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 | |
|---|---|---|---|---|---|---|---|
| $175M | 0.03% | 1,614,122 +140,489 | +10% | +$15.2M | |||
| $175M | 0.03% | 9,934,995 +409,121 | +4% | +$7.2M | |||
| $175M | 0.03% | 1,887,050 +182,895 | +11% | +$16.9M | |||
| $173M | 0.03% | 10,094,359 +462,696 | +5% | +$7.95M | |||
| $173M | 0.03% | 2,079,280 -111,353 | -5% | -$9.27M | |||
| $173M | 0.03% | 1,426,773 -107,100 | -7% | -$13M | |||
| $173M | 0.03% | 4,086,098 +761,293 | +23% | +$32.2M | |||
| $173M | 0.03% | 4,770,777 +1,883,904 | +65% | +$68.2M | |||
| $172M | 0.03% | 1,316,111 +564,588 | +75% | +$73.7M | |||
| $171M | 0.03% | 1,153,220 +633,711 | +122% | +$94.1M | |||
| $171M | 0.03% | 673,626 +68,803 | +11% | +$17.5M | |||
| $171M | 0.03% | 1,307,421 +455,111 | +53% | +$59.5M | |||
| $171M | 0.03% | 324,761 -32,880 | -9% | -$17.3M | |||
| $171M | 0.03% | 3,368,485 +165,190 | +5% | +$8.38M | |||
| $171M | 0.03% | 1,116,995 -43,101 | -4% | -$6.59M | |||
| $170M | 0.03% | 1,693,588 +666,950 | +65% | +$67.1M | |||
| $170M | 0.03% | 1,300,214 +56,275 | +5% | +$7.34M | |||
| $169M | 0.03% | 5,098,522 +2,286,044 | +81% | +$75.9M | |||
| $169M | 0.03% | 2,114,587 -1,002,147 | -32% | -$80.2M | |||
| $168M | 0.03% | 2,851,368 -56,238 | -2% | -$3.31M | |||
| $168M | 0.03% | 14,429,797 +1,890,805 | +15% | +$22M | |||
| $168M | 0.03% | 563,340 +31,310 | +6% | +$9.32M | |||
| $167M | 0.03% | 1,529,466 -124,872 | -8% | -$13.7M | |||
| $167M | 0.03% | 4,872,773 +799,498 | +20% | +$27.4M | |||
| $167M | 0.03% | 4,247,855 +1,089,612 | +35% | +$42.7M |
