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 | 19.91% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $81.9M | 0.02% | 1,002,540 +384,743 | +62% | +$31.4M | |||
| $81.7M | 0.01% | 447,782 -24,819 | -5% | -$4.53M | |||
| $81.5M | 0.01% | 544,114 +65,139 | +14% | +$9.76M | |||
| $81.3M | 0.01% | 2,287,510 +514,632 | +29% | +$18.3M | |||
| $81.3M | 0.01% | 1,248,965 +189,870 | +18% | +$12.4M | |||
| $81M | 0.01% | 2,369,073 +474,105 | +25% | +$16.2M | |||
| $80.9M | 0.01% | 5,640,992 +2,707,903 | +92% | +$38.8M | |||
| $80.8M | 0.01% | 4,227,934 +3,030,257 | +253% | +$57.9M | |||
| $80.7M | 0.01% | 872,580 -149,696 | -15% | -$13.8M | |||
| $80.5M | 0.01% | 2,133,933 -126,819 | -6% | -$4.78M | |||
| $80.4M | 0.01% | 3,582,399 +2,798,017 | +357% | +$62.8M | |||
| $80.2M | 0.01% | 1,324,856 +514,187 | +63% | +$31.1M | |||
| $80.2M | 0.01% | 1,089,078 +31,249 | +3% | +$2.3M | |||
| $80M | 0.01% | 1,313,500 -58,534 | -4% | -$3.56M | |||
| $79.9M | 0.01% | 1,612,629 +18,490 | +1% | +$916K | |||
| $79.8M | 0.01% | 593,084 +4,106 | +0.7% | +$552K | |||
| $79.6M | 0.01% | 752,660 +196,188 | +35% | +$20.7M | |||
| $79.5M | 0.01% | 1,326,183 -903,808 | -41% | -$54.2M | |||
| $79M | 0.01% | 2,387,588 +14,104 | +0.6% | +$467K | |||
| $78.9M | 0.01% | 2,438,230 +983,956 | +68% | +$31.8M | |||
| $78.8M | 0.01% | 4,409,319 -299,524 | -6% | -$5.36M | |||
| $78.8M | 0.01% | 6,636,276 +290,962 | +5% | +$3.45M | |||
| $78.7M | 0.01% | 457,234 -256,431 | -36% | -$44.2M | |||
| $78.7M | 0.01% | 2,482,369 -111,819 | -4% | -$3.54M | |||
| $78.5M | 0.01% | 4,247,051 +2,160,860 | +104% | +$40M |
