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 | |
|---|---|---|---|---|---|---|---|
| $61.7M | 0.01% | 3,070,467 -676,704 | -18% | -$13.6M | |||
| $61.6M | 0.01% | 1,019,948 +239,767 | +31% | +$14.5M | |||
| $61.4M | 0.01% | 1,492,758 -152,709 | -9% | -$6.28M | |||
| $61.4M | 0.01% | 1,729,879 +495,053 | +40% | +$17.6M | |||
| $61.3M | 0.01% | 3,465,074 +3,251,948 | +1,526% | +$57.6M | |||
| $61.1M | 0.01% | 1,651,610 -28,777 | -2% | -$1.06M | |||
| $61M | 0.01% | 6,112,558 -7,131,789 | -54% | -$71.2M | |||
| $61M | 0.01% | 730,216 +19,401 | +3% | +$1.62M | |||
| $60.9M | 0.01% | 609,078 +51,518 | +9% | +$5.15M | |||
| $60.8M | 0.01% | 905,279 +120,466 | +15% | +$8.09M | |||
| $60.7M | 0.01% | 7,403,018 +5,688,578 | +332% | +$46.6M | |||
| $60.6M | 0.01% | 366,220 -12,676 | -3% | -$2.1M | |||
| $60.5M | 0.01% | 6,810,904 +4,807,042 | +240% | +$42.7M | |||
| $60.5M | 0.01% | 5,524,683 +2,855,606 | +107% | +$31.3M | |||
| $60.5M | 0.01% | 526,618 -26,154 | -5% | -$3M | |||
| $60.5M | 0.01% | 102,139 +82,239 | +413% | +$48.7M | |||
| $60.4M | 0.01% | 6,882,697 +232,095 | +3% | +$2.04M | |||
| $60M | 0.01% | 612,441 +56,279 | +10% | +$5.51M | |||
| $59.9M | 0.01% | 735,200 -517,639 | -41% | -$42.2M | |||
| $59.8M | 0.01% | 619,956 +371,744 | +150% | +$35.9M | |||
| $59.7M | 0.01% | 120,001 -61,197 | -34% | -$30.5M | |||
| $59.7M | 0.01% | 714,810 -297,937 | -29% | -$24.9M | |||
| $59.5M | 0.01% | 1,025,036 -21,836 | -2% | -$1.27M | |||
| $59.4M | 0.01% | 716,882 -205,638 | -22% | -$17M | |||
| $59.1M | 0.01% | 710,178 +364,919 | +106% | +$30.4M |
