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 | |
|---|---|---|---|---|---|---|---|
| $608M | 0.11% | 2,966,876 -417,879 | -12% | -$85.7M | |||
| $604M | 0.11% | 23,818,891 -3,220,014 | -12% | -$81.6M | |||
| $599M | 0.11% | 130,099 -5,934 | -4% | -$27.3M | |||
| $598M | 0.11% | 5,695,243 +166,783 | +3% | +$17.5M | |||
| $598M | 0.11% | 1,606,747 +186,150 | +13% | +$69.3M | |||
| $590M | 0.11% | 4,039,539 +564,005 | +16% | +$82.4M | |||
| $587M | 0.11% | 9,632,421 +18,213 | +0.2% | +$1.11M | |||
| $584M | 0.11% | 7,200,782 +3,622,240 | +101% | +$294M | |||
| $582M | 0.11% | 7,505,417 +4,050,346 | +117% | +$314M | |||
| $579M | 0.11% | 4,516,846 +257,212 | +6% | +$33M | |||
| $572M | 0.11% | 4,633,868 -4,444,874 | -49% | -$549M | |||
| $572M | 0.11% | 2,224,791 +10,016 | +0.5% | +$2.57M | |||
| $571M | 0.1% | 5,109,363 +18,110 | +0.4% | +$2.02M | |||
| $570M | 0.1% | 8,405,917 -1,508,924 | -15% | -$102M | |||
| $567M | 0.1% | 5,968,513 +166,291 | +3% | +$15.8M | |||
| $554M | 0.1% | 4,190,774 -92,807 | -2% | -$12.3M | |||
| $544M | 0.1% | 2,246,931 -24,511 | -1% | -$5.94M | |||
| $542M | 0.1% | 14,676,960 +669,592 | +5% | +$24.7M | |||
| $528M | 0.1% | 8,960,342 +771,515 | +9% | +$45.5M | |||
| $521M | 0.1% | 1,305,499 +415,929 | +47% | +$166M | |||
| $521M | 0.1% | 13,749,859 +1,284,337 | +10% | +$48.6M | |||
| $519M | 0.1% | 18,191,036 -1,064,209 | -6% | -$30.4M | |||
| $518M | 0.1% | 4,626,222 -257,398 | -5% | -$28.8M | |||
| $517M | 0.1% | 3,140,378 +1,340,411 | +74% | +$221M | |||
| $517M | 0.1% | 3,349,365 +179,549 | +6% | +$27.7M |
