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 | |
|---|---|---|---|---|---|---|---|
| $156M | 0.03% | 1,897,953 -496,507 | -21% | -$40.9M | |||
| $156M | 0.03% | 4,997,127 -1,886,812 | -27% | -$58.9M | |||
| $156M | 0.03% | 1,201,763 -163,474 | -12% | -$21.2M | |||
| $156M | 0.03% | 672,821 +270,015 | +67% | +$62.5M | |||
| $155M | 0.03% | 1,244,253 -152,856 | -11% | -$19M | |||
| $155M | 0.03% | 857,948 +73,082 | +9% | +$13.2M | |||
| $154M | 0.03% | 7,423,836 -1,959,632 | -21% | -$40.6M | |||
| $154M | 0.03% | 2,203,429 +43,170 | +2% | +$3.01M | |||
| $153M | 0.03% | 82,079 -28,977 | -26% | -$54.2M | |||
| $153M | 0.03% | 1,375,255 +541,529 | +65% | +$60.1M | |||
| $152M | 0.03% | 1,563,373 +221,039 | +16% | +$21.5M | |||
| $152M | 0.03% | 17,367,016 +3,282,448 | +23% | +$28.8M | |||
| $152M | 0.03% | 4,230,441 +3,884,972 | +1,125% | +$139M | |||
| $151M | 0.03% | 1,961,640 -72,062 | -4% | -$5.54M | |||
| $151M | 0.03% | 1,271,729 +348,200 | +38% | +$41.2M | |||
| $151M | 0.03% | 1,121,217 +8,861 | +0.8% | +$1.19M | |||
| $150M | 0.03% | 1,620,674 +617,833 | +62% | +$57.3M | |||
| $150M | 0.03% | 2,847,872 -522,917 | -16% | -$27.6M | |||
| $150M | 0.03% | 356,587 +143,231 | +67% | +$60.1M | |||
| $149M | 0.03% | 1,619,517 -22,667 | -1% | -$2.09M | |||
| $149M | 0.03% | 3,397,423 +99,289 | +3% | +$4.35M | |||
| $149M | 0.03% | 1,007,076 +211,342 | +27% | +$31.2M | |||
| $148M | 0.03% | 609,282 +147,648 | +32% | +$36M | |||
| $148M | 0.03% | 14,360,899 +7,632,013 | +113% | +$78.5M | |||
| $147M | 0.03% | 1,624,503 -272,541 | -14% | -$24.7M |
