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 | |
|---|---|---|---|---|---|---|---|
| $33.6M | 0.01% | 1,765,190 -22,540 | -1% | -$428K | |||
| $33.5M | 0.01% | 1,146,424 +136,480 | +14% | +$3.99M | |||
| $33.5M | 0.01% | 787,523 +16,368 | +2% | +$696K | |||
| $33.4M | 0.01% | 1,010,719 -291,711 | -22% | -$9.65M | |||
| $33.4M | 0.01% | 1,321,469 -513,697 | -28% | -$13M | |||
| $33.3M | 0.01% | 645,448 -145,166 | -18% | -$7.48M | |||
| $33.2M | 0.01% | 1,099,259 +75,869 | +7% | +$2.29M | |||
| $33.2M | 0.01% | 580,153 -505,419 | -47% | -$28.9M | |||
| $33.2M | 0.01% | 778,533 -252,121 | -24% | -$10.8M | |||
| $33.1M | 0.01% | 1,052,590 -312,219 | -23% | -$9.83M | |||
| $33.1M | 0.01% | 284,880 +170,576 | +149% | +$19.8M | |||
| $33M | 0.01% | 1,556,582 -63,273 | -4% | -$1.34M | |||
| $33M | 0.01% | 435,805 -19,768 | -4% | -$1.5M | |||
| $33M | 0.01% | 6,560,268 +3,260,059 | +99% | +$16.4M | |||
| $33M | 0.01% | 771,713 -788,442 | -51% | -$33.7M | |||
| $32.9M | 0.01% | 426,633 +234,380 | +122% | +$18.1M | |||
| $32.9M | 0.01% | 565,890 -100,655 | -15% | -$5.85M | |||
| $32.8M | 0.01% | 2,463,825 +826,594 | +50% | +$11M | |||
| $32.8M | 0.01% | 1,770,658 +198,317 | +13% | +$3.67M | |||
| $32.7M | 0.01% | 107,287 +28,471 | +36% | +$8.68M | |||
| $32.7M | 0.01% | 748,493 -116,609 | -13% | -$5.1M | |||
| $32.7M | 0.01% | 668,869 +57,652 | +9% | +$2.82M | |||
| $32.6M | 0.01% | 961,175 -18,863 | -2% | -$640K | |||
| $32.6M | 0.01% | 560,750 +149,834 | +36% | +$8.7M | |||
| $32.5M | 0.01% | 454,283 -1,014 | -0.2% | -$72.6K |
