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 | |
|---|---|---|---|---|---|---|---|
| $165M | 0.03% | 1,957,394 -128,452 | -6% | -$10.8M | |||
| $164M | 0.03% | 2,381,482 +905,354 | +61% | +$62.5M | |||
| $164M | 0.03% | 4,274,689 +2,423,456 | +131% | +$92.9M | |||
| $164M | 0.03% | 2,259,894 -426,151 | -16% | -$30.9M | |||
| $164M | 0.03% | 2,322,696 +1,754,343 | +309% | +$124M | |||
| $163M | 0.03% | 8,164,095 -2,994,307 | -27% | -$59.9M | |||
| $163M | 0.03% | 721,556 +327,453 | +83% | +$74.1M | |||
| $163M | 0.03% | 1,080,901 +117,328 | +12% | +$17.7M | |||
| $163M | 0.03% | 3,711,461 -1,513,434 | -29% | -$66.5M | |||
| $163M | 0.03% | +3,424,800 | New | +$163M | |||
| $163M | 0.03% | 4,205,106 +692,651 | +20% | +$26.8M | |||
| $161M | 0.03% | 1,270,448 -22,078 | -2% | -$2.81M | |||
| $161M | 0.03% | 784,586 +49,389 | +7% | +$10.1M | |||
| $161M | 0.03% | 5,506,969 +1,049,297 | +24% | +$30.6M | |||
| $160M | 0.03% | 8,562,892 +236,556 | +3% | +$4.42M | |||
| $159M | 0.03% | 941,712 -23,277 | -2% | -$3.94M | |||
| $159M | 0.03% | 1,461,380 -53,985 | -4% | -$5.88M | |||
| $159M | 0.03% | 6,135,145 +855,081 | +16% | +$22.1M | |||
| $158M | 0.03% | 376,543 +44,458 | +13% | +$18.7M | |||
| $158M | 0.03% | 343,990 -196,612 | -36% | -$90.3M | |||
| $158M | 0.03% | 781,068 +84,802 | +12% | +$17.1M | |||
| $158M | 0.03% | 2,844,202 +132,418 | +5% | +$7.34M | |||
| $157M | 0.03% | 3,781,096 +1,311,157 | +53% | +$54.6M | |||
| $157M | 0.03% | 2,538,535 +1,168,033 | +85% | +$72.1M | |||
| $156M | 0.03% | 782,186 +600,241 | +330% | +$120M |
