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 | |
|---|---|---|---|---|---|---|---|
| $506M | 0.09% | 3,692,796 +904,084 | +32% | +$124M | |||
| $500M | 0.09% | 3,402,041 +607,551 | +22% | +$89.2M | |||
| $499M | 0.09% | 4,592,413 +299,943 | +7% | +$32.6M | |||
| $498M | 0.09% | 1,164,538 +312,883 | +37% | +$134M | |||
| $496M | 0.09% | 729,333 +122,696 | +20% | +$83.4M | |||
| $493M | 0.09% | 9,827,834 +2,787,792 | +40% | +$140M | |||
| $485M | 0.09% | 350,409 +31,913 | +10% | +$44.1M | |||
| $484M | 0.09% | 2,402,249 +1,189,787 | +98% | +$240M | |||
| $483M | 0.09% | 2,086,213 +794,027 | +61% | +$184M | |||
| $482M | 0.09% | 5,142,280 +700,788 | +16% | +$65.7M | |||
| $479M | 0.09% | 6,747,101 +95,480 | +1% | +$6.78M | |||
| $478M | 0.09% | 10,398,815 -107,896 | -1% | -$4.96M | |||
| $477M | 0.09% | 8,351,919 +683,479 | +9% | +$39.1M | |||
| $476M | 0.09% | 929,080 +299,686 | +48% | +$153M | |||
| $469M | 0.09% | 1,774,438 +50,590 | +3% | +$13.4M | |||
| $465M | 0.09% | 9,598,044 +1,447,774 | +18% | +$70.1M | |||
| $462M | 0.08% | 7,273,671 +727,320 | +11% | +$46.2M | |||
| $458M | 0.08% | 3,317,796 +3,095,723 | +1,394% | +$428M | |||
| $455M | 0.08% | 2,061,344 -397,692 | -16% | -$87.8M | |||
| $455M | 0.08% | 5,350,815 -25,354 | -0.5% | -$2.16M | |||
| $454M | 0.08% | 2,146,435 +384,609 | +22% | +$81.3M | |||
| $454M | 0.08% | 5,050,965 +139,334 | +3% | +$12.5M | |||
| $452M | 0.08% | 1,950,513 -331,039 | -15% | -$76.6M | |||
| $450M | 0.08% | 4,621,401 +771,368 | +20% | +$75.1M | |||
| $449M | 0.08% | 13,162,019 +282,892 | +2% | +$9.66M |
