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
$1.56B | |
$585M | |
$582M | |
$514M | |
$510M |
Top Sells
$660M | |
$549M | |
$513M | |
$480M | |
$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 | Shares or Principal | Shares Change % | Capital Flow | Portfolio Weight | |
|---|---|---|---|---|---|---|---|
| $713M | 10,534,385 +1,655,430 | +19% | +$112M | 0.13% | |||
| $710M | 4,115,647 +1,265,900 | +44% | +$218M | 0.13% | |||
| $710M | 11,824,415 +2,566,465 | +28% | +$154M | 0.13% | |||
| $706M | 6,434,864 +885,806 | +16% | +$97.1M | 0.13% | |||
| $705M | 5,377,291 -1,483,875 | -22% | -$194M | 0.13% | |||
| $701M | 10,329,781 -2,528,576 | -20% | -$172M | 0.13% | |||
| $700M | 29,376,381 -1,672,157 | -5% | -$39.8M | 0.13% | |||
| $691M | 17,089,249 +8,999,414 | +111% | +$364M | 0.13% | |||
| $682M | 2,922,750 +231,756 | +9% | +$54.1M | 0.13% | |||
| $678M | 3,558,744 -41,864 | -1% | -$7.98M | 0.12% | |||
| $674M | 8,164,738 +1,734,702 | +27% | +$143M | 0.12% | |||
| $671M | 2,033,724 -112,204 | -5% | -$37M | 0.12% | |||
| $670M | 1,987,649 +219,650 | +12% | +$74M | 0.12% | |||
| $661M | 461,687 -27,906 | -6% | -$40M | 0.12% | |||
| $661M | 1,364,945 -82,422 | -6% | -$39.9M | 0.12% | |||
| $657M | 42,558,678 +33,289,490 | +359% | +$514M | 0.12% | |||
| $651M | 2,561,413 -216,513 | -8% | -$55M | 0.12% | |||
| $647M | 6,202,483 +1,063,952 | +21% | +$111M | 0.12% | |||
| $645M | 4,065,593 -59,191 | -1% | -$9.4M | 0.12% | |||
| $629M | 2,181,189 -2,288,039 | -51% | -$660M | 0.12% | |||
| $622M | 1,013,294 -45,044 | -4% | -$27.7M | 0.11% | |||
| $620M | 6,758,773 +240,819 | +4% | +$22.1M | 0.11% | |||
| $619M | 2,395,696 +113,799 | +5% | +$29.4M | 0.11% | |||
| $614M | 33,051,626 -5,505,252 | -14% | -$102M | 0.11% | |||
| $612M | 6,163,471 +290,747 | +5% | +$28.8M | 0.11% |
