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 | |
|---|---|---|---|---|---|---|---|
| $2.14B | 0.39% | 3,814,168 -62,652 | -2% | -$35.2M | |||
| $2.08B | 0.38% | 17,457,824 -1,799,453 | -9% | -$214M | |||
| $2.06B | 0.38% | 4,000,327 +152,874 | +4% | +$78.6M | |||
| $1.98B | 0.36% | 6,337,641 -39,017 | -0.6% | -$12.2M | |||
| $1.97B | 0.36% | 11,909,023 -2,080,894 | -15% | -$345M | |||
| $1.97B | 0.36% | 3,599,739 +14,144 | +0.4% | +$7.75M | |||
| $1.96B | 0.36% | 27,355,422 +1,522,699 | +6% | +$109M | |||
| $1.92B | 0.35% | 31,085,002 +548,163 | +2% | +$33.8M | |||
| $1.89B | 0.35% | 21,061,269 +3,789,980 | +22% | +$340M | |||
| $1.83B | 0.34% | 20,822,274 +64,019 | +0.3% | +$5.62M | |||
| $1.75B | 0.32% | 23,136,925 -1,284,457 | -5% | -$97.2M | |||
| $1.69B | 0.31% | 6,503,696 -757,244 | -10% | -$196M | |||
| $1.63B | 0.3% | 2,991,840 +503,533 | +20% | +$275M | |||
| $1.6B | 0.29% | 5,952,556 +436,833 | +8% | +$117M | |||
| $1.54B | 0.28% | 21,687,852 +712,546 | +3% | +$50.5M | |||
| $1.54B | 0.28% | 36,822,201 +10,283,657 | +39% | +$429M | |||
| $1.51B | 0.28% | 1,618,856 +71,468 | +5% | +$66.6M | |||
| $1.5B | 0.28% | 7,960,372 +823,288 | +12% | +$155M | |||
| $1.49B | 0.27% | 10,687,236 +1,293,595 | +14% | +$181M | |||
| $1.45B | 0.27% | 5,624,033 +61,378 | +1% | +$15.9M | |||
| $1.44B | 0.26% | 6,800,486 +560,841 | +9% | +$119M | |||
| $1.41B | 0.26% | 12,126,722 +1,159,371 | +11% | +$135M | |||
| $1.4B | 0.26% | 4,486,395 +418,781 | +10% | +$130M | |||
| $1.38B | 0.25% | 8,316,853 -369,521 | -4% | -$61.3M | |||
| $1.37B | 0.25% | 18,789,109 +3,992,524 | +27% | +$291M |
