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 | |
|---|---|---|---|---|---|---|---|
| $104M | 0.02% | 3,285,919 -693,172 | -17% | -$21.8M | |||
| $103M | 0.02% | 55,567 +27,993 | +102% | +$51.9M | |||
| $103M | 0.02% | 1,467,265 -268,211 | -15% | -$18.8M | |||
| $103M | 0.02% | 1,142,562 -167,248 | -13% | -$15.1M | |||
| $103M | 0.02% | 4,112,179 +1,792,124 | +77% | +$44.8M | |||
| $103M | 0.02% | 441,640 +53,918 | +14% | +$12.5M | |||
| $102M | 0.02% | 1,161,698 -82,268 | -7% | -$7.25M | |||
| $102M | 0.02% | 388,840 +33,737 | +10% | +$8.84M | |||
| $102M | 0.02% | 2,346,223 +344,930 | +17% | +$15M | |||
| $102M | 0.02% | 1,313,101 -225,352 | -15% | -$17.5M | |||
| $102M | 0.02% | 1,534,777 -115,294 | -7% | -$7.65M | |||
| $101M | 0.02% | 1,916,605 +283,400 | +17% | +$15M | |||
| $101M | 0.02% | 1,784,797 +315,822 | +22% | +$17.9M | |||
| $101M | 0.02% | 3,243,134 +78,676 | +2% | +$2.46M | |||
| $101M | 0.02% | 1,603,479 -310,396 | -16% | -$19.6M | |||
| $100M | 0.02% | 3,043,209 +2,723,284 | +851% | +$89.9M | |||
| $100M | 0.02% | 1,209,683 +834,206 | +222% | +$69.2M | |||
| $100M | 0.02% | 4,103,982 -1,238,416 | -23% | -$30.2M | |||
| $100M | 0.02% | 998,964 +212,567 | +27% | +$21.3M | |||
| $99.8M | 0.02% | 3,194,618 -3,306,098 | -51% | -$103M | |||
| $99.7M | 0.02% | 828,099 -104,367 | -11% | -$12.6M | |||
| $99.5M | 0.02% | 1,433,026 -43,612 | -3% | -$3.03M | |||
| $99.4M | 0.02% | 2,438,207 +78,599 | +3% | +$3.2M | |||
| $98.9M | 0.02% | 176,397 -42,473 | -19% | -$23.8M | |||
| $98.5M | 0.02% | 1,145,286 +242,022 | +27% | +$20.8M |
