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 | |
|---|---|---|---|---|---|---|---|
| $25.6M | 0% | 675,763 -732 | -0.1% | -$27.7K | |||
| $25.6M | 0% | 353,623 +40,055 | +13% | +$2.9M | |||
| $25.5M | 0% | 263,718 +17,950 | +7% | +$1.73M | |||
| $25.3M | 0% | 548,824 +365,897 | +200% | +$16.9M | |||
| $25.3M | 0% | 1,646,404 +1,398,150 | +563% | +$21.5M | |||
| $25.2M | 0% | 459,885 -109,008 | -19% | -$5.98M | |||
| $25.2M | 0% | 521,878 +48,887 | +10% | +$2.36M | |||
| $25.2M | 0% | 331,922 +148,144 | +81% | +$11.2M | |||
| $25.1M | 0% | 722,255 -173,489 | -19% | -$6.04M | |||
| $25.1M | 0% | 250,459 +143,236 | +134% | +$14.4M | |||
| $25.1M | 0% | 251,196 -55,946 | -18% | -$5.59M | |||
| $25M | 0% | 240,547 -11,246 | -4% | -$1.17M | |||
| $25M | 0% | 378,323 +33,268 | +10% | +$2.2M | |||
| $25M | 0% | 364,661 -386,795 | -51% | -$26.5M | |||
| $24.9M | 0% | 631,691 -15,406 | -2% | -$607K | |||
| $24.9M | 0% | 1,149,740 -1,090,104 | -49% | -$23.6M | |||
| $24.8M | 0% | 302,224 -6,956 | -2% | -$572K | |||
| $24.8M | 0% | 408,628 +96,530 | +31% | +$5.85M | |||
| $24.8M | 0% | 298,242 +11,120 | +4% | +$923K | |||
| $24.7M | 0% | 685,062 +44,520 | +7% | +$1.61M | |||
| $24.7M | 0% | 2,901,056 +2,824,308 | +3,680% | +$24M | |||
| $24.7M | 0% | 877,559 +305,096 | +53% | +$8.58M | |||
| $24.6M | 0% | 628,131 +100,236 | +19% | +$3.92M | |||
| $24.6M | 0% | 1,464,969 +21,455 | +1% | +$360K | |||
| $24.5M | 0% | 302,714 -10,854 | -3% | -$879K |
