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 | |
|---|---|---|---|---|---|---|---|
| $41.7M | 0.01% | 2,290,216 -64,563 | -3% | -$1.18M | |||
| $41.7M | 0.01% | 349,876 +88,655 | +34% | +$10.6M | |||
| $41.7M | 0.01% | 1,460,701 +570,774 | +64% | +$16.3M | |||
| $41.6M | 0.01% | 3,613,956 +299,185 | +9% | +$3.45M | |||
| $41.6M | 0.01% | 1,783,792 -57,770 | -3% | -$1.35M | |||
| $41.5M | 0.01% | 515,777 -881,819 | -63% | -$71M | |||
| $41.3M | 0.01% | 647,570 +142,032 | +28% | +$9.06M | |||
| $41.3M | 0.01% | 413,400 -130,601 | -24% | -$13M | |||
| $41.2M | 0.01% | 402,638 -244,581 | -38% | -$25M | |||
| $41.2M | 0.01% | 4,752,104 +1,221,000 | +35% | +$10.6M | |||
| $41.1M | 0.01% | 133,317 +38,251 | +40% | +$11.8M | |||
| $40.9M | 0.01% | 165,045 +63,166 | +62% | +$15.7M | |||
| $40.9M | 0.01% | 828,879 -86,898 | -9% | -$4.28M | |||
| $40.8M | 0.01% | 501,350 -1,442 | -0.3% | -$117K | |||
| $40.8M | 0.01% | 358,439 -250,710 | -41% | -$28.5M | |||
| $40.8M | 0.01% | 170,849 -8,772 | -5% | -$2.1M | |||
| $40.8M | 0.01% | 6,099,239 +4,261,340 | +232% | +$28.5M | |||
| $40.8M | 0.01% | 10,408,757 +777,662 | +8% | +$3.05M | |||
| $40.8M | 0.01% | 182,237 +30,798 | +20% | +$6.9M | |||
| $40.8M | 0.01% | 1,080,396 +343,835 | +47% | +$13M | |||
| $40.7M | 0.01% | 449,205 +25,059 | +6% | +$2.27M | |||
| $40.7M | 0.01% | 950,925 +218,994 | +30% | +$9.37M | |||
| $40.6M | 0.01% | 739,555 -83,936 | -10% | -$4.61M | |||
| $40.6M | 0.01% | 721,419 -71,782 | -9% | -$4.04M | |||
| $40.5M | 0.01% | 2,921,807 -947,827 | -24% | -$13.1M |
