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
$1.56B | |
$585M | |
$582M | |
$514M | |
$510M |
Top Sells
$660M | |
$549M | |
$513M | |
$480M | |
$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 | Shares or Principal | Shares Change % | Capital Flow | Portfolio Weight | |
|---|---|---|---|---|---|---|---|
| $1.02B | 22,445,727 -819,719 | -4% | -$37.2M | 0.19% | |||
| $1.01B | 14,015,091 +2,164,468 | +18% | +$155M | 0.18% | |||
| $994M | 11,683,089 -779,370 | -6% | -$66.3M | 0.18% | |||
| $989M | 9,994,236 +1,306,292 | +15% | +$129M | 0.18% | |||
| $976M | 1,799,195 -89,962 | -5% | -$48.8M | 0.18% | |||
| $969M | 1,956,593 -201,170 | -9% | -$99.6M | 0.18% | |||
| $961M | 4,800,595 +680,041 | +17% | +$136M | 0.18% | |||
| $941M | 4,716,678 -217,847 | -4% | -$43.5M | 0.17% | |||
| $936M | 9,280,167 +16,536 | +0.2% | +$1.67M | 0.17% | |||
| $934M | 10,750,016 -405,735 | -4% | -$35.3M | 0.17% | |||
| $912M | 9,302,646 -236,460 | -2% | -$23.2M | 0.17% | |||
| $911M | 7,481,943 -386,239 | -5% | -$47M | 0.17% | |||
| $907M | 25,294,609 -11,172,849 | -31% | -$400M | 0.17% | |||
| $901M | 4,063,091 +2,665 | +0.1% | +$591K | 0.17% | |||
| $898M | 10,992,418 -673,072 | -6% | -$55M | 0.17% | |||
| $878M | 6,280,359 +157,958 | +3% | +$22.1M | 0.16% | |||
| $877M | 9,388,407 -70,405 | -0.7% | -$6.58M | 0.16% | |||
| $876M | 2,283,883 -170,167 | -7% | -$65.3M | 0.16% | |||
| $875M | 2,802,593 -148,861 | -5% | -$46.5M | 0.16% | |||
| $874M | 9,933,582 +4,797,341 | +93% | +$422M | 0.16% | |||
| $865M | 3,243,344 -440,604 | -12% | -$118M | 0.16% | |||
| $859M | 2,842,919 +276,221 | +11% | +$83.4M | 0.16% | |||
| $857M | 37,750,215 -1,706,573 | -4% | -$38.8M | 0.16% | |||
| $841M | 5,795,706 +176,039 | +3% | +$25.5M | 0.15% | |||
| $838M | 4,156,397 -246,814 | -6% | -$49.8M | 0.15% |
