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 | |
|---|---|---|---|---|---|---|---|
| $838M | 0.15% | 14,023,110 +1,269,782 | +10% | +$75.9M | |||
| $837M | 0.15% | 2,956,397 +402,726 | +16% | +$114M | |||
| $831M | 0.15% | 8,949,144 -298,805 | -3% | -$27.7M | |||
| $822M | 0.15% | 15,238,338 -627,221 | -4% | -$33.9M | |||
| $821M | 0.15% | 1,616,081 +63,417 | +4% | +$32.2M | |||
| $818M | 0.15% | 4,798,397 -2,688,197 | -36% | -$458M | |||
| $815M | 0.15% | 1,823,409 -62,634 | -3% | -$28M | |||
| $810M | 0.15% | 3,721,624 +713,566 | +24% | +$155M | |||
| $805M | 0.15% | 8,155,270 +78,323 | +1% | +$7.73M | |||
| $794M | 0.15% | 10,141,131 +4,876,163 | +93% | +$382M | |||
| $789M | 0.15% | 17,439,177 +702,849 | +4% | +$31.8M | |||
| $783M | 0.14% | 2,950,160 +271,026 | +10% | +$71.9M | |||
| $781M | 0.14% | 15,689,378 +2,350,497 | +18% | +$117M | |||
| $781M | 0.14% | 2,556,572 -64,602 | -2% | -$19.7M | |||
| $777M | 0.14% | 27,487,240 -2,207,657 | -7% | -$62.4M | |||
| $759M | 0.14% | 10,441,655 +497,437 | +5% | +$36.2M | |||
| $759M | 0.14% | 2,151,551 -26,821 | -1% | -$9.46M | |||
| $755M | 0.14% | 6,859,783 -304,874 | -4% | -$33.5M | |||
| $753M | 0.14% | 2,553,639 +458,235 | +22% | +$135M | |||
| $752M | 0.14% | 8,912,781 -2,651,943 | -23% | -$224M | |||
| $747M | 0.14% | 938,788 +531 | +0.1% | +$423K | |||
| $741M | 0.14% | 17,726,165 +3,168,961 | +22% | +$132M | |||
| $740M | 0.14% | 4,332,546 -241,917 | -5% | -$41.3M | |||
| $727M | 0.13% | 21,656,940 +15,179,112 | +234% | +$510M | |||
| $715M | 0.13% | 2,046,645 -44,068 | -2% | -$15.4M |
