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 | |
|---|---|---|---|---|---|---|---|
| $49M | 0.01% | 1,446,833 +21,307 | +1% | +$721K | |||
| $49M | 0.01% | 308,324 -273,889 | -47% | -$43.5M | |||
| $48.9M | 0.01% | 116,724 +15,167 | +15% | +$6.36M | |||
| $48.7M | 0.01% | 2,407,018 -1,004,152 | -29% | -$20.3M | |||
| $48.6M | 0.01% | 454,121 +132,692 | +41% | +$14.2M | |||
| $48.4M | 0.01% | 837,072 +139,580 | +20% | +$8.08M | |||
| $48.3M | 0.01% | 636,241 -124,748 | -16% | -$9.47M | |||
| $48.2M | 0.01% | 218,220 -104,140 | -32% | -$23M | |||
| $48.2M | 0.01% | 825,738 -2,365,476 | -74% | -$138M | |||
| $48.1M | 0.01% | 247,746 -59,854 | -19% | -$11.6M | |||
| $48M | 0.01% | 1,243,524 -951,596 | -43% | -$36.8M | |||
| $47.9M | 0.01% | 276,935 -518,829 | -65% | -$89.8M | |||
| $47.8M | 0.01% | 715,337 +102,546 | +17% | +$6.86M | |||
| $47.8M | 0.01% | 1,203,142 +771,005 | +178% | +$30.6M | |||
| $47.8M | 0.01% | 957,865 -65,774 | -6% | -$3.28M | |||
| $47.7M | 0.01% | 685,232 +168,722 | +33% | +$11.7M | |||
| $47.6M | 0.01% | 211,036 +27,603 | +15% | +$6.22M | |||
| $47.5M | 0.01% | 464,252 -33,445 | -7% | -$3.43M | |||
| $47.5M | 0.01% | 7,058,210 +5,773,481 | +449% | +$38.8M | |||
| $47.4M | 0.01% | 2,633,885 +1,471,059 | +127% | +$26.5M | |||
| $47.4M | 0.01% | 2,329,456 +132,536 | +6% | +$2.7M | |||
| $47.4M | 0.01% | 1,480,549 +1,429,349 | +2,792% | +$45.7M | |||
| $47.3M | 0.01% | 429,593 -107,795 | -20% | -$11.9M | |||
| $47.1M | 0.01% | 3,394,592 -89,867 | -3% | -$1.25M | |||
| $47.1M | 0.01% | 275,727 -28,082 | -9% | -$4.8M |
