442 +588,776 | +10% | +$35.7M | |||
| $376M | 0.07% | 4,739,479 +3,234,275 | +215% | +$256M | |||
| $373M | 0.07% | 12,039,481 +1,342,502 | +13% | +$41.6M | |||
| $371M | 0.07% | 10,632,659 +4,712,926 | +80% | +$165M | |||
| $371M | 0.07% | 2,110,192 +617,428 | +41% | +$109M | |||
| $365M | 0.07% | 3,506,479 +1,409,816 | +67% | +$147M | |||
| $365M | 0.07% | 1,154,160 +486,042 | +73% | +$154M | |||
| $365M | 0.07% | 2,811,246 +861,893 | +44% | +$112M | |||
| $364M | 0.07% | 3,076,050 -1,948,759 | -39% | -$231M | |||
| $363M | 0.07% | 3,808,839 +150,546 | +4% | +$14.4M | |||
| $363M | 0.07% | 29,152,186 -882,172 | -3% | -$11M | |||
| $360M | 0.07% | 4,747,496 +1,082,115 | +30% | +$82.1M | |||
| $360M | 0.07% | 2,391,785 +2,056,123 | +613% | +$309M |
