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 | |
|---|---|---|---|---|---|---|---|
| $71.6M | 0.01% | 1,586,732 +1,292,036 | +438% | +$58.3M | |||
| $71.6M | 0.01% | 1,140,400 +546,848 | +92% | +$34.3M | |||
| $71.6M | 0.01% | 3,272,194 +685,455 | +27% | +$15M | |||
| $71.5M | 0.01% | 2,233,059 +707,246 | +46% | +$22.7M | |||
| $71.3M | 0.01% | 728,462 +56,632 | +8% | +$5.54M | |||
| $71.2M | 0.01% | 1,152,662 +51,817 | +5% | +$3.2M | |||
| $70.8M | 0.01% | 150,751 +19,643 | +15% | +$9.23M | |||
| $70.7M | 0.01% | 2,594,403 -314,596 | -11% | -$8.58M | |||
| $70.7M | 0.01% | 3,607,275 +379,775 | +12% | +$7.44M | |||
| $70.7M | 0.01% | 1,422,429 +194,211 | +16% | +$9.65M | |||
| $70.5M | 0.01% | 2,071,892 +87,902 | +4% | +$2.99M | |||
| $70.5M | 0.01% | 420,426 -65,435 | -13% | -$11M | |||
| $70.4M | 0.01% | 665,174 +88,346 | +15% | +$9.35M | |||
| $70.4M | 0.01% | 138,419 +149 | +0.1% | +$75.7K | |||
| $70.3M | 0.01% | 6,827,590 +1,619,647 | +31% | +$16.7M | |||
| $69.9M | 0.01% | 918,507 +348,434 | +61% | +$26.5M | |||
| $69.6M | 0.01% | 3,279,143 +469,505 | +17% | +$9.97M | |||
| $69.6M | 0.01% | 4,319,707 +1,237,864 | +40% | +$19.9M | |||
| $69.4M | 0.01% | 344,357 -245,168 | -42% | -$49.4M | |||
| $69.3M | 0.01% | 1,090,404 +20,415 | +2% | +$1.3M | |||
| $69.3M | 0.01% | 1,564,439 +103,213 | +7% | +$4.57M | |||
| $69.1M | 0.01% | 2,637,844 -109,503 | -4% | -$2.87M | |||
| $69.1M | 0.01% | 2,857,492 +168,059 | +6% | +$4.06M | |||
| $68.8M | 0.01% | 210,355 +24,185 | +13% | +$7.91M | |||
| $68.8M | 0.01% | 1,050,279 -1,012,493 | -49% | -$66.3M |
