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 | |
|---|---|---|---|---|---|---|---|
| $32.4M | 0.01% | 848,257 -22,973 | -3% | -$878K | |||
| $32.3M | 0.01% | 788,707 -825,408 | -51% | -$33.8M | |||
| $32.2M | 0.01% | 204,383 +37,280 | +22% | +$5.88M | |||
| $32.2M | 0.01% | 283,269 +4,137 | +1% | +$471K | |||
| $32.2M | 0.01% | 1,744,762 +1,618,803 | +1,285% | +$29.8M | |||
| $32.1M | 0.01% | 917,295 +236,414 | +35% | +$8.28M | |||
| $32.1M | 0.01% | 727,441 -811,059 | -53% | -$35.8M | |||
| $31.8M | 0.01% | 479,307 +55,739 | +13% | +$3.69M | |||
| $31.7M | 0.01% | 359,862 -142,262 | -28% | -$12.5M | |||
| $31.7M | 0.01% | 4,003,445 +739,788 | +23% | +$5.86M | |||
| $31.7M | 0.01% | 294,665 +233,478 | +382% | +$25.1M | |||
| $31.6M | 0.01% | 788,007 +310,462 | +65% | +$12.5M | |||
| $31.6M | 0.01% | 105,250 -2,635 | -2% | -$790K | |||
| $31.5M | 0.01% | 1,078,508 +443,305 | +70% | +$13M | |||
| $31.5M | 0.01% | 1,162,845 +23,442 | +2% | +$635K | |||
| $31.5M | 0.01% | 537,144 +172,212 | +47% | +$10.1M | |||
| $31.5M | 0.01% | 335,849 -3,962 | -1% | -$371K | |||
| $31.3M | 0.01% | 413,883 +46,651 | +13% | +$3.53M | |||
| $31.2M | 0.01% | 345,719 -39,759 | -10% | -$3.58M | |||
| $31.1M | 0.01% | 1,218,514 -28,981 | -2% | -$740K | |||
| $31.1M | 0.01% | 2,673,492 -964,305 | -27% | -$11.2M | |||
| $31M | 0.01% | 1,199,175 +518,915 | +76% | +$13.4M | |||
| $31M | 0.01% | 398,936 +19,489 | +5% | +$1.51M | |||
| $30.9M | 0.01% | 616,165 +79,313 | +15% | +$3.98M | |||
| $30.9M | 0.01% | 1,349,601 +321,580 | +31% | +$7.37M |
