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 | |
|---|---|---|---|---|---|---|---|
| $77.9M | 0.01% | 467,565 +349,412 | +296% | +$58.2M | |||
| $77.9M | 0.01% | 314,627 -28,147 | -8% | -$6.97M | |||
| $77.3M | 0.01% | 499,074 -45,603 | -8% | -$7.07M | |||
| $77.3M | 0.01% | 1,837,302 +29,981 | +2% | +$1.26M | |||
| $77.3M | 0.01% | 485,179 +121,624 | +33% | +$19.4M | |||
| $77.2M | 0.01% | 3,851,676 +724,916 | +23% | +$14.5M | |||
| $77.1M | 0.01% | 2,691,062 +359,005 | +15% | +$10.3M | |||
| $76.8M | 0.01% | 5,815,352 +1,789,209 | +44% | +$23.6M | |||
| $76.8M | 0.01% | 1,350,786 -517,089 | -28% | -$29.4M | |||
| $76.6M | 0.01% | 4,552,850 -289,788 | -6% | -$4.87M | |||
| $76.5M | 0.01% | 2,044,969 +893,621 | +78% | +$33.4M | |||
| $76.5M | 0.01% | 681,291 +492,805 | +261% | +$55.3M | |||
| $76.2M | 0.01% | 1,224,982 -244,709 | -17% | -$15.2M | |||
| $76.2M | 0.01% | 405,657 +44,125 | +12% | +$8.29M | |||
| $76M | 0.01% | 3,844,109 +143,839 | +4% | +$2.85M | |||
| $76M | 0.01% | 2,198,514 +358,659 | +19% | +$12.4M | |||
| $75.8M | 0.01% | 481,348 +166,253 | +53% | +$26.2M | |||
| $75.5M | 0.01% | 1,547,796 +759,470 | +96% | +$37M | |||
| $75.3M | 0.01% | 2,767,689 +1,343,203 | +94% | +$36.6M | |||
| $75.2M | 0.01% | 2,038,032 +1,060,112 | +108% | +$39.1M | |||
| $75.2M | 0.01% | 278,638 -11,328 | -4% | -$3.06M | |||
| $75.1M | 0.01% | 491,755 +48,028 | +11% | +$7.33M | |||
| $74.7M | 0.01% | 517,685 -114,143 | -18% | -$16.5M | |||
| $74.7M | 0.01% | 3,846,254 +2,606,384 | +210% | +$50.6M | |||
| $74.5M | 0.01% | 1,357,428 -39,300 | -3% | -$2.16M |
