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 | |
|---|---|---|---|---|---|---|---|
| $226M | 0.04% | 9,132,533 +344,425 | +4% | +$8.52M | |||
| $226M | 0.04% | 2,452,986 +177,747 | +8% | +$16.4M | |||
| $224M | 0.04% | 2,718,767 +33,322 | +1% | +$2.75M | |||
| $222M | 0.04% | 3,797,078 -1,960,469 | -34% | -$115M | |||
| $221M | 0.04% | 6,446,876 +575,256 | +10% | +$19.7M | |||
| $221M | 0.04% | 1,234,381 +70,124 | +6% | +$12.5M | |||
| $220M | 0.04% | 20,876,938 +5,459,273 | +35% | +$57.6M | |||
| $220M | 0.04% | 1,840,196 -182,143 | -9% | -$21.8M | |||
| $219M | 0.04% | 1,614,600 -135,373 | -8% | -$18.4M | |||
| $218M | 0.04% | 865,210 -18,339 | -2% | -$4.62M | |||
| $217M | 0.04% | 1,683,547 -86,050 | -5% | -$11.1M | |||
| $216M | 0.04% | 3,002,014 +565,798 | +23% | +$40.7M | |||
| $216M | 0.04% | 925,729 -883,052 | -49% | -$206M | |||
| $216M | 0.04% | 3,472,155 +516,993 | +17% | +$32.1M | |||
| $215M | 0.04% | 2,884,341 +989,121 | +52% | +$73.9M | |||
| $215M | 0.04% | 11,767,433 +3,522,689 | +43% | +$64.3M | |||
| $215M | 0.04% | 1,785,316 +296,390 | +20% | +$35.6M | |||
| $214M | 0.04% | 1,464,977 +508,660 | +53% | +$74.3M | |||
| $214M | 0.04% | 2,125,949 +206,962 | +11% | +$20.8M | |||
| $214M | 0.04% | 14,236,266 +5,021,934 | +55% | +$75.4M | |||
| $213M | 0.04% | 2,451,574 +101,227 | +4% | +$8.8M | |||
| $211M | 0.04% | 1,676,983 -18,586 | -1% | -$2.34M | |||
| $210M | 0.04% | 2,947,457 +206,977 | +8% | +$14.8M | |||
| $210M | 0.04% | 966,651 +361,094 | +60% | +$78.4M | |||
| $210M | 0.04% | 1,590,345 +1,516,876 | +2,065% | +$200M |
