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 | |
|---|---|---|---|---|---|---|---|
| $68.7M | 0.01% | 624,365 -723 | -0.1% | -$79.6K | |||
| $68.6M | 0.01% | 6,797,203 +1,507,429 | +29% | +$15.2M | |||
| $68.5M | 0.01% | 1,315,401 -71,731 | -5% | -$3.74M | |||
| $68.4M | 0.01% | 3,116,605 +951,514 | +44% | +$20.9M | |||
| $68M | 0.01% | 1,734,674 +443,392 | +34% | +$17.4M | |||
| $67.8M | 0.01% | 2,944,244 +53,080 | +2% | +$1.22M | |||
| $67.8M | 0.01% | 5,892,155 +1,651,789 | +39% | +$19M | |||
| $67.7M | 0.01% | 580,483 +10,117 | +2% | +$1.18M | |||
| $67.7M | 0.01% | 183,785 +40,906 | +29% | +$15.1M | |||
| $67.7M | 0.01% | 646,050 +155,301 | +32% | +$16.3M | |||
| $67.4M | 0.01% | 443,352 -256,428 | -37% | -$39M | |||
| $67.4M | 0.01% | 705,409 +433,692 | +160% | +$41.4M | |||
| $67.3M | 0.01% | 371,834 -48,998 | -12% | -$8.87M | |||
| $67.3M | 0.01% | 928,934 +135,130 | +17% | +$9.78M | |||
| $67.2M | 0.01% | 1,170,701 +384,371 | +49% | +$22.1M | |||
| $67.1M | 0.01% | 2,662,835 -20,668 | -0.8% | -$521K | |||
| $67M | 0.01% | 1,131,997 +166,299 | +17% | +$9.85M | |||
| $67M | 0.01% | 1,663,084 +214,500 | +15% | +$8.64M | |||
| $67M | 0.01% | 2,858,025 +2,349,711 | +462% | +$55.1M | |||
| $66.8M | 0.01% | 4,127,054 -52,761 | -1% | -$854K | |||
| $66.5M | 0.01% | 380,088 -3,950 | -1% | -$691K | |||
| $66.5M | 0.01% | 3,210,167 -177,354 | -5% | -$3.67M | |||
| $66.3M | 0.01% | 1,260,798 +433,809 | +52% | +$22.8M | |||
| $66.2M | 0.01% | 764,743 +94,145 | +14% | +$8.15M | |||
| $66.1M | 0.01% | 4,588,497 -803,617 | -15% | -$11.6M |
