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 | |
|---|---|---|---|---|---|---|---|
| $114M | 0.02% | 2,413,740 -16,211 | -0.7% | -$765K | |||
| $114M | 0.02% | 1,483,393 +324,220 | +28% | +$24.8M | |||
| $114M | 0.02% | 1,007,230 -1,010,363 | -50% | -$114M | |||
| $113M | 0.02% | 1,428,637 +976,759 | +216% | +$77.5M | |||
| $113M | 0.02% | 1,066,628 -105,031 | -9% | -$11.2M | |||
| $113M | 0.02% | 1,940,193 +826,558 | +74% | +$48.2M | |||
| $113M | 0.02% | 3,915,869 -310,645 | -7% | -$8.98M | |||
| $113M | 0.02% | 423,966 -333,534 | -44% | -$88.8M | |||
| $111M | 0.02% | 1,169,350 -23,496 | -2% | -$2.24M | |||
| $111M | 0.02% | 5,022,341 +2,170,789 | +76% | +$48.1M | |||
| $111M | 0.02% | 1,511,748 +138,730 | +10% | +$10.2M | |||
| $111M | 0.02% | 990,664 +368,031 | +59% | +$41.1M | |||
| $111M | 0.02% | 1,257,634 -34,108 | -3% | -$3M | |||
| $111M | 0.02% | 3,001,920 -400,285 | -12% | -$14.7M | |||
| $110M | 0.02% | 15,446,332 +5,862,283 | +61% | +$41.9M | |||
| $110M | 0.02% | 11,506,445 +4,791,977 | +71% | +$45.9M | |||
| $110M | 0.02% | 1,874,270 +1,146,465 | +158% | +$67.2M | |||
| $110M | 0.02% | 562,455 +114,608 | +26% | +$22.4M | |||
| $109M | 0.02% | 2,418,088 +1,482,110 | +158% | +$67M | |||
| $109M | 0.02% | 1,571,110 +1,219,341 | +347% | +$84.2M | |||
| $108M | 0.02% | 1,981,500 -624,481 | -24% | -$34.2M | |||
| $108M | 0.02% | 7,053,671 +4,520,948 | +179% | +$69.5M | |||
| $107M | 0.02% | 2,675,597 -407,527 | -13% | -$16.3M | |||
| $107M | 0.02% | 1,308,502 -131,868 | -9% | -$10.8M | |||
| $107M | 0.02% | 921,076 -10,003 | -1% | -$1.16M |
