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 | 19.91% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $53M | 0.01% | 833,438 +336,928 | +68% | +$21.4M | |||
| $53M | 0.01% | 305,088 +10,197 | +3% | +$1.77M | |||
| $52.8M | 0.01% | 1,772,659 +817,970 | +86% | +$24.4M | |||
| $52.8M | 0.01% | 1,787,580 +71,348 | +4% | +$2.11M | |||
| $52.7M | 0.01% | 2,898,899 -505,415 | -15% | -$9.19M | |||
| $52.6M | 0.01% | 2,345,458 +2,020,055 | +621% | +$45.3M | |||
| $52.6M | 0.01% | 1,507,163 +316,674 | +27% | +$11M | |||
| $52.6M | 0.01% | 1,211,308 -231,203 | -16% | -$10M | |||
| $52.5M | 0.01% | 1,670,304 -832,900 | -33% | -$26.2M | |||
| $52.4M | 0.01% | 1,166,284 +696,589 | +148% | +$31.3M | |||
| $52.3M | 0.01% | 235,648 +79,679 | +51% | +$17.7M | |||
| $52.2M | 0.01% | 629,155 -32,694 | -5% | -$2.71M | |||
| $52.1M | 0.01% | 2,245,960 +60,351 | +3% | +$1.4M | |||
| $52.1M | 0.01% | 198,233 +55,888 | +39% | +$14.7M | |||
| $52M | 0.01% | 1,898,372 +67,558 | +4% | +$1.85M | |||
| $51.9M | 0.01% | 1,940,709 +972,977 | +101% | +$26M | |||
| $51.8M | 0.01% | 2,046,423 +657,219 | +47% | +$16.6M | |||
| $51.8M | 0.01% | 423,109 +216,329 | +105% | +$26.5M | |||
| $51.8M | 0.01% | 521,569 +3,733 | +0.7% | +$371K | |||
| $51.8M | 0.01% | 417,010 +86,167 | +26% | +$10.7M | |||
| $51.6M | 0.01% | 212,286 -397 | -0.2% | -$96.5K | |||
| $51.6M | 0.01% | 156,560 -80,191 | -34% | -$26.4M | |||
| $51.5M | 0.01% | 6,634,289 +3,043,400 | +85% | +$23.6M | |||
| $51.5M | 0.01% | 347,775 +149,342 | +75% | +$22.1M | |||
| $51.4M | 0.01% | 11,225,362 +5,131,349 | +84% | +$23.5M |
