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 | |
|---|---|---|---|---|---|---|---|
| $44.6M | 0.01% | 299,968 -61,429 | -17% | -$9.13M | |||
| $44.5M | 0.01% | 14,529,672 -2,576,233 | -15% | -$7.88M | |||
| $44.4M | 0.01% | 1,131,596 +49,228 | +5% | +$1.93M | |||
| $44.4M | 0.01% | 2,854,671 +2,381,307 | +503% | +$37.1M | |||
| $44.3M | 0.01% | 934,973 -81,574 | -8% | -$3.87M | |||
| $44.2M | 0.01% | 343,783 -94,378 | -22% | -$12.1M | |||
| $44.2M | 0.01% | 936,951 +88,449 | +10% | +$4.17M | |||
| $44.1M | 0.01% | 32,691,399 +17,126,159 | +110% | +$23.1M | |||
| $44M | 0.01% | 1,404,573 +555,702 | +65% | +$17.4M | |||
| $44M | 0.01% | 578,429 +87,024 | +18% | +$6.62M | |||
| $43.9M | 0.01% | 286,841 -16,726 | -6% | -$2.56M | |||
| $43.9M | 0.01% | 450,271 -10,630 | -2% | -$1.04M | |||
| $43.9M | 0.01% | 419,271 -197,787 | -32% | -$20.7M | |||
| $43.9M | 0.01% | 1,114,652 +729,032 | +189% | +$28.7M | |||
| $43.8M | 0.01% | 2,215,844 +236,586 | +12% | +$4.68M | |||
| $43.8M | 0.01% | 216,894 -32,531 | -13% | -$6.56M | |||
| $43.7M | 0.01% | 3,478,439 -1,201,341 | -26% | -$15.1M | |||
| $43.6M | 0.01% | 1,180,609 -141,849 | -11% | -$5.24M | |||
| $43.5M | 0.01% | 1,199,436 +722,157 | +151% | +$26.2M | |||
| $43.5M | 0.01% | 2,964,656 +1,929,062 | +186% | +$28.3M | |||
| $43.4M | 0.01% | 897,602 +397,070 | +79% | +$19.2M | |||
| $43.3M | 0.01% | 1,871,474 +261,521 | +16% | +$6.05M | |||
| $43.2M | 0.01% | 893,592 +15,699 | +2% | +$759K | |||
| $43.2M | 0.01% | 218,622 +133,141 | +156% | +$26.3M | |||
| $43.2M | 0.01% | 722,661 -42,338 | -6% | -$2.53M |
