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 | 19.91% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $122M | 0.02% | 1,344,879 -95,759 | -7% | -$8.67M | |||
| $122M | 0.02% | 1,961,013 +427,661 | +28% | +$26.5M | |||
| $122M | 0.02% | 4,294,961 +58,453 | +1% | +$1.66M | |||
| $121M | 0.02% | 102,686 +28,857 | +39% | +$34.1M | |||
| $121M | 0.02% | 4,951,843 +307,443 | +7% | +$7.53M | |||
| $121M | 0.02% | 278,568 +79,672 | +40% | +$34.6M | |||
| $120M | 0.02% | 473,011 +98,657 | +26% | +$25M | |||
| $120M | 0.02% | 362,269 +96,666 | +36% | +$32M | |||
| $120M | 0.02% | 1,694,014 +185,381 | +12% | +$13.1M | |||
| $119M | 0.02% | 1,139,964 -70,902 | -6% | -$7.41M | |||
| $119M | 0.02% | 2,020,332 +219,258 | +12% | +$12.9M | |||
| $119M | 0.02% | 706,349 -103,183 | -13% | -$17.3M | |||
| $119M | 0.02% | 2,046,302 +624,689 | +44% | +$36.2M | |||
| $119M | 0.02% | 1,355,771 +181,203 | +15% | +$15.9M | |||
| $118M | 0.02% | 442,428 -404,190 | -48% | -$108M | |||
| $118M | 0.02% | 1,060,358 +299,559 | +39% | +$33.3M | |||
| $117M | 0.02% | 3,223,818 +922,236 | +40% | +$33.6M | |||
| $117M | 0.02% | 1,696,621 -1,103,846 | -39% | -$76.1M | |||
| $117M | 0.02% | 1,341,279 -37,473 | -3% | -$3.27M | |||
| $117M | 0.02% | 786,732 +362,860 | +86% | +$53.9M | |||
| $115M | 0.02% | 696,884 +76,679 | +12% | +$12.7M | |||
| $115M | 0.02% | 1,922,495 +1,011,343 | +111% | +$60.6M | |||
| $115M | 0.02% | 1,308,540 +384,862 | +42% | +$33.8M | |||
| $115M | 0.02% | 4,015,562 -408,507 | -9% | -$11.7M | |||
| $114M | 0.02% | 1,143,274 -96,695 | -8% | -$9.67M |
