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 | |
|---|---|---|---|---|---|---|---|
| $36.9M | 0.01% | 1,871,950 +476,476 | +34% | +$9.4M | |||
| $36.9M | 0.01% | 635,176 -54,701 | -8% | -$3.18M | |||
| $36.8M | 0.01% | 806,502 -79,872 | -9% | -$3.65M | |||
| $36.7M | 0.01% | 2,046,560 +14,115 | +0.7% | +$253K | |||
| $36.7M | 0.01% | 347,838 +16,286 | +5% | +$1.72M | |||
| $36.7M | 0.01% | 1,460,418 +118,718 | +9% | +$2.98M | |||
| $36.5M | 0.01% | 6,223,256 +867,740 | +16% | +$5.08M | |||
| $36.4M | 0.01% | 477,636 +71,911 | +18% | +$5.49M | |||
| $36.4M | 0.01% | 2,850,691 -1,208,016 | -30% | -$15.4M | |||
| $36.3M | 0.01% | 862,748 -244,690 | -22% | -$10.3M | |||
| $36.2M | 0.01% | 1,579,051 +406,795 | +35% | +$9.33M | |||
| $36.1M | 0.01% | 503,997 +138,689 | +38% | +$9.92M | |||
| $36M | 0.01% | 901,228 -843,398 | -48% | -$33.7M | |||
| $36M | 0.01% | 776,844 -96,034 | -11% | -$4.45M | |||
| $36M | 0.01% | 608,897 +232,230 | +62% | +$13.7M | |||
| $35.9M | 0.01% | 448,407 +169,490 | +61% | +$13.6M | |||
| $35.9M | 0.01% | 2,777,940 +629,275 | +29% | +$8.12M | |||
| $35.8M | 0.01% | 733,885 +4,855 | +0.7% | +$237K | |||
| $35.8M | 0.01% | 1,417,856 +736,242 | +108% | +$18.6M | |||
| $35.7M | 0.01% | 274,431 +2,347 | +0.9% | +$306K | |||
| $35.7M | 0.01% | 2,043,662 +256,631 | +14% | +$4.48M | |||
| $35.6M | 0.01% | 632,765 -338,056 | -35% | -$19M | |||
| $35.6M | 0.01% | 5,689,311 +3,289,511 | +137% | +$20.6M | |||
| $35.6M | 0.01% | 1,230,944 +537,850 | +78% | +$15.5M | |||
| $35.5M | 0.01% | 384,712 +88,057 | +30% | +$8.13M |
