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 | |
|---|---|---|---|---|---|---|---|
| $59M | 0.01% | 175,128 +49,048 | +39% | +$16.5M | |||
| $58.9M | 0.01% | 604,535 +120,844 | +25% | +$11.8M | |||
| $58.9M | 0.01% | 2,316,375 -58,464 | -2% | -$1.49M | |||
| $58.8M | 0.01% | 5,411,340 +782,148 | +17% | +$8.5M | |||
| $58.8M | 0.01% | 313,739 -201,617 | -39% | -$37.8M | |||
| $58.8M | 0.01% | 634,501 +421,660 | +198% | +$39.1M | |||
| $58.7M | 0.01% | 1,403,059 +236,904 | +20% | +$9.91M | |||
| $58.7M | 0.01% | 2,908,567 -362,237 | -11% | -$7.31M | |||
| $58.6M | 0.01% | 549,755 -75,892 | -12% | -$8.09M | |||
| $58.5M | 0.01% | 1,420,306 -346,883 | -20% | -$14.3M | |||
| $58.5M | 0.01% | 158,133 +24,221 | +18% | +$8.95M | |||
| $58.3M | 0.01% | 5,832,882 +4,369,451 | +299% | +$43.7M | |||
| $58.3M | 0.01% | 1,094,966 +142,812 | +15% | +$7.6M | |||
| $58.1M | 0.01% | 899,045 -50,140 | -5% | -$3.24M | |||
| $57.8M | 0.01% | 2,116,694 +470,601 | +29% | +$12.8M | |||
| $57.7M | 0.01% | 1,133,681 +53,663 | +5% | +$2.73M | |||
| $57.5M | 0.01% | 651,060 +174,229 | +37% | +$15.4M | |||
| $57.4M | 0.01% | 1,733,139 +20,200 | +1% | +$669K | |||
| $57.1M | 0.01% | 2,589,202 +116,525 | +5% | +$2.57M | |||
| $57.1M | 0.01% | 2,357,006 -180,329 | -7% | -$4.37M | |||
| $57M | 0.01% | 1,890,602 -27,006 | -1% | -$815K | |||
| $57M | 0.01% | 616,358 +492,169 | +396% | +$45.5M | |||
| $57M | 0.01% | 1,649,888 +225,117 | +16% | +$7.77M | |||
| $56.9M | 0.01% | 1,597,335 -279,629 | -15% | -$9.96M | |||
| $56.9M | 0.01% | 249,451 +24,154 | +11% | +$5.51M |
