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 | |
|---|---|---|---|---|---|---|---|
| $66M | 0.01% | 1,403,798 +493,211 | +54% | +$23.2M | |||
| $65.9M | 0.01% | 930,952 -117,941 | -11% | -$8.35M | |||
| $65.9M | 0.01% | 188,527 +76,320 | +68% | +$26.7M | |||
| $65.3M | 0.01% | 628,931 -68,904 | -10% | -$7.15M | |||
| $65.1M | 0.01% | 1,083,525 -1,519,969 | -58% | -$91.3M | |||
| $65.1M | 0.01% | 851,321 -662,394 | -44% | -$50.6M | |||
| $65M | 0.01% | 896,888 -1,861 | -0.2% | -$135K | |||
| $64.9M | 0.01% | 4,517,008 +2,961,348 | +190% | +$42.5M | |||
| $64.8M | 0.01% | 10,921,366 +551,712 | +5% | +$3.27M | |||
| $64.7M | 0.01% | 807,853 +134,891 | +20% | +$10.8M | |||
| $64.7M | 0.01% | 1,269,647 +198,596 | +19% | +$10.1M | |||
| $64.5M | 0.01% | 1,396,972 +899,780 | +181% | +$41.6M | |||
| $64.5M | 0.01% | 1,211,091 -714,869 | -37% | -$38.1M | |||
| $64.4M | 0.01% | 557,396 +28,600 | +5% | +$3.31M | |||
| $64.3M | 0.01% | 665,810 -559,018 | -46% | -$54M | |||
| $64.3M | 0.01% | 1,206,490 +72,789 | +6% | +$3.88M | |||
| $64.3M | 0.01% | 1,626,672 +141,875 | +10% | +$5.61M | |||
| $64.1M | 0.01% | 1,371,037 +491,705 | +56% | +$23M | |||
| $64.1M | 0.01% | 1,896,420 -791,046 | -29% | -$26.7M | |||
| $64.1M | 0.01% | 550,672 -49,336 | -8% | -$5.74M | |||
| $64M | 0.01% | 856,824 +7,862 | +0.9% | +$587K | |||
| $64M | 0.01% | 3,323,466 +1,010,643 | +44% | +$19.5M | |||
| $63.9M | 0.01% | 1,567,710 +184,805 | +13% | +$7.53M | |||
| $63.9M | 0.01% | 670,806 -305,394 | -31% | -$29.1M | |||
| $63.9M | 0.01% | 678,891 +200,295 | +42% | +$18.8M |
