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 | |
|---|---|---|---|---|---|---|---|
| $358M | 0.07% | 671,791 -7,706 | -1% | -$4.11M | |||
| $358M | 0.07% | 4,539,850 -433,163 | -9% | -$34.2M | |||
| $358M | 0.07% | 737,418 -125,618 | -15% | -$60.9M | |||
| $356M | 0.07% | 3,703,067 -228,012 | -6% | -$21.9M | |||
| $354M | 0.07% | 1,935,403 +178,900 | +10% | +$32.7M | |||
| $351M | 0.06% | 2,429,537 +569,575 | +31% | +$82.3M | |||
| $348M | 0.06% | 5,339,697 +1,163,854 | +28% | +$75.9M | |||
| $348M | 0.06% | 2,960,596 +225,399 | +8% | +$26.5M | |||
| $345M | 0.06% | 3,575,790 +40,766 | +1% | +$3.93M | |||
| $345M | 0.06% | 4,707,786 -1,400,835 | -23% | -$103M | |||
| $343M | 0.06% | 6,718,939 -238,266 | -3% | -$12.2M | |||
| $342M | 0.06% | 2,867,944 +2,138,030 | +293% | +$255M | |||
| $341M | 0.06% | 5,414,898 -383,686 | -7% | -$24.2M | |||
| $339M | 0.06% | 1,031,227 +71,839 | +7% | +$23.6M | |||
| $337M | 0.06% | 4,129,008 +1,273,110 | +45% | +$104M | |||
| $337M | 0.06% | 3,627,834 +192,649 | +6% | +$17.9M | |||
| $336M | 0.06% | 1,270,552 -5,351 | -0.4% | -$1.42M | |||
| $334M | 0.06% | 3,005,194 -37,219 | -1% | -$4.14M | |||
| $333M | 0.06% | 1,753,809 -106,969 | -6% | -$20.3M | |||
| $333M | 0.06% | 6,618,445 +824,855 | +14% | +$41.5M | |||
| $333M | 0.06% | 3,556,459 -309,597 | -8% | -$29M | |||
| $332M | 0.06% | 789,793 -265,368 | -25% | -$111M | |||
| $331M | 0.06% | 86,763 +7,043 | +9% | +$26.9M | |||
| $331M | 0.06% | 1,579,836 +451,795 | +40% | +$94.6M | |||
| $327M | 0.06% | 6,406,878 -221,018 | -3% | -$11.3M |
