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 | |
|---|---|---|---|---|---|---|---|
| $193M | 0.04% | 1,973,218 -296,456 | -13% | -$29M | |||
| $193M | 0.04% | 1,309,982 +336,575 | +35% | +$49.6M | |||
| $192M | 0.04% | 905,503 +595,970 | +193% | +$126M | |||
| $192M | 0.04% | 2,207,914 +492,169 | +29% | +$42.8M | |||
| $192M | 0.04% | 3,100,672 -461,846 | -13% | -$28.6M | |||
| $192M | 0.04% | 1,516,205 +414,853 | +38% | +$52.4M | |||
| $191M | 0.04% | 2,320,710 +182,041 | +9% | +$15M | |||
| $190M | 0.03% | 1,326,784 -62,982 | -5% | -$9.02M | |||
| $190M | 0.03% | 3,669,846 -29,805 | -0.8% | -$1.54M | |||
| $190M | 0.03% | 1,703,702 +6,191 | +0.4% | +$690K | |||
| $190M | 0.03% | 2,590,001 -803,393 | -24% | -$58.9M | |||
| $189M | 0.03% | 2,165,680 +724,115 | +50% | +$63.3M | |||
| $189M | 0.03% | 1,436,508 +309,738 | +27% | +$40.8M | |||
| $189M | 0.03% | 9,705,344 -558,156 | -5% | -$10.9M | |||
| $189M | 0.03% | 1,961,645 +296,389 | +18% | +$28.5M | |||
| $189M | 0.03% | 3,169,588 -1,233,555 | -28% | -$73.4M | |||
| $188M | 0.03% | 2,357,577 -3,721 | -0.2% | -$297K | |||
| $188M | 0.03% | 6,067,458 +687,643 | +13% | +$21.3M | |||
| $188M | 0.03% | 1,620,397 -306,611 | -16% | -$35.6M | |||
| $187M | 0.03% | 996,109 -384,587 | -28% | -$72.4M | |||
| $186M | 0.03% | 3,888,647 +1,553,977 | +67% | +$74.3M | |||
| $186M | 0.03% | 2,609,670 +904,706 | +53% | +$64.4M | |||
| $186M | 0.03% | 1,258,612 +9,589 | +0.8% | +$1.41M | |||
| $186M | 0.03% | 4,590,899 +1,281,700 | +39% | +$51.8M | |||
| $185M | 0.03% | 7,174,949 -161,281 | -2% | -$4.17M |
