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 | |
|---|---|---|---|---|---|---|---|
| $63.8M | 0.01% | 905,762 -123,252 | -12% | -$8.68M | |||
| $63.6M | 0.01% | 546,281 -325,879 | -37% | -$37.9M | |||
| $63.5M | 0.01% | 4,355,384 +915,225 | +27% | +$13.4M | |||
| $63.5M | 0.01% | 1,234,075 +13,886 | +1% | +$714K | |||
| $63.4M | 0.01% | 556,030 +80,512 | +17% | +$9.19M | |||
| $63.3M | 0.01% | 1,502,929 -1,246,952 | -45% | -$52.5M | |||
| $63.2M | 0.01% | 1,844,242 +1,065,704 | +137% | +$36.5M | |||
| $63.2M | 0.01% | 286,236 +76,144 | +36% | +$16.8M | |||
| $63.1M | 0.01% | 1,087,427 +492,680 | +83% | +$28.6M | |||
| $63.1M | 0.01% | 1,042,465 -294,854 | -22% | -$17.8M | |||
| $63M | 0.01% | 2,064,858 -385,894 | -16% | -$11.8M | |||
| $62.9M | 0.01% | 2,482,054 +1,585,181 | +177% | +$40.2M | |||
| $62.7M | 0.01% | 1,591,895 -36,092 | -2% | -$1.42M | |||
| $62.7M | 0.01% | 2,005,791 +1,713,094 | +585% | +$53.5M | |||
| $62.6M | 0.01% | 1,255,506 +641,568 | +105% | +$32M | |||
| $62.4M | 0.01% | 1,014,271 -58,440 | -5% | -$3.59M | |||
| $62.3M | 0.01% | 1,583,474 +471,420 | +42% | +$18.6M | |||
| $62.3M | 0.01% | 1,900,288 -761,331 | -29% | -$24.9M | |||
| $62.1M | 0.01% | 4,752,579 +4,676,253 | +6,127% | +$61.1M | |||
| $62M | 0.01% | 5,526,051 -876,010 | -14% | -$9.83M | |||
| $61.9M | 0.01% | 3,003,132 +860,294 | +40% | +$17.7M | |||
| $61.8M | 0.01% | 1,722,066 +589,561 | +52% | +$21.2M | |||
| $61.8M | 0.01% | 784,649 +243,218 | +45% | +$19.2M | |||
| $61.8M | 0.01% | 2,007,133 +162,690 | +9% | +$5.01M | |||
| $61.8M | 0.01% | 2,769,324 -421,656 | -13% | -$9.41M |
