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 | |
|---|---|---|---|---|---|---|---|
| $47M | 0.01% | 1,144,695 +63,892 | +6% | +$2.62M | |||
| $47M | 0.01% | 786,797 +91,536 | +13% | +$5.46M | |||
| $46.9M | 0.01% | 391,917 -245,098 | -38% | -$29.3M | |||
| $46.9M | 0.01% | 4,388,538 -235,051 | -5% | -$2.51M | |||
| $46.8M | 0.01% | 223,261 +48,540 | +28% | +$10.2M | |||
| $46.7M | 0.01% | 783,387 +187,068 | +31% | +$11.2M | |||
| $46.7M | 0.01% | 2,300,419 -725,074 | -24% | -$14.7M | |||
| $46.7M | 0.01% | 401,320 -6,996 | -2% | -$814K | |||
| $46.7M | 0.01% | 599,325 -3,357 | -0.6% | -$262K | |||
| $46.6M | 0.01% | 1,244,837 -110,458 | -8% | -$4.14M | |||
| $46.6M | 0.01% | 4,440,014 +274,735 | +7% | +$2.88M | |||
| $46.6M | 0.01% | 382,048 +5,430 | +1% | +$662K | |||
| $46.4M | 0.01% | 730,686 +98,792 | +16% | +$6.28M | |||
| $46.4M | 0.01% | 859,176 -396,636 | -32% | -$21.4M | |||
| $46.3M | 0.01% | 974,755 -16,648 | -2% | -$790K | |||
| $46.3M | 0.01% | 1,713,327 -1,243,382 | -42% | -$33.6M | |||
| $46.3M | 0.01% | 409,948 +8,797 | +2% | +$993K | |||
| $46.3M | 0.01% | 1,465,124 +819,677 | +127% | +$25.9M | |||
| $46.1M | 0.01% | 1,152,084 +274,588 | +31% | +$11M | |||
| $46.1M | 0.01% | 1,417,369 +808,069 | +133% | +$26.3M | |||
| $46.1M | 0.01% | 4,985,353 +964,585 | +24% | +$8.91M | |||
| $46M | 0.01% | 368,141 -123,702 | -25% | -$15.5M | |||
| $46M | 0.01% | 1,009,260 +328,057 | +48% | +$15M | |||
| $46M | 0.01% | 2,195,560 -25,846 | -1% | -$541K | |||
| $45.9M | 0.01% | 715,305 +198,644 | +38% | +$12.8M |
