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 | |
|---|---|---|---|---|---|---|---|
| $30.9M | 0.01% | 382,584 +8,135 | +2% | +$656K | |||
| $30.8M | 0.01% | 389,160 +196,159 | +102% | +$15.5M | |||
| $30.7M | 0.01% | 743,052 -174,802 | -19% | -$7.23M | |||
| $30.7M | 0.01% | 241,074 +52,263 | +28% | +$6.65M | |||
| $30.6M | 0.01% | 473,683 -1,195,980 | -72% | -$77.4M | |||
| $30.6M | 0.01% | 2,917,334 -1,022,756 | -26% | -$10.7M | |||
| $30.5M | 0.01% | 855,667 +67,795 | +9% | +$2.42M | |||
| $30.4M | 0.01% | 1,389,892 +6,465 | +0.5% | +$142K | |||
| $30.3M | 0.01% | 94,155 +36,153 | +62% | +$11.7M | |||
| $30.3M | 0.01% | 421,790 +134,465 | +47% | +$9.66M | |||
| $30.2M | 0.01% | 1,111,858 +468,870 | +73% | +$12.7M | |||
| $30.2M | 0.01% | 4,827,923 +1,463,464 | +44% | +$9.15M | |||
| $30.2M | 0.01% | 851,085 +655,587 | +335% | +$23.2M | |||
| $30.2M | 0.01% | 657,594 +353,984 | +117% | +$16.2M | |||
| $30M | 0.01% | 3,258,710 +2,640,780 | +427% | +$24.3M | |||
| $30M | 0.01% | 518,044 +241,539 | +87% | +$14M | |||
| $30M | 0.01% | 1,156,821 +98,724 | +9% | +$2.56M | |||
| $29.9M | 0.01% | 634,599 +73,188 | +13% | +$3.45M | |||
| $29.9M | 0.01% | 895,434 +89,582 | +11% | +$2.99M | |||
| $29.8M | 0.01% | 427,233 +15,846 | +4% | +$1.1M | |||
| $29.7M | 0.01% | 498,923 -3,471 | -0.7% | -$207K | |||
| $29.6M | 0.01% | 1,670,153 -198,789 | -11% | -$3.53M | |||
| $29.6M | 0.01% | 3,165,542 +894,451 | +39% | +$8.36M | |||
| $29.6M | 0.01% | 4,085,842 -1,168,676 | -22% | -$8.46M | |||
| $29.6M | 0.01% | 155,420 +26,915 | +21% | +$5.12M |
