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 | |
|---|---|---|---|---|---|---|---|
| $126M | 0.02% | 589,219 +166,015 | +39% | +$35.6M | |||
| $126M | 0.02% | 2,742,208 -253,972 | -8% | -$11.7M | |||
| $126M | 0.02% | 446,997 +227,792 | +104% | +$64.4M | |||
| $126M | 0.02% | 68,410 +11,032 | +19% | +$20.3M | |||
| $126M | 0.02% | 421,288 -42,335 | -9% | -$12.7M | |||
| $126M | 0.02% | 2,284,830 +74,033 | +3% | +$4.08M | |||
| $126M | 0.02% | 1,709,593 -2,140,899 | -56% | -$157M | |||
| $125M | 0.02% | 1,664,610 -853,408 | -34% | -$64.1M | |||
| $125M | 0.02% | 2,176,266 +77,893 | +4% | +$4.46M | |||
| $125M | 0.02% | 1,442,378 +1,301,369 | +923% | +$112M | |||
| $124M | 0.02% | 1,253,820 +68,632 | +6% | +$6.81M | |||
| $124M | 0.02% | 1,472,230 -17,143 | -1% | -$1.45M | |||
| $124M | 0.02% | 6,328,991 +4,376,803 | +224% | +$85.7M | |||
| $124M | 0.02% | 772,503 -43,788 | -5% | -$7.02M | |||
| $123M | 0.02% | 2,314,886 -6,254,564 | -73% | -$334M | |||
| $123M | 0.02% | 639,200 -113,178 | -15% | -$21.8M | |||
| $123M | 0.02% | 3,600,190 +252,572 | +8% | +$8.65M | |||
| $123M | 0.02% | 2,170,117 +1,130,543 | +109% | +$64.2M | |||
| $123M | 0.02% | 2,361,891 +105,685 | +5% | +$5.5M | |||
| $123M | 0.02% | 1,799,851 +456,320 | +34% | +$31.1M | |||
| $122M | 0.02% | 1,371,268 +401,192 | +41% | +$35.8M | |||
| $122M | 0.02% | 1,858,568 +274,324 | +17% | +$18M | |||
| $122M | 0.02% | 523,446 +92,883 | +22% | +$21.7M | |||
| $122M | 0.02% | 1,511,735 -300,044 | -17% | -$24.2M | |||
| $122M | 0.02% | 877,234 +271,692 | +45% | +$37.7M |
