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 | |
|---|---|---|---|---|---|---|---|
| $20.8M | ﹤0.01% | 1,163,432 +28,857 | +3% | +$515K | |||
| $20.7M | ﹤0.01% | 1,626,563 +321,234 | +25% | +$4.09M | |||
| $20.7M | ﹤0.01% | 234,830 +72,080 | +44% | +$6.36M | |||
| $20.7M | ﹤0.01% | 436,465 +65,253 | +18% | +$3.09M | |||
| $20.6M | ﹤0.01% | 135,362 +37,523 | +38% | +$5.72M | |||
| $20.6M | ﹤0.01% | 1,068,238 +549,969 | +106% | +$10.6M | |||
| $20.6M | ﹤0.01% | 865,882 +115,541 | +15% | +$2.75M | |||
| $20.5M | ﹤0.01% | 262,585 -54,954 | -17% | -$4.3M | |||
| $20.5M | ﹤0.01% | 430,420 -83,528 | -16% | -$3.98M | |||
| $20.5M | ﹤0.01% | 630,683 -12,005 | -2% | -$390K | |||
| $20.5M | ﹤0.01% | 773,711 -674,010 | -47% | -$17.8M | |||
| $20.4M | ﹤0.01% | 1,231,410 +3,302 | +0.3% | +$54.8K | |||
| $20.4M | ﹤0.01% | 510,856 -35,183 | -6% | -$1.41M | |||
| $20.4M | ﹤0.01% | 364,046 -276,335 | -43% | -$15.5M | |||
| $20.4M | ﹤0.01% | 1,065,906 -836,541 | -44% | -$16M | |||
| $20.4M | ﹤0.01% | 287,111 +207,800 | +262% | +$14.7M | |||
| $20.3M | ﹤0.01% | 1,550,899 -247,841 | -14% | -$3.25M | |||
| $20.3M | ﹤0.01% | 835,942 +78,468 | +10% | +$1.91M | |||
| $20.3M | ﹤0.01% | 204,961 +3,371 | +2% | +$334K | |||
| $20.3M | ﹤0.01% | 564,627 +217,614 | +63% | +$7.82M | |||
| $20.3M | ﹤0.01% | 120,659 -18,908 | -14% | -$3.18M | |||
| $20.3M | ﹤0.01% | 759,752 -7,277 | -1% | -$194K | |||
| $20.3M | ﹤0.01% | 1,770,240 -401,371 | -18% | -$4.6M | |||
| $20.3M | ﹤0.01% | 1,766,224 -131,926 | -7% | -$1.51M | |||
| $20.2M | ﹤0.01% | 222,007 +204,864 | +1,195% | +$18.7M |
