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 | |
|---|---|---|---|---|---|---|---|
| $94.3M | 0.02% | 1,214,528 -61,682 | -5% | -$4.79M | |||
| $94.2M | 0.02% | 1,367,408 +35,043 | +3% | +$2.41M | |||
| $94.1M | 0.02% | 3,175,791 +215,731 | +7% | +$6.39M | |||
| $93.5M | 0.02% | 2,355,821 +166,054 | +8% | +$6.59M | |||
| $93.4M | 0.02% | 1,261,378 +70,316 | +6% | +$5.21M | |||
| $93M | 0.02% | 6,127,705 +2,495,254 | +69% | +$37.9M | |||
| $92.8M | 0.02% | 605,993 +55,823 | +10% | +$8.55M | |||
| $92.7M | 0.02% | 1,767,050 -125,141 | -7% | -$6.56M | |||
| $92.6M | 0.02% | 2,992,268 -770,492 | -20% | -$23.8M | |||
| $92.5M | 0.02% | 817,552 +209,942 | +35% | +$23.8M | |||
| $92.3M | 0.02% | 1,446,458 -33,540 | -2% | -$2.14M | |||
| $90.8M | 0.02% | 958,347 +558,074 | +139% | +$52.9M | |||
| $90.8M | 0.02% | 3,873,486 +198,604 | +5% | +$4.65M | |||
| $90.7M | 0.02% | 7,384,811 -2,927,224 | -28% | -$35.9M | |||
| $89.9M | 0.02% | 247,475 +137,664 | +125% | +$50M | |||
| $89.8M | 0.02% | 1,475,910 +246,729 | +20% | +$15M | |||
| $89.5M | 0.02% | 409,447 +77,581 | +23% | +$16.9M | |||
| $88.7M | 0.02% | 1,366,199 -99,349 | -7% | -$6.45M | |||
| $88.7M | 0.02% | 783,898 +411,214 | +110% | +$46.5M | |||
| $88.7M | 0.02% | 3,466,412 +1,713,729 | +98% | +$43.8M | |||
| $88.6M | 0.02% | 759,783 +6,532 | +0.9% | +$761K | |||
| $88.5M | 0.02% | 1,960,083 +2,462 | +0.1% | +$111K | |||
| $88.5M | 0.02% | 1,348,369 +250,570 | +23% | +$16.4M | |||
| $88.5M | 0.02% | 860,819 -181,707 | -17% | -$18.7M | |||
| $88.4M | 0.02% | 3,315,344 +551 | +0% | +$14.7K |
