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 | |
|---|---|---|---|---|---|---|---|
| $40.3M | 0.01% | 352,713 +14,501 | +4% | +$1.66M | |||
| $40.2M | 0.01% | 1,112,592 +451,520 | +68% | +$16.3M | |||
| $40.1M | 0.01% | 1,689,846 +699,688 | +71% | +$16.6M | |||
| $40.1M | 0.01% | 651,553 -491,669 | -43% | -$30.3M | |||
| $40M | 0.01% | 189,759 -97,267 | -34% | -$20.5M | |||
| $39.9M | 0.01% | 418,536 +53,807 | +15% | +$5.13M | |||
| $39.9M | 0.01% | 8,340,750 +2,454,592 | +42% | +$11.7M | |||
| $39.9M | 0.01% | 1,691,685 +1,681,306 | +16,199% | +$39.6M | |||
| $39.5M | 0.01% | 656,729 +47,927 | +8% | +$2.88M | |||
| $39.4M | 0.01% | 722,568 +189,457 | +36% | +$10.3M | |||
| $39.3M | 0.01% | 511,790 +118,242 | +30% | +$9.08M | |||
| $39.3M | 0.01% | 4,780,000 -1,746,089 | -27% | -$14.4M | |||
| $39.3M | 0.01% | 250,169 +43,349 | +21% | +$6.81M | |||
| $39.3M | 0.01% | 608,386 -142,803 | -19% | -$9.21M | |||
| $39.2M | 0.01% | 348,637 +107,089 | +44% | +$12.1M | |||
| $39.2M | 0.01% | 1,003,696 +189,511 | +23% | +$7.41M | |||
| $39.1M | 0.01% | 2,814,370 -1,789,646 | -39% | -$24.9M | |||
| $39.1M | 0.01% | 391,641 -8,878 | -2% | -$887K | |||
| $39M | 0.01% | 1,417,062 -14,201 | -1% | -$391K | |||
| $38.8M | 0.01% | 300,531 -109,104 | -27% | -$14.1M | |||
| $38.8M | 0.01% | 105,645 +24,569 | +30% | +$9.01M | |||
| $38.6M | 0.01% | 2,420,284 +238,247 | +11% | +$3.8M | |||
| $38.6M | 0.01% | 533,709 -497,566 | -48% | -$35.9M | |||
| $38.5M | 0.01% | 1,042,275 +83,688 | +9% | +$3.09M | |||
| $38.5M | 0.01% | 5,428,530 +427,194 | +9% | +$3.03M |
