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 | |
|---|---|---|---|---|---|---|---|
| $98.4M | 0.02% | 1,191,469 -288,946 | -20% | -$23.9M | |||
| $98.4M | 0.02% | 1,999,250 +1,174,389 | +142% | +$57.8M | |||
| $98.4M | 0.02% | 914,274 +180,040 | +25% | +$19.4M | |||
| $98.3M | 0.02% | 4,283,008 -392,364 | -8% | -$9.01M | |||
| $98.2M | 0.02% | 533,376 -2,796 | -0.5% | -$515K | |||
| $98M | 0.02% | 660,667 +16,959 | +3% | +$2.52M | |||
| $97.9M | 0.02% | 1,058,310 +187,665 | +22% | +$17.4M | |||
| $97.5M | 0.02% | 443,133 -319,743 | -42% | -$70.3M | |||
| $97.2M | 0.02% | 2,281,061 +525,670 | +30% | +$22.4M | |||
| $97M | 0.02% | 2,397,647 +1,373,919 | +134% | +$55.6M | |||
| $96.9M | 0.02% | 1,101,669 -798,552 | -42% | -$70.3M | |||
| $96.9M | 0.02% | 766,288 +602,241 | +367% | +$76.2M | |||
| $96.9M | 0.02% | 459,410 +56,889 | +14% | +$12M | |||
| $96.8M | 0.02% | 1,188,693 +33,329 | +3% | +$2.71M | |||
| $96.4M | 0.02% | 4,295,651 +261,548 | +6% | +$5.87M | |||
| $96.2M | 0.02% | 1,994,316 +1,196,242 | +150% | +$57.7M | |||
| $96.2M | 0.02% | 4,893,063 -366,704 | -7% | -$7.21M | |||
| $95.6M | 0.02% | 1,295,844 +100,830 | +8% | +$7.44M | |||
| $95.6M | 0.02% | 847,839 +379,712 | +81% | +$42.8M | |||
| $95.4M | 0.02% | 4,884,727 -1,792,522 | -27% | -$35M | |||
| $95.1M | 0.02% | 786,445 +47,386 | +6% | +$5.73M | |||
| $95M | 0.02% | 616,275 +33,793 | +6% | +$5.21M | |||
| $94.7M | 0.02% | 404,138 +53,821 | +15% | +$12.6M | |||
| $94.7M | 0.02% | 352,817 +72,694 | +26% | +$19.5M | |||
| $94.6M | 0.02% | 725,148 +317,362 | +78% | +$41.4M |
