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 | |
|---|---|---|---|---|---|---|---|
| $326M | 0.06% | 7,731,384 -1,191,655 | -13% | -$50.3M | |||
| $325M | 0.06% | 33,472,822 +20,125,880 | +151% | +$195M | |||
| $323M | 0.06% | 6,550,179 +207,980 | +3% | +$10.3M | |||
| $318M | 0.06% | 5,940,233 +215,906 | +4% | +$11.6M | |||
| $316M | 0.06% | 4,135,325 +263,572 | +7% | +$20.2M | |||
| $315M | 0.06% | 1,133,774 +225,313 | +25% | +$62.7M | |||
| $315M | 0.06% | 5,267,746 +1,266,586 | +32% | +$75.7M | |||
| $314M | 0.06% | 570,371 -6,796 | -1% | -$3.74M | |||
| $313M | 0.06% | 715,280 +126,233 | +21% | +$55.3M | |||
| $311M | 0.06% | 1,670,851 -51,623 | -3% | -$9.62M | |||
| $309M | 0.06% | 3,838,600 -168,329 | -4% | -$13.5M | |||
| $308M | 0.06% | 1,717,231 -317,072 | -16% | -$56.9M | |||
| $305M | 0.06% | 827,939 -152,671 | -16% | -$56.3M | |||
| $305M | 0.06% | 7,872,055 +1,388,847 | +21% | +$53.8M | |||
| $305M | 0.06% | 2,855,025 +956,835 | +50% | +$102M | |||
| $305M | 0.06% | 1,536,377 +256,344 | +20% | +$50.9M | |||
| $303M | 0.06% | 5,970,522 +1,197,059 | +25% | +$60.7M | |||
| $302M | 0.06% | 5,330,462 +1,451,072 | +37% | +$82.1M | |||
| $301M | 0.06% | 2,127,425 +652,335 | +44% | +$92.2M | |||
| $300M | 0.06% | 3,581,815 -798,628 | -18% | -$67M | |||
| $299M | 0.06% | 975,368 +10,037 | +1% | +$3.08M | |||
| $299M | 0.06% | 2,103,140 -103,459 | -5% | -$14.7M | |||
| $298M | 0.05% | 8,712,328 +4,070,719 | +88% | +$139M | |||
| $298M | 0.05% | 1,447,670 -507,038 | -26% | -$104M | |||
| $297M | 0.05% | 1,295,998 +49,100 | +4% | +$11.2M |
