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 | |
|---|---|---|---|---|---|---|---|
| $1.36B | 0.25% | 26,747,008 -25,084 | -0.1% | -$1.28M | |||
| $1.36B | 0.25% | 8,831,443 +88,831 | +1% | +$13.6M | |||
| $1.35B | 0.25% | 23,107,496 -633,452 | -3% | -$37M | |||
| $1.3B | 0.24% | 2,619,954 +189,283 | +8% | +$94.2M | |||
| $1.3B | 0.24% | 9,798,914 +714,664 | +8% | +$94.8M | |||
| $1.28B | 0.24% | 6,601,993 +42,553 | +0.7% | +$8.25M | |||
| $1.27B | 0.23% | 4,685,659 +2,152,764 | +85% | +$585M | |||
| $1.27B | 0.23% | 2,725,199 +156,694 | +6% | +$73M | |||
| $1.25B | 0.23% | 12,150,743 -3,694,948 | -23% | -$380M | |||
| $1.22B | 0.22% | 7,136,120 -200,291 | -3% | -$34.2M | |||
| $1.21B | 0.22% | 6,976,535 +410,033 | +6% | +$71M | |||
| $1.2B | 0.22% | 4,463,500 +879,088 | +25% | +$237M | |||
| $1.19B | 0.22% | 6,638,777 -294,111 | -4% | -$52.9M | |||
| $1.19B | 0.22% | 8,955,876 +18,429 | +0.2% | +$2.44M | |||
| $1.16B | 0.21% | 4,744,828 +467,254 | +11% | +$114M | |||
| $1.15B | 0.21% | 4,642,182 -494,764 | -10% | -$123M | |||
| $1.14B | 0.21% | 4,162,331 -88,686 | -2% | -$24.4M | |||
| $1.12B | 0.21% | 7,499,853 -584,128 | -7% | -$87.6M | |||
| $1.11B | 0.2% | 10,607,421 -1,291,117 | -11% | -$135M | |||
| $1.11B | 0.2% | 5,367,944 -289,555 | -5% | -$59.8M | |||
| $1.09B | 0.2% | 1,148,873 -762 | -0.1% | -$721K | |||
| $1.07B | 0.2% | 2,280,766 +23,960 | +1% | +$11.2M | |||
| $1.06B | 0.19% | 11,621,609 +360,305 | +3% | +$32.8M | |||
| $1.05B | 0.19% | 4,450,475 -381,228 | -8% | -$90.1M | |||
| $1.03B | 0.19% | 1,688,083 +715,829 | +74% | +$435M |
