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 | |
|---|---|---|---|---|---|---|---|
| $107M | 0.02% | 5,668,820 +5,261,054 | +1,290% | +$98.9M | |||
| $106M | 0.02% | 321,507 -3,767 | -1% | -$1.25M | |||
| $106M | 0.02% | 714,001 +555,958 | +352% | +$82.9M | |||
| $106M | 0.02% | 3,258,351 -857,699 | -21% | -$28M | |||
| $106M | 0.02% | 1,088,909 -93,935 | -8% | -$9.16M | |||
| $106M | 0.02% | 1,808,121 +42,934 | +2% | +$2.52M | |||
| $106M | 0.02% | 2,097,981 +176,147 | +9% | +$8.9M | |||
| $106M | 0.02% | 904,687 +342,445 | +61% | +$40.1M | |||
| $106M | 0.02% | 3,428,990 -56,459 | -2% | -$1.74M | |||
| $105M | 0.02% | 2,290,900 -202,330 | -8% | -$9.31M | |||
| $105M | 0.02% | 2,804,991 -1,511,081 | -35% | -$56.7M | |||
| $105M | 0.02% | 180,617 +47,318 | +36% | +$27.5M | |||
| $105M | 0.02% | 2,002,028 -62,084 | -3% | -$3.25M | |||
| $105M | 0.02% | 4,768,040 +1,256,329 | +36% | +$27.6M | |||
| $105M | 0.02% | 3,918,219 +358,583 | +10% | +$9.58M | |||
| $104M | 0.02% | 7,370,367 +6,043,457 | +455% | +$85.6M | |||
| $104M | 0.02% | 3,076,690 +1,806,082 | +142% | +$61.3M | |||
| $104M | 0.02% | 1,315,222 +27,157 | +2% | +$2.16M | |||
| $104M | 0.02% | 328,583 +104,371 | +47% | +$33.1M | |||
| $104M | 0.02% | 308,064 -47,152 | -13% | -$15.9M | |||
| $104M | 0.02% | 22,981,345 +12,384,708 | +117% | +$56.1M | |||
| $104M | 0.02% | 509,212 +173,978 | +52% | +$35.5M | |||
| $104M | 0.02% | 1,908,285 -241,027 | -11% | -$13.1M | |||
| $104M | 0.02% | 9,277,723 -4,334,314 | -32% | -$48.4M | |||
| $104M | 0.02% | 818,185 -729,098 | -47% | -$92.3M |
