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 | |
|---|---|---|---|---|---|---|---|
| $56.8M | 0.01% | 262,765 +66,986 | +34% | +$14.5M | |||
| $56.8M | 0.01% | 1,905,908 +45,453 | +2% | +$1.36M | |||
| $56.8M | 0.01% | 186,471 +26,127 | +16% | +$7.96M | |||
| $56.8M | 0.01% | 1,422,951 -690,577 | -33% | -$27.6M | |||
| $56.8M | 0.01% | 2,405,737 +162,638 | +7% | +$3.84M | |||
| $56.8M | 0.01% | 328,528 +137,295 | +72% | +$23.7M | |||
| $56.4M | 0.01% | 1,872,536 +380,183 | +25% | +$11.4M | |||
| $56.3M | 0.01% | 977,013 -326,111 | -25% | -$18.8M | |||
| $56M | 0.01% | 1,075,906 +211,298 | +24% | +$11M | |||
| $56M | 0.01% | 2,238,226 +1,269,297 | +131% | +$31.7M | |||
| $55.9M | 0.01% | 543,429 -287,506 | -35% | -$29.6M | |||
| $55.9M | 0.01% | 2,343,691 -233,632 | -9% | -$5.57M | |||
| $55.9M | 0.01% | 2,816,814 +1,812,882 | +181% | +$36M | |||
| $55.7M | 0.01% | 1,093,643 -116,134 | -10% | -$5.92M | |||
| $55.7M | 0.01% | 211,560 -201,328 | -49% | -$53M | |||
| $55.6M | 0.01% | 1,087,272 +692,903 | +176% | +$35.5M | |||
| $55.6M | 0.01% | 1,436,015 +607,020 | +73% | +$23.5M | |||
| $55.6M | 0.01% | 1,306,837 +308,290 | +31% | +$13.1M | |||
| $55.5M | 0.01% | 543,189 +30,233 | +6% | +$3.09M | |||
| $55.5M | 0.01% | 869,381 -539,623 | -38% | -$34.4M | |||
| $55.4M | 0.01% | 6,826,563 +2,015,047 | +42% | +$16.4M | |||
| $55.4M | 0.01% | 311,319 -138,997 | -31% | -$24.7M | |||
| $55.4M | 0.01% | 793,542 +179,573 | +29% | +$12.5M | |||
| $55.4M | 0.01% | 664,151 +265,431 | +67% | +$22.1M | |||
| $55.4M | 0.01% | 1,732,807 +9,763 | +0.6% | +$312K |
