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 | |
|---|---|---|---|---|---|---|---|
| $447M | 0.08% | 8,823,872 -557,405 | -6% | -$28.2M | |||
| $445M | 0.08% | 1,631,210 +82,622 | +5% | +$22.5M | |||
| $442M | 0.08% | 1,447,785 +175,193 | +14% | +$53.5M | |||
| $440M | 0.08% | 4,790,415 -574,681 | -11% | -$52.8M | |||
| $440M | 0.08% | 3,607,500 +1,131,910 | +46% | +$138M | |||
| $440M | 0.08% | 2,752,022 +1,495,324 | +119% | +$239M | |||
| $440M | 0.08% | 4,822,328 +2,100,933 | +77% | +$192M | |||
| $439M | 0.08% | 225,227 +82,202 | +57% | +$160M | |||
| $438M | 0.08% | 650,611 +63,416 | +11% | +$42.7M | |||
| $436M | 0.08% | 534,520 +231,854 | +77% | +$189M | |||
| $434M | 0.08% | 9,930,571 -2,059,764 | -17% | -$90M | |||
| $433M | 0.08% | 15,485,194 -490,089 | -3% | -$13.7M | |||
| $427M | 0.08% | 5,404,341 +73,621 | +1% | +$5.81M | |||
| $423M | 0.08% | 5,114,951 -263,656 | -5% | -$21.8M | |||
| $423M | 0.08% | 2,142,114 +355,743 | +20% | +$70.2M | |||
| $422M | 0.08% | 1,593,982 -68,260 | -4% | -$18.1M | |||
| $422M | 0.08% | 2,756,160 +736,400 | +36% | +$113M | |||
| $421M | 0.08% | 5,736,417 +891,686 | +18% | +$65.5M | |||
| $420M | 0.08% | 902,171 +247,066 | +38% | +$115M | |||
| $417M | 0.08% | 8,633,302 -5,948,620 | -41% | -$287M | |||
| $415M | 0.08% | 520 +125 | +32% | +$99.8M | |||
| $415M | 0.08% | 18,776,565 +2,020,190 | +12% | +$44.6M | |||
| $413M | 0.08% | 2,059,859 -157,868 | -7% | -$31.6M | |||
| $412M | 0.08% | 2,416,137 +290,919 | +14% | +$49.7M | |||
| $409M | 0.08% | 6,646,123 +2,392,989 | +56% | +$147M |
