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 | |
|---|---|---|---|---|---|---|---|
| $244M | 0.04% | 568,000 -103,439 | -15% | -$44.4M | |||
| $242M | 0.04% | 7,302,854 +1,842,349 | +34% | +$61.1M | |||
| $242M | 0.04% | 1,022,101 -430,076 | -30% | -$102M | |||
| $242M | 0.04% | 2,714,949 -101,852 | -4% | -$9.06M | |||
| $240M | 0.04% | 1,877,270 +202,210 | +12% | +$25.8M | |||
| $239M | 0.04% | 3,614,410 +1,900,418 | +111% | +$125M | |||
| $238M | 0.04% | 6,357,788 -2,054,965 | -24% | -$76.9M | |||
| $237M | 0.04% | 4,530,166 -325,761 | -7% | -$17.1M | |||
| $237M | 0.04% | 178,845 -16,639 | -9% | -$22M | |||
| $236M | 0.04% | 401,003 -75,548 | -16% | -$44.5M | |||
| $236M | 0.04% | 5,129,901 +1,996,010 | +64% | +$92M | |||
| $235M | 0.04% | 5,143,018 +92,842 | +2% | +$4.24M | |||
| $234M | 0.04% | 1,457,395 -69,763 | -5% | -$11.2M | |||
| $234M | 0.04% | 2,999,752 +887,484 | +42% | +$69.2M | |||
| $233M | 0.04% | 235,514 +107,708 | +84% | +$106M | |||
| $232M | 0.04% | 3,304,748 +1,153,837 | +54% | +$81M | |||
| $230M | 0.04% | 1,011,380 +283,750 | +39% | +$64.6M | |||
| $229M | 0.04% | 1,097,356 +511,532 | +87% | +$107M | |||
| $229M | 0.04% | 1,336,886 +220,720 | +20% | +$37.7M | |||
| $229M | 0.04% | 1,327,853 +680,605 | +105% | +$117M | |||
| $229M | 0.04% | 6,412,402 +406,907 | +7% | +$14.5M | |||
| $228M | 0.04% | 1,906,612 -14,170 | -0.7% | -$1.69M | |||
| $228M | 0.04% | 3,666,811 +31,771 | +0.9% | +$1.97M | |||
| $228M | 0.04% | 2,426,914 +667,571 | +38% | +$62.6M | |||
| $226M | 0.04% | 6,749,559 +130,692 | +2% | +$4.38M |
