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 | |
|---|---|---|---|---|---|---|---|
| $27.5M | 0.01% | 482,109 -87,506 | -15% | -$5M | |||
| $27.5M | 0.01% | 5,006,318 -936,053 | -16% | -$5.15M | |||
| $27.5M | 0.01% | 330,426 -449,154 | -58% | -$37.3M | |||
| $27.4M | 0.01% | 536,482 +136,143 | +34% | +$6.96M | |||
| $27.4M | 0.01% | 1,536,341 +400,746 | +35% | +$7.15M | |||
| $27.3M | 0.01% | 617,967 +42,246 | +7% | +$1.87M | |||
| $27.3M | 0.01% | 278,273 -7,178 | -3% | -$703K | |||
| $27.3M | 0.01% | 4,312,546 +2,128,445 | +97% | +$13.5M | |||
| $27.2M | 0.01% | 1,786,491 -601,605 | -25% | -$9.16M | |||
| $27.1M | 0.01% | 239,557 +46,141 | +24% | +$5.22M | |||
| $27.1M | 0.01% | 344,832 -211,214 | -38% | -$16.6M | |||
| $27.1M | 0.01% | 173,841 -51,846 | -23% | -$8.08M | |||
| $27.1M | 0.01% | 1,060,315 +70,988 | +7% | +$1.81M | |||
| $27M | 0.01% | 557,691 +208,187 | +60% | +$10.1M | |||
| $27M | 0.01% | 134,997 +46,962 | +53% | +$9.38M | |||
| $26.9M | 0% | 94,523 +26,783 | +40% | +$7.62M | |||
| $26.8M | 0% | 411,685 +15,946 | +4% | +$1.04M | |||
| $26.8M | 0% | 1,293,248 +124,105 | +11% | +$2.58M | |||
| $26.8M | 0% | 562,011 +179,974 | +47% | +$8.59M | |||
| $26.8M | 0% | 4,284,536 +1,234,514 | +40% | +$7.72M | |||
| $26.7M | 0% | 3,037,795 +123,729 | +4% | +$1.09M | |||
| $26.7M | 0% | 1,240,017 -43,001 | -3% | -$926K | |||
| $26.7M | 0% | 151,168 -142,235 | -48% | -$25.1M | |||
| $26.7M | 0% | 533,394 +72,315 | +16% | +$3.62M | |||
| $26.7M | 0% | 240,000 -14,161 | -6% | -$1.57M |
