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 | |
|---|---|---|---|---|---|---|---|
| $209M | 0.04% | 1,538,225 +18,071 | +1% | +$2.46M | |||
| $208M | 0.04% | 4,769,956 +1,568,523 | +49% | +$68.4M | |||
| $208M | 0.04% | 4,035,571 +1,005,075 | +33% | +$51.7M | |||
| $207M | 0.04% | 357,290 -53,282 | -13% | -$30.9M | |||
| $206M | 0.04% | 7,766,692 +3,618,944 | +87% | +$96.2M | |||
| $205M | 0.04% | 1,612,248 +68,985 | +4% | +$8.77M | |||
| $205M | 0.04% | 4,116,633 +1,571,861 | +62% | +$78.2M | |||
| $204M | 0.04% | 2,225,893 -8,414 | -0.4% | -$773K | |||
| $204M | 0.04% | 427,506 +39,982 | +10% | +$19.1M | |||
| $204M | 0.04% | 2,544,032 -147,421 | -5% | -$11.8M | |||
| $203M | 0.04% | 2,517,401 -1,441,148 | -36% | -$116M | |||
| $203M | 0.04% | 4,129,464 -24,108 | -0.6% | -$1.19M | |||
| $203M | 0.04% | 1,220,962 +184,179 | +18% | +$30.6M | |||
| $202M | 0.04% | 1,979,649 -17,311 | -0.9% | -$1.77M | |||
| $202M | 0.04% | 579,670 +132,555 | +30% | +$46.2M | |||
| $201M | 0.04% | 1,705,543 -31,891 | -2% | -$3.77M | |||
| $201M | 0.04% | 3,200,259 -421,082 | -12% | -$26.5M | |||
| $201M | 0.04% | 3,355,840 -504,864 | -13% | -$30.2M | |||
| $200M | 0.04% | 3,750,987 -179,661 | -5% | -$9.6M | |||
| $200M | 0.04% | 2,843,038 +289,033 | +11% | +$20.3M | |||
| $197M | 0.04% | 3,754,189 +114,472 | +3% | +$6.01M | |||
| $197M | 0.04% | 3,319,219 +137,067 | +4% | +$8.14M | |||
| $196M | 0.04% | 4,169,911 +767,442 | +23% | +$36.1M | |||
| $195M | 0.04% | 4,429,421 -352,904 | -7% | -$15.5M | |||
| $194M | 0.04% | 3,466,953 -650,054 | -16% | -$36.4M |
