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 | |
|---|---|---|---|---|---|---|---|
| $38.4M | 0.01% | 341,490 +95,641 | +39% | +$10.8M | |||
| $38.4M | 0.01% | 1,154,878 +19,465 | +2% | +$647K | |||
| $38.4M | 0.01% | 123,573 +69,424 | +128% | +$21.6M | |||
| $38.2M | 0.01% | 476,565 -188,691 | -28% | -$15.1M | |||
| $38.1M | 0.01% | 236,205 -2,761 | -1% | -$446K | |||
| $38.1M | 0.01% | 876,885 -94,125 | -10% | -$4.09M | |||
| $38.1M | 0.01% | 1,590,860 +104,649 | +7% | +$2.51M | |||
| $38M | 0.01% | 933,141 +123,674 | +15% | +$5.04M | |||
| $38M | 0.01% | 3,990,995 +3,226,095 | +422% | +$30.7M | |||
| $38M | 0.01% | 2,403,942 +1,069,670 | +80% | +$16.9M | |||
| $37.9M | 0.01% | 1,524,168 -145,974 | -9% | -$3.63M | |||
| $37.8M | 0.01% | 6,261,075 -3,221,979 | -34% | -$19.4M | |||
| $37.7M | 0.01% | 307,981 +94,349 | +44% | +$11.5M | |||
| $37.5M | 0.01% | 3,138,452 -3,513,774 | -53% | -$42M | |||
| $37.5M | 0.01% | 72,628 +26,772 | +58% | +$13.8M | |||
| $37.4M | 0.01% | 1,635,666 +40,772 | +3% | +$933K | |||
| $37.4M | 0.01% | 627,826 -178,723 | -22% | -$10.7M | |||
| $37.4M | 0.01% | 212,221 +144,045 | +211% | +$25.4M | |||
| $37.4M | 0.01% | 311,330 -370 | -0.1% | -$44.4K | |||
| $37.3M | 0.01% | 933,006 +47,545 | +5% | +$1.9M | |||
| $37.3M | 0.01% | 165,239 +67,057 | +68% | +$15.1M | |||
| $37.2M | 0.01% | 138,954 +55,781 | +67% | +$14.9M | |||
| $37M | 0.01% | 410,192 +157,022 | +62% | +$14.2M | |||
| $37M | 0.01% | 482,900 +8,102 | +2% | +$621K | |||
| $37M | 0.01% | 371,860 +64,211 | +21% | +$6.39M |
