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 | |
|---|---|---|---|---|---|---|---|
| $51.3M | 0.01% | 1,128,284 +178,478 | +19% | +$8.11M | |||
| $51.2M | 0.01% | 1,551,020 -35,030 | -2% | -$1.16M | |||
| $51.1M | 0.01% | 1,748,814 -606,590 | -26% | -$17.7M | |||
| $51.1M | 0.01% | 1,923,607 +104,328 | +6% | +$2.77M | |||
| $51.1M | 0.01% | 2,329,606 +437,298 | +23% | +$9.59M | |||
| $51.1M | 0.01% | 1,366,720 +608,053 | +80% | +$22.7M | |||
| $50.9M | 0.01% | 978,968 +972,466 | +14,956% | +$50.6M | |||
| $50.9M | 0.01% | 1,205,548 +36,228 | +3% | +$1.53M | |||
| $50.6M | 0.01% | 604,493 +160,467 | +36% | +$13.4M | |||
| $50.6M | 0.01% | 759,636 +251,776 | +50% | +$16.8M | |||
| $50.4M | 0.01% | 1,442,503 -232,824 | -14% | -$8.14M | |||
| $50.4M | 0.01% | 3,722,001 +1,643,396 | +79% | +$22.2M | |||
| $50.2M | 0.01% | 3,984,198 -1,324,653 | -25% | -$16.7M | |||
| $50.2M | 0.01% | 1,400,174 +206,406 | +17% | +$7.39M | |||
| $50M | 0.01% | 3,521,494 -122,594 | -3% | -$1.74M | |||
| $49.9M | 0.01% | 2,568,548 +14,251 | +0.6% | +$277K | |||
| $49.9M | 0.01% | 741,335 +151,093 | +26% | +$10.2M | |||
| $49.8M | 0.01% | 473,659 -119,948 | -20% | -$12.6M | |||
| $49.8M | 0.01% | 352,356 +183,896 | +109% | +$26M | |||
| $49.7M | 0.01% | 368,237 -144,887 | -28% | -$19.6M | |||
| $49.4M | 0.01% | 670,113 +56,385 | +9% | +$4.16M | |||
| $49.4M | 0.01% | 521,514 +236,825 | +83% | +$22.4M | |||
| $49.4M | 0.01% | 1,289,197 +675,790 | +110% | +$25.9M | |||
| $49.3M | 0.01% | 847,231 +178,681 | +27% | +$10.4M | |||
| $49.3M | 0.01% | 558,204 +49,858 | +10% | +$4.4M |
