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 | |
|---|---|---|---|---|---|---|---|
| $297M | 0.05% | 3,471,669 +735,882 | +27% | +$62.9M | |||
| $294M | 0.05% | 1,418,028 -13,769 | -1% | -$2.85M | |||
| $293M | 0.05% | 9,621,122 -1,672,396 | -15% | -$50.9M | |||
| $292M | 0.05% | 3,566,776 +48,832 | +1% | +$3.99M | |||
| $288M | 0.05% | 4,665,973 -93,965 | -2% | -$5.81M | |||
| $286M | 0.05% | 74,955,469 +30,794,664 | +70% | +$117M | |||
| $285M | 0.05% | 909,154 +151,355 | +20% | +$47.4M | |||
| $284M | 0.05% | 25,364,396 -7,092,773 | -22% | -$79.5M | |||
| $284M | 0.05% | 4,856,995 +276,698 | +6% | +$16.2M | |||
| $283M | 0.05% | 1,796,933 -111,795 | -6% | -$17.6M | |||
| $282M | 0.05% | 2,282,391 +307,515 | +16% | +$38M | |||
| $279M | 0.05% | 2,662,046 +1,863,744 | +233% | +$196M | |||
| $279M | 0.05% | 3,540,571 -540,605 | -13% | -$42.6M | |||
| $279M | 0.05% | 6,780,259 +635,661 | +10% | +$26.2M | |||
| $278M | 0.05% | 25,935,231 +2,567,791 | +11% | +$27.6M | |||
| $278M | 0.05% | 27,688,913 -245,544 | -0.9% | -$2.46M | |||
| $278M | 0.05% | 1,904,795 +786,309 | +70% | +$115M | |||
| $276M | 0.05% | 4,358,329 +895,264 | +26% | +$56.8M | |||
| $275M | 0.05% | 890,103 +72,857 | +9% | +$22.5M | |||
| $274M | 0.05% | 9,325,126 -2,685,382 | -22% | -$79M | |||
| $274M | 0.05% | 1,120,979 -36,051 | -3% | -$8.82M | |||
| $272M | 0.05% | 481,629 +100,270 | +26% | +$56.7M | |||
| $272M | 0.05% | 3,391,408 +1,058,152 | +45% | +$85M | |||
| $272M | 0.05% | 5,942,955 +1,406,522 | +31% | +$64.4M | |||
| $271M | 0.05% | 4,136,002 +1,062,693 | +35% | +$69.7M |
