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 | |
|---|---|---|---|---|---|---|---|
| $147M | 0.03% | 1,931,115 +1,767,075 | +1,077% | +$134M | |||
| $147M | 0.03% | 1,059,961 -39,536 | -4% | -$5.47M | |||
| $146M | 0.03% | 3,822,280 +919,620 | +32% | +$35M | |||
| $145M | 0.03% | 1,513,426 -372,417 | -20% | -$35.7M | |||
| $145M | 0.03% | 825,579 +317,691 | +63% | +$55.7M | |||
| $144M | 0.03% | 545,612 -121,965 | -18% | -$32.3M | |||
| $144M | 0.03% | 1,309,406 +290,869 | +29% | +$32M | |||
| $144M | 0.03% | 930,211 +239,469 | +35% | +$37M | |||
| $142M | 0.03% | 773,288 -112,154 | -13% | -$20.6M | |||
| $142M | 0.03% | 5,268,699 +1,831,313 | +53% | +$49.2M | |||
| $142M | 0.03% | 1,483,356 -343,066 | -19% | -$32.8M | |||
| $141M | 0.03% | 2,646,864 -414,896 | -14% | -$22.1M | |||
| $141M | 0.03% | 498,286 +45,670 | +10% | +$12.9M | |||
| $141M | 0.03% | 7,106,435 -179,851 | -2% | -$3.57M | |||
| $140M | 0.03% | 13,694,481 -515,922 | -4% | -$5.28M | |||
| $140M | 0.03% | 1,204,411 +684,249 | +132% | +$79.6M | |||
| $140M | 0.03% | 577,815 +161,835 | +39% | +$39.2M | |||
| $140M | 0.03% | 706,737 +106,914 | +18% | +$21.2M | |||
| $140M | 0.03% | 1,266,215 -36,536 | -3% | -$4.04M | |||
| $140M | 0.03% | 2,104,138 -825,001 | -28% | -$54.8M | |||
| $140M | 0.03% | 2,857,470 +778,350 | +37% | +$38M | |||
| $139M | 0.03% | 4,758,310 +1,746,581 | +58% | +$51.1M | |||
| $139M | 0.03% | 438,331 -4,771 | -1% | -$1.52M | |||
| $139M | 0.03% | 621,463 +66,227 | +12% | +$14.8M | |||
| $139M | 0.03% | 543,925 +40,047 | +8% | +$10.2M |
