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 | |
|---|---|---|---|---|---|---|---|
| $43.2M | 0.01% | 3,238,173 +2,817,251 | +669% | +$37.6M | |||
| $43.1M | 0.01% | 777,336 -940,094 | -55% | -$52.1M | |||
| $43.1M | 0.01% | 836,332 -62,937 | -7% | -$3.24M | |||
| $43.1M | 0.01% | 427,662 -21,091 | -5% | -$2.12M | |||
| $42.9M | 0.01% | 606,933 +596,584 | +5,765% | +$42.1M | |||
| $42.8M | 0.01% | 236,097 +97,699 | +71% | +$17.7M | |||
| $42.7M | 0.01% | 2,198,822 +650,557 | +42% | +$12.6M | |||
| $42.7M | 0.01% | 1,154,302 -712,501 | -38% | -$26.4M | |||
| $42.6M | 0.01% | 1,296,910 +788,946 | +155% | +$25.9M | |||
| $42.6M | 0.01% | 372,653 +122,491 | +49% | +$14M | |||
| $42.5M | 0.01% | 713,811 +20,007 | +3% | +$1.19M | |||
| $42.5M | 0.01% | 1,086,106 +787,041 | +263% | +$30.8M | |||
| $42.3M | 0.01% | 848,645 +270,697 | +47% | +$13.5M | |||
| $42.3M | 0.01% | 395,557 +130,122 | +49% | +$13.9M | |||
| $42.1M | 0.01% | 1,352,476 -353,046 | -21% | -$11M | |||
| $42.1M | 0.01% | 203,621 +12,394 | +6% | +$2.56M | |||
| $42.1M | 0.01% | 701,042 +200,856 | +40% | +$12.1M | |||
| $42.1M | 0.01% | 917,076 -164,455 | -15% | -$7.55M | |||
| $42.1M | 0.01% | 426,604 -298,023 | -41% | -$29.4M | |||
| $42.1M | 0.01% | 145,641 +39,222 | +37% | +$11.3M | |||
| $42M | 0.01% | 1,547,613 -107,871 | -7% | -$2.93M | |||
| $42M | 0.01% | 639,281 +365,024 | +133% | +$24M | |||
| $42M | 0.01% | 1,995,732 -644,869 | -24% | -$13.6M | |||
| $41.9M | 0.01% | 451,247 +51,404 | +13% | +$4.77M | |||
| $41.7M | 0.01% | 1,704,718 +690,827 | +68% | +$16.9M |
