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 | |
|---|---|---|---|---|---|---|---|
| $28.4M | 0.01% | 2,206,144 +474,364 | +27% | +$6.1M | |||
| $28.4M | 0.01% | 509,262 +34,027 | +7% | +$1.89M | |||
| $28.4M | 0.01% | 170,177 +10,149 | +6% | +$1.69M | |||
| $28.3M | 0.01% | 1,221,592 +878,813 | +256% | +$20.4M | |||
| $28.3M | 0.01% | 579,380 -123,175 | -18% | -$6.01M | |||
| $28.3M | 0.01% | 564,219 +75,129 | +15% | +$3.76M | |||
| $28.2M | 0.01% | 248,316 +53,774 | +28% | +$6.12M | |||
| $28.2M | 0.01% | 475,985 +395,536 | +492% | +$23.5M | |||
| $28.2M | 0.01% | 5,692,606 +5,264,665 | +1,230% | +$26.1M | |||
| $28.1M | 0.01% | 1,790,136 +522,543 | +41% | +$8.19M | |||
| $27.9M | 0.01% | 384,133 +120,282 | +46% | +$8.75M | |||
| $27.9M | 0.01% | 177,676 +22,486 | +14% | +$3.53M | |||
| $27.9M | 0.01% | 544,803 -202,831 | -27% | -$10.4M | |||
| $27.8M | 0.01% | 1,530,134 +398,390 | +35% | +$7.25M | |||
| $27.8M | 0.01% | 709,301 -158,626 | -18% | -$6.22M | |||
| $27.8M | 0.01% | 304,523 +15,355 | +5% | +$1.4M | |||
| $27.7M | 0.01% | 1,280,591 -576,628 | -31% | -$12.5M | |||
| $27.6M | 0.01% | 626,430 +404,252 | +182% | +$17.8M | |||
| $27.6M | 0.01% | 624,408 -38,142 | -6% | -$1.69M | |||
| $27.6M | 0.01% | 521,363 +30,220 | +6% | +$1.6M | |||
| $27.6M | 0.01% | 1,088,015 -1,135,917 | -51% | -$28.8M | |||
| $27.6M | 0.01% | 5,351,671 +107,730 | +2% | +$556K | |||
| $27.6M | 0.01% | 1,498,098 -4,232,580 | -74% | -$77.9M | |||
| $27.6M | 0.01% | 203,880 +31,024 | +18% | +$4.19M | |||
| $27.6M | 0.01% | 801,104 +475,179 | +146% | +$16.3M |
