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 | |
|---|---|---|---|---|---|---|---|
| $85M | 0.02% | 1,785,725 -520,285 | -23% | -$24.8M | |||
| $84.9M | 0.02% | 249,195 +91,195 | +58% | +$31.1M | |||
| $84.8M | 0.02% | 1,150,573 +27,206 | +2% | +$2M | |||
| $84.6M | 0.02% | 1,952,691 +392,395 | +25% | +$17M | |||
| $84.5M | 0.02% | 1,144,572 +86,003 | +8% | +$6.35M | |||
| $84.4M | 0.02% | 854,799 +109,166 | +15% | +$10.8M | |||
| $84.3M | 0.02% | 445,837 +37,768 | +9% | +$7.14M | |||
| $84.3M | 0.02% | 5,858,399 +3,350,684 | +134% | +$48.2M | |||
| $84.3M | 0.02% | 1,132,015 +190,099 | +20% | +$14.2M | |||
| $84.2M | 0.02% | 1,308,723 -91,157 | -7% | -$5.87M | |||
| $84M | 0.02% | 2,411,135 +348,809 | +17% | +$12.2M | |||
| $83.9M | 0.02% | 3,127,011 +834,664 | +36% | +$22.4M | |||
| $83.7M | 0.02% | 369,371 +33,720 | +10% | +$7.64M | |||
| $83.3M | 0.02% | 1,703,097 +1,248,532 | +275% | +$61M | |||
| $83.3M | 0.02% | 968,322 -387,107 | -29% | -$33.3M | |||
| $83.3M | 0.02% | 10,177,709 +3,239,244 | +47% | +$26.5M | |||
| $83.2M | 0.02% | 2,683,175 -21,924 | -0.8% | -$680K | |||
| $83M | 0.02% | 856,383 +243,029 | +40% | +$23.5M | |||
| $82.8M | 0.02% | 900,406 +220,120 | +32% | +$20.2M | |||
| $82.7M | 0.02% | 377,978 -13,598 | -3% | -$2.98M | |||
| $82.7M | 0.02% | 2,044,382 +383,414 | +23% | +$15.5M | |||
| $82.6M | 0.02% | 1,417,309 +641,815 | +83% | +$37.4M | |||
| $82.6M | 0.02% | 259,459 -31,453 | -11% | -$10M | |||
| $82.1M | 0.02% | 267,869 +37,645 | +16% | +$11.5M | |||
| $82M | 0.02% | 1,268,163 -598,011 | -32% | -$38.6M |
