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 | |
|---|---|---|---|---|---|---|---|
| $138M | 0.03% | 1,111,372 -40,671 | -4% | -$5.06M | |||
| $138M | 0.03% | 1,932,825 +92,248 | +5% | +$6.6M | |||
| $138M | 0.03% | 416,049 +182,432 | +78% | +$60.6M | |||
| $138M | 0.03% | 57,118,952 +33,004,428 | +137% | +$79.9M | |||
| $138M | 0.03% | 785,985 +64,948 | +9% | +$11.4M | |||
| $138M | 0.03% | 2,006,850 +736,964 | +58% | +$50.5M | |||
| $137M | 0.03% | 2,692,838 +180,980 | +7% | +$9.24M | |||
| $137M | 0.03% | 1,150,599 -411,734 | -26% | -$49.2M | |||
| $137M | 0.03% | 933,196 +221,982 | +31% | +$32.5M | |||
| $137M | 0.03% | 1,989,173 +430,723 | +28% | +$29.6M | |||
| $137M | 0.03% | 18,875 +7,722 | +69% | +$55.9M | |||
| $136M | 0.03% | 1,994,510 +46,824 | +2% | +$3.2M | |||
| $136M | 0.03% | 771,818 -5,409 | -0.7% | -$954K | |||
| $136M | 0.03% | 370,493 -132,634 | -26% | -$48.6M | |||
| $136M | 0.02% | 1,916,054 -290,867 | -13% | -$20.6M | |||
| $135M | 0.02% | 3,293,078 -2,519,806 | -43% | -$103M | |||
| $135M | 0.02% | 5,148,336 +806,243 | +19% | +$21.1M | |||
| $134M | 0.02% | 1,269,183 -135,857 | -10% | -$14.3M | |||
| $134M | 0.02% | 3,258,483 -1,478,123 | -31% | -$60.8M | |||
| $134M | 0.02% | 2,557,062 +263,425 | +11% | +$13.8M | |||
| $134M | 0.02% | 1,333,194 -336,230 | -20% | -$33.8M | |||
| $134M | 0.02% | 1,494,181 -115,411 | -7% | -$10.3M | |||
| $134M | 0.02% | 3,263,460 -227,800 | -7% | -$9.33M | |||
| $133M | 0.02% | 1,704,871 +228,042 | +15% | +$17.8M | |||
| $133M | 0.02% | 3,672,232 +1,011,716 | +38% | +$36.7M |
