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 | |
|---|---|---|---|---|---|---|---|
| $88.4M | 0.02% | 646,147 -402,272 | -38% | -$55M | |||
| $88.3M | 0.02% | 2,974,416 +2,242,229 | +306% | +$66.6M | |||
| $88.2M | 0.02% | 16,734,614 +968,376 | +6% | +$5.1M | |||
| $88.1M | 0.02% | 1,747,373 +25,933 | +2% | +$1.31M | |||
| $88M | 0.02% | 2,416,545 +1,522,968 | +170% | +$55.5M | |||
| $87.8M | 0.02% | 5,657,763 -266,638 | -5% | -$4.14M | |||
| $87.3M | 0.02% | 2,156,406 +1,784,562 | +480% | +$72.2M | |||
| $87.3M | 0.02% | 4,489,381 -528,128 | -11% | -$10.3M | |||
| $87.1M | 0.02% | 543,743 -639,836 | -54% | -$103M | |||
| $87M | 0.02% | 432,216 +63,700 | +17% | +$12.8M | |||
| $87M | 0.02% | 882,027 -213,377 | -19% | -$21M | |||
| $86.9M | 0.02% | 785,501 +366,073 | +87% | +$40.5M | |||
| $86.8M | 0.02% | 1,788,920 -100,001 | -5% | -$4.85M | |||
| $86.7M | 0.02% | 768,732 -132,735 | -15% | -$15M | |||
| $86.5M | 0.02% | 1,528,587 -10,425 | -0.7% | -$590K | |||
| $86.5M | 0.02% | 2,154,850 +1,806,263 | +518% | +$72.5M | |||
| $86.3M | 0.02% | 904,419 +102,224 | +13% | +$9.76M | |||
| $86.1M | 0.02% | 474,929 -147,277 | -24% | -$26.7M | |||
| $86M | 0.02% | 189,240 +29,669 | +19% | +$13.5M | |||
| $85.8M | 0.02% | 2,134,219 +932,220 | +78% | +$37.5M | |||
| $85.7M | 0.02% | 478,133 -38,293 | -7% | -$6.86M | |||
| $85.6M | 0.02% | 1,899,473 -632,009 | -25% | -$28.5M | |||
| $85.6M | 0.02% | 894,282 +598,281 | +202% | +$57.2M | |||
| $85.4M | 0.02% | 2,743,001 -1,878,756 | -41% | -$58.5M | |||
| $85.2M | 0.02% | 1,302,942 +56,604 | +5% | +$3.7M |
