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 | |
|---|---|---|---|---|---|---|---|
| $45.7M | 0.01% | 2,920,008 +130,478 | +5% | +$2.04M | |||
| $45.6M | 0.01% | 1,952,556 -303,065 | -13% | -$7.08M | |||
| $45.3M | 0.01% | 613,289 +157,390 | +35% | +$11.6M | |||
| $45.3M | 0.01% | 1,852,145 -110,767 | -6% | -$2.71M | |||
| $45.3M | 0.01% | 1,808,053 -22,232 | -1% | -$557K | |||
| $45.2M | 0.01% | 1,240,490 +684,710 | +123% | +$25M | |||
| $45.2M | 0.01% | 805,669 +424,908 | +112% | +$23.8M | |||
| $45.2M | 0.01% | 1,195,747 -314,741 | -21% | -$11.9M | |||
| $45.2M | 0.01% | 118,359 +51,511 | +77% | +$19.7M | |||
| $45.2M | 0.01% | 750,698 +142,293 | +23% | +$8.56M | |||
| $45.1M | 0.01% | 708,513 +192,762 | +37% | +$12.3M | |||
| $45.1M | 0.01% | 5,182,749 -2,021,565 | -28% | -$17.6M | |||
| $45.1M | 0.01% | 5,540,789 +499,943 | +10% | +$4.07M | |||
| $45.1M | 0.01% | 315,760 +142,956 | +83% | +$20.4M | |||
| $45M | 0.01% | 493,931 -35,122 | -7% | -$3.2M | |||
| $44.9M | 0.01% | 3,133,503 +255,285 | +9% | +$3.66M | |||
| $44.9M | 0.01% | 3,168,085 +1,085,315 | +52% | +$15.4M | |||
| $44.8M | 0.01% | 1,207,935 -1,002,454 | -45% | -$37.2M | |||
| $44.8M | 0.01% | 5,892,100 +1,559,993 | +36% | +$11.9M | |||
| $44.8M | 0.01% | 892,939 +272,415 | +44% | +$13.7M | |||
| $44.7M | 0.01% | 5,134,509 +1,360,670 | +36% | +$11.9M | |||
| $44.7M | 0.01% | 1,448,015 -90,282 | -6% | -$2.79M | |||
| $44.7M | 0.01% | 441,935 +165,923 | +60% | +$16.8M | |||
| $44.7M | 0.01% | 1,130,893 +35,615 | +3% | +$1.41M | |||
| $44.7M | 0.01% | 917,741 +57,616 | +7% | +$2.8M |
