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 | |
|---|---|---|---|---|---|---|---|
| $34.3M | 0.01% | 3,396,853 -233,671 | -6% | -$2.36M | |||
| $34.3M | 0.01% | 451,495 -82,309 | -15% | -$6.25M | |||
| $34.2M | 0.01% | 201,246 +7,223 | +4% | +$1.23M | |||
| $34.2M | 0.01% | 845,934 +1,795 | +0.2% | +$72.5K | |||
| $34.2M | 0.01% | 445,097 +146,268 | +49% | +$11.2M | |||
| $34.1M | 0.01% | 1,501,332 +332,142 | +28% | +$7.55M | |||
| $34.1M | 0.01% | 348,124 -20,299 | -6% | -$1.99M | |||
| $34M | 0.01% | 987,690 -17,017 | -2% | -$586K | |||
| $34M | 0.01% | 1,203,874 -62,265 | -5% | -$1.76M | |||
| $34M | 0.01% | 476,115 -606 | -0.1% | -$43.3K | |||
| $33.9M | 0.01% | 287,541 +221,725 | +337% | +$26.2M | |||
| $33.9M | 0.01% | 590,545 +148,433 | +34% | +$8.52M | |||
| $33.9M | 0.01% | 226,007 +146,995 | +186% | +$22M | |||
| $33.9M | 0.01% | 512,608 +29,008 | +6% | +$1.92M | |||
| $33.8M | 0.01% | 659,651 | New | +$33.8M | |||
| $33.8M | 0.01% | 665,492 +49,460 | +8% | +$2.52M | |||
| $33.8M | 0.01% | 693,943 +270,521 | +64% | +$13.2M | |||
| $33.7M | 0.01% | 14,449,295 +8,169,347 | +130% | +$19M | |||
| $33.7M | 0.01% | 288,647 +141,300 | +96% | +$16.5M | |||
| $33.6M | 0.01% | 2,751,340 -30,562 | -1% | -$374K | |||
| $33.6M | 0.01% | 634,975 -48,636 | -7% | -$2.58M | |||
| $33.6M | 0.01% | 3,527,279 +2,694,468 | +324% | +$25.7M | |||
| $33.6M | 0.01% | 3,759,036 +2,745,476 | +271% | +$24.5M | |||
| $33.6M | 0.01% | 208,908 +2,810 | +1% | +$452K | |||
| $33.6M | 0.01% | 928,468 -420,345 | -31% | -$15.2M |
