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 | |
|---|---|---|---|---|---|---|---|
| $74.5M | 0.01% | 891,477 +90,950 | +11% | +$7.6M | |||
| $74.3M | 0.01% | 5,983,368 +455,203 | +8% | +$5.65M | |||
| $74.1M | 0.01% | 484,699 -270,870 | -36% | -$41.4M | |||
| $74.1M | 0.01% | 970,817 +633,448 | +188% | +$48.4M | |||
| $73.9M | 0.01% | 1,853,825 +27,315 | +2% | +$1.09M | |||
| $73.8M | 0.01% | 1,008,198 +665,953 | +195% | +$48.7M | |||
| $73.7M | 0.01% | 1,378,322 -1,186,697 | -46% | -$63.5M | |||
| $73.6M | 0.01% | 1,361,290 +203,410 | +18% | +$11M | |||
| $73.5M | 0.01% | 1,625,952 +1,375 | +0.1% | +$62.2K | |||
| $73.4M | 0.01% | 1,963,318 +1,673,993 | +579% | +$62.6M | |||
| $73.4M | 0.01% | 1,736,029 -369,881 | -18% | -$15.6M | |||
| $73.4M | 0.01% | 1,400,524 +504,039 | +56% | +$26.4M | |||
| $73.4M | 0.01% | 1,218,877 -30,835 | -2% | -$1.86M | |||
| $73.3M | 0.01% | 717,691 +351,577 | +96% | +$35.9M | |||
| $73.2M | 0.01% | 954,706 -55,620 | -6% | -$4.27M | |||
| $72.9M | 0.01% | 3,844,577 -3,637,982 | -49% | -$69M | |||
| $72.8M | 0.01% | 4,553,152 +479,781 | +12% | +$7.67M | |||
| $72.8M | 0.01% | 2,894,587 -284,930 | -9% | -$7.17M | |||
| $72.6M | 0.01% | 397,506 -47,578 | -11% | -$8.69M | |||
| $72.5M | 0.01% | 934,117 +158,000 | +20% | +$12.3M | |||
| $72.1M | 0.01% | 464,147 +198,383 | +75% | +$30.8M | |||
| $72M | 0.01% | 3,398,865 +1,830,648 | +117% | +$38.8M | |||
| $71.9M | 0.01% | 1,887,285 +273,466 | +17% | +$10.4M | |||
| $71.8M | 0.01% | 439,056 +41,331 | +10% | +$6.76M | |||
| $71.7M | 0.01% | 574,267 +139,097 | +32% | +$17.4M |
