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 | 19.91% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $23.2M | ﹤0.01% | 253,316 +147,315 | +139% | +$13.5M | |||
| $23.1M | ﹤0.01% | 452,886 +186,388 | +70% | +$9.52M | |||
| $23.1M | ﹤0.01% | 851,973 -8,382 | -1% | -$227K | |||
| $23.1M | ﹤0.01% | 175,261 -43,604 | -20% | -$5.74M | |||
| $23M | ﹤0.01% | 1,434,139 -799,646 | -36% | -$12.8M | |||
| $23M | ﹤0.01% | 447,029 +113,176 | +34% | +$5.82M | |||
| $22.9M | ﹤0.01% | 1,472,594 +247,138 | +20% | +$3.85M | |||
| $22.9M | ﹤0.01% | 375,948 -202,185 | -35% | -$12.3M | |||
| $22.9M | ﹤0.01% | 886,008 +7,566 | +0.9% | +$195K | |||
| $22.8M | ﹤0.01% | 1,843,384 +8,550 | +0.5% | +$106K | |||
| $22.8M | ﹤0.01% | 219,032 -52,356 | -19% | -$5.44M | |||
| $22.7M | ﹤0.01% | 468,606 +47,156 | +11% | +$2.28M | |||
| $22.5M | ﹤0.01% | 555,404 -70,195 | -11% | -$2.84M | |||
| $22.5M | ﹤0.01% | 1,172,848 -567,008 | -33% | -$10.9M | |||
| $22.4M | ﹤0.01% | 351,231 -267,543 | -43% | -$17.1M | |||
| $22.4M | ﹤0.01% | 1,516,255 +691,832 | +84% | +$10.2M | |||
| $22.4M | ﹤0.01% | 286,297 +126,185 | +79% | +$9.86M | |||
| $22.3M | ﹤0.01% | 1,638,313 +398,289 | +32% | +$5.43M | |||
| $22.3M | ﹤0.01% | 530,906 -11,967 | -2% | -$503K | |||
| $22.2M | ﹤0.01% | 1,364,037 -66,427 | -5% | -$1.08M | |||
| $22.2M | ﹤0.01% | 8,339,260 +2,557,090 | +44% | +$6.8M | |||
| $22.1M | ﹤0.01% | 376,760 +78,962 | +27% | +$4.63M | |||
| $22.1M | ﹤0.01% | 396,835 -153,480 | -28% | -$8.54M | |||
| $22.1M | ﹤0.01% | 834,307 +323,643 | +63% | +$8.56M | |||
| $22M | ﹤0.01% | 1,960,296 +444,093 | +29% | +$4.99M |
