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 | |
|---|---|---|---|---|---|---|---|
| $271M | 0.05% | 16,731,091 +11,609,450 | +227% | +$188M | |||
| $271M | 0.05% | 2,570,205 -57,857 | -2% | -$6.1M | |||
| $271M | 0.05% | 2,341,013 +390,862 | +20% | +$45.2M | |||
| $270M | 0.05% | 1,109,603 +95,242 | +9% | +$23.2M | |||
| $269M | 0.05% | 1,299,615 +135,389 | +12% | +$28.1M | |||
| $269M | 0.05% | 6,066,936 +806,086 | +15% | +$35.7M | |||
| $268M | 0.05% | 1,125,015 +149,781 | +15% | +$35.7M | |||
| $267M | 0.05% | 1,206,985 +428,177 | +55% | +$94.9M | |||
| $266M | 0.05% | 3,401,862 +30,683 | +0.9% | +$2.4M | |||
| $266M | 0.05% | 2,265,787 -40,676 | -2% | -$4.78M | |||
| $265M | 0.05% | 7,282,203 +2,234 | +0% | +$81.3K | |||
| $264M | 0.05% | 4,619,324 +1,099,084 | +31% | +$62.9M | |||
| $264M | 0.05% | 4,550,146 +285,355 | +7% | +$16.6M | |||
| $263M | 0.05% | 1,870,638 -81,667 | -4% | -$11.5M | |||
| $261M | 0.05% | 1,025,865 +52,157 | +5% | +$13.3M | |||
| $261M | 0.05% | 7,460,468 -651,661 | -8% | -$22.8M | |||
| $259M | 0.05% | 5,227,304 -121,845 | -2% | -$6.05M | |||
| $259M | 0.05% | 1,957,949 +322,195 | +20% | +$42.6M | |||
| $257M | 0.05% | 2,494,571 -308,159 | -11% | -$31.8M | |||
| $256M | 0.05% | 1,152,401 -422,041 | -27% | -$93.8M | |||
| $253M | 0.05% | 3,499,778 +436,003 | +14% | +$31.5M | |||
| $252M | 0.05% | 5,258,682 +2,094,310 | +66% | +$101M | |||
| $251M | 0.05% | 2,265,450 +77,382 | +4% | +$8.56M | |||
| $251M | 0.05% | 2,092,372 -61,994 | -3% | -$7.42M | |||
| $248M | 0.05% | 947,385 -4,747 | -0.5% | -$1.24M |
