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 | |
|---|---|---|---|---|---|---|---|
| $55.3M | 0.01% | 687,540 +51,658 | +8% | +$4.16M | |||
| $55.2M | 0.01% | 823,166 +310,970 | +61% | +$20.9M | |||
| $55.1M | 0.01% | 1,935,874 +306,028 | +19% | +$8.71M | |||
| $55M | 0.01% | 394,264 -1,963 | -0.5% | -$274K | |||
| $54.8M | 0.01% | 186,673 -47,651 | -20% | -$14M | |||
| $54.6M | 0.01% | 897,507 +177,793 | +25% | +$10.8M | |||
| $54.4M | 0.01% | 1,237,658 +77,887 | +7% | +$3.42M | |||
| $54.4M | 0.01% | 1,082,055 -10,782 | -1% | -$542K | |||
| $54.3M | 0.01% | 1,449,675 -73,185 | -5% | -$2.74M | |||
| $54.3M | 0.01% | 1,253,677 -239,948 | -16% | -$10.4M | |||
| $54.1M | 0.01% | 2,038,683 +854,833 | +72% | +$22.7M | |||
| $54M | 0.01% | 319,784 +51,435 | +19% | +$8.68M | |||
| $53.9M | 0.01% | 732,971 +291,985 | +66% | +$21.5M | |||
| $53.9M | 0.01% | 1,027,767 +69,932 | +7% | +$3.67M | |||
| $53.8M | 0.01% | 2,129,591 +145,293 | +7% | +$3.67M | |||
| $53.7M | 0.01% | 575,057 +262,882 | +84% | +$24.6M | |||
| $53.7M | 0.01% | 1,844,879 +1,498,766 | +433% | +$43.7M | |||
| $53.6M | 0.01% | 443,065 +145,754 | +49% | +$17.6M | |||
| $53.5M | 0.01% | 585,168 -163,249 | -22% | -$14.9M | |||
| $53.5M | 0.01% | 2,584,637 -253,432 | -9% | -$5.24M | |||
| $53.4M | 0.01% | 406,789 +51,381 | +14% | +$6.75M | |||
| $53.4M | 0.01% | 1,758,890 +172,241 | +11% | +$5.23M | |||
| $53.3M | 0.01% | 1,157,810 -165,646 | -13% | -$7.62M | |||
| $53M | 0.01% | 1,467,290 +69,142 | +5% | +$2.5M | |||
| $53M | 0.01% | 217,636 +138,350 | +174% | +$33.7M |
