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 | 19.91% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $185M | 0.03% | 2,479,447 -69,496 | -3% | -$5.19M | |||
| $185M | 0.03% | 1,657,946 -356,554 | -18% | -$39.8M | |||
| $185M | 0.03% | 683,155 -18,352 | -3% | -$4.97M | |||
| $185M | 0.03% | 4,239,832 +582,738 | +16% | +$25.4M | |||
| $185M | 0.03% | 2,187,699 +500,081 | +30% | +$42.2M | |||
| $184M | 0.03% | 6,660,777 -587,324 | -8% | -$16.3M | |||
| $184M | 0.03% | 549,635 +91 | +0% | +$30.4K | |||
| $183M | 0.03% | 7,613,028 -5,296,241 | -41% | -$127M | |||
| $182M | 0.03% | 287,163 -95,672 | -25% | -$60.7M | |||
| $182M | 0.03% | 1,636,353 +97,277 | +6% | +$10.8M | |||
| $181M | 0.03% | 5,892,159 -667 | -0% | -$20.5K | |||
| $181M | 0.03% | 1,415,130 +313,404 | +28% | +$40.1M | |||
| $181M | 0.03% | 6,377,537 +1,304,166 | +26% | +$37M | |||
| $180M | 0.03% | 2,121,025 +304,363 | +17% | +$25.9M | |||
| $180M | 0.03% | 866,962 -670,617 | -44% | -$139M | |||
| $180M | 0.03% | 2,577,658 +1,342,854 | +109% | +$93.7M | |||
| $180M | 0.03% | 1,564,028 +110,846 | +8% | +$12.7M | |||
| $178M | 0.03% | 2,366,742 -387,836 | -14% | -$29.1M | |||
| $177M | 0.03% | 2,615,354 +108,952 | +4% | +$7.37M | |||
| $177M | 0.03% | 3,969,158 -182,949 | -4% | -$8.16M | |||
| $176M | 0.03% | 3,393,868 +619,486 | +22% | +$32.2M | |||
| $176M | 0.03% | 4,330,625 -176,735 | -4% | -$7.19M | |||
| $176M | 0.03% | 6,465,024 +3,871,141 | +149% | +$105M | |||
| $175M | 0.03% | 6,753,204 +3,887,057 | +136% | +$101M | |||
| $175M | 0.03% | 3,225,490 -268,383 | -8% | -$14.6M |
