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 | |
|---|---|---|---|---|---|---|---|
| $133M | 0.02% | 840,951 +102,215 | +14% | +$16.2M | |||
| $133M | 0.02% | 1,482,591 -127,385 | -8% | -$11.4M | |||
| $133M | 0.02% | 6,115,868 -232,632 | -4% | -$5.06M | |||
| $133M | 0.02% | 2,620,521 -176,557 | -6% | -$8.94M | |||
| $132M | 0.02% | 555,123 +189,755 | +52% | +$45.2M | |||
| $132M | 0.02% | 6,188,126 +2,847,329 | +85% | +$60.8M | |||
| $132M | 0.02% | 2,395,164 -769,213 | -24% | -$42.4M | |||
| $132M | 0.02% | 2,936,451 +2,477,893 | +540% | +$111M | |||
| $132M | 0.02% | 7,046,166 +395,457 | +6% | +$7.4M | |||
| $132M | 0.02% | 5,731,068 -37,728 | -0.7% | -$867K | |||
| $131M | 0.02% | 389,052 -199,918 | -34% | -$67.4M | |||
| $131M | 0.02% | 401,731 +24,305 | +6% | +$7.91M | |||
| $131M | 0.02% | 1,237,776 +444,728 | +56% | +$47M | |||
| $131M | 0.02% | 2,149,826 +478,758 | +29% | +$29.1M | |||
| $130M | 0.02% | 1,737,410 +522,575 | +43% | +$39.3M | |||
| $130M | 0.02% | 1,068,825 +17,812 | +2% | +$2.17M | |||
| $130M | 0.02% | 755,966 +108,598 | +17% | +$18.7M | |||
| $130M | 0.02% | 4,895,884 -126,699 | -3% | -$3.36M | |||
| $130M | 0.02% | 3,622,853 +3,107,924 | +604% | +$111M | |||
| $129M | 0.02% | 5,101,756 -853,474 | -14% | -$21.7M | |||
| $129M | 0.02% | 3,576,830 +530,943 | +17% | +$19.2M | |||
| $129M | 0.02% | 935,370 -36,780 | -4% | -$5.07M | |||
| $129M | 0.02% | 381,080 +248,440 | +187% | +$84M | |||
| $127M | 0.02% | 222,098 +42,524 | +24% | +$24.3M | |||
| $127M | 0.02% | 1,850,234 +15,878 | +0.9% | +$1.09M |
