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 | |
|---|---|---|---|---|---|---|---|
| $35.5M | 0.01% | 1,306,375 -23,012 | -2% | -$626K | |||
| $35.5M | 0.01% | 72,928 +15,404 | +27% | +$7.5M | |||
| $35.5M | 0.01% | 1,773,724 -296,261 | -14% | -$5.93M | |||
| $35.5M | 0.01% | 1,169,830 +480,235 | +70% | +$14.6M | |||
| $35.2M | 0.01% | 692,358 +37,340 | +6% | +$1.9M | |||
| $35.2M | 0.01% | 1,336,494 +492,206 | +58% | +$13M | |||
| $35.2M | 0.01% | 392,295 +110,265 | +39% | +$9.9M | |||
| $35.2M | 0.01% | 987,539 +8,889 | +0.9% | +$317K | |||
| $35.2M | 0.01% | 765,729 -198,520 | -21% | -$9.12M | |||
| $35.2M | 0.01% | 4,420,477 +207,372 | +5% | +$1.65M | |||
| $35.2M | 0.01% | 215,363 +13,710 | +7% | +$2.24M | |||
| $35.1M | 0.01% | 364,891 +9,073 | +3% | +$874K | |||
| $35.1M | 0.01% | 7,266,326 +677,194 | +10% | +$3.27M | |||
| $35.1M | 0.01% | 264,271 +136,377 | +107% | +$18.1M | |||
| $35M | 0.01% | 525,480 -969,204 | -65% | -$64.6M | |||
| $35M | 0.01% | 1,081,663 +99,169 | +10% | +$3.21M | |||
| $34.9M | 0.01% | 2,099,523 -195,457 | -9% | -$3.25M | |||
| $34.9M | 0.01% | 502,027 +424,612 | +548% | +$29.5M | |||
| $34.9M | 0.01% | 757,925 +195,881 | +35% | +$9.02M | |||
| $34.8M | 0.01% | 773,057 +37,279 | +5% | +$1.68M | |||
| $34.7M | 0.01% | 264,212 -1,677 | -0.6% | -$220K | |||
| $34.7M | 0.01% | 777,750 +402,501 | +107% | +$17.9M | |||
| $34.7M | 0.01% | 462,503 +171,704 | +59% | +$12.9M | |||
| $34.4M | 0.01% | 685,336 +254,970 | +59% | +$12.8M | |||
| $34.3M | 0.01% | 1,313,307 +1,117,466 | +571% | +$29.2M |
