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 | |
|---|---|---|---|---|---|---|---|
| $29.5M | 0.01% | 506,081 +197,760 | +64% | +$11.5M | |||
| $29.5M | 0.01% | 253,095 +69,712 | +38% | +$8.12M | |||
| $29.5M | 0.01% | 5,569,782 +2,565,137 | +85% | +$13.6M | |||
| $29.4M | 0.01% | 471,814 +236,662 | +101% | +$14.8M | |||
| $29.3M | 0.01% | 1,708,013 +261,422 | +18% | +$4.49M | |||
| $29.3M | 0.01% | 1,183,442 +434,897 | +58% | +$10.8M | |||
| $29.3M | 0.01% | 446,893 +1,828 | +0.4% | +$120K | |||
| $29.3M | 0.01% | 535,568 +44,658 | +9% | +$2.44M | |||
| $29.3M | 0.01% | 1,164,256 +21,830 | +2% | +$549K | |||
| $29.3M | 0.01% | 1,299,248 -1,151,743 | -47% | -$26M | |||
| $29.3M | 0.01% | 745,400 -51,969 | -7% | -$2.04M | |||
| $29.2M | 0.01% | 1,434,763 +4,099 | +0.3% | +$83.5K | |||
| $28.9M | 0.01% | 573,189 +11,344 | +2% | +$572K | |||
| $28.9M | 0.01% | 1,130,814 -31,919 | -3% | -$816K | |||
| $28.9M | 0.01% | 1,078,116 +98,288 | +10% | +$2.63M | |||
| $28.8M | 0.01% | 711,684 +249,996 | +54% | +$10.1M | |||
| $28.8M | 0.01% | 448,702 -23,919 | -5% | -$1.53M | |||
| $28.6M | 0.01% | 168,202 +44,996 | +37% | +$7.66M | |||
| $28.6M | 0.01% | 1,029,535 +522,368 | +103% | +$14.5M | |||
| $28.6M | 0.01% | 451,747 -246,846 | -35% | -$15.6M | |||
| $28.6M | 0.01% | 281,965 +74,262 | +36% | +$7.52M | |||
| $28.5M | 0.01% | 1,461,789 -357,847 | -20% | -$6.99M | |||
| $28.5M | 0.01% | 46,270 +1,997 | +5% | +$1.23M | |||
| $28.5M | 0.01% | 354,295 +97,850 | +38% | +$7.86M | |||
| $28.4M | 0.01% | 1,435,963 -12,591 | -0.9% | -$249K |
