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 | |
|---|---|---|---|---|---|---|---|
| $11.2M | ﹤0.01% | 2,296,679 -4,452,512 | -66% | -$21.7M | |||
| $11.2M | ﹤0.01% | 190,294 +1,135 | +0.6% | +$66.6K | |||
| $11.1M | ﹤0.01% | 134,584 -35,591 | -21% | -$2.95M | |||
| $11.1M | ﹤0.01% | 291,370 +34,052 | +13% | +$1.3M | |||
| $11.1M | ﹤0.01% | 423,439 +236,624 | +127% | +$6.21M | |||
| $11.1M | ﹤0.01% | 63,511 -30,085 | -32% | -$5.26M | |||
| $11.1M | ﹤0.01% | 692,270 +5,289 | +0.8% | +$84.7K | |||
| $11.1M | ﹤0.01% | 315,519 +88,810 | +39% | +$3.11M | |||
| $11M | ﹤0.01% | 498,366 -344,805 | -41% | -$7.64M | |||
| $11M | ﹤0.01% | 99,542 +13,245 | +15% | +$1.47M | |||
| $11M | ﹤0.01% | 459,667 +362,364 | +372% | +$8.7M | |||
| $11M | ﹤0.01% | 1,855,192 +706,956 | +62% | +$4.21M | |||
| $11M | ﹤0.01% | 895,306 +251,133 | +39% | +$3.09M | |||
| $11M | ﹤0.01% | 282,272 +159,195 | +129% | +$6.2M | |||
| $11M | ﹤0.01% | 58,961 +289 | +0.5% | +$53.9K | |||
| $11M | ﹤0.01% | 476,492 -20,525 | -4% | -$473K | |||
| $10.9M | ﹤0.01% | 743,714 -516,355 | -41% | -$7.6M | |||
| $10.9M | ﹤0.01% | 416,510 +136,752 | +49% | +$3.59M | |||
| $10.9M | ﹤0.01% | 311,965 +90,633 | +41% | +$3.17M | |||
| $10.9M | ﹤0.01% | 1,336,871 +256,840 | +24% | +$2.1M | |||
| $10.9M | ﹤0.01% | 1,462,638 -374,364 | -20% | -$2.79M | |||
| $10.9M | ﹤0.01% | 412,975 +101,993 | +33% | +$2.69M | |||
| $10.9M | ﹤0.01% | 367,540 +107,225 | +41% | +$3.18M | |||
| $10.9M | ﹤0.01% | 460,777 -2,770 | -0.6% | -$65.5K | |||
| $10.9M | ﹤0.01% | 188,619 -118,656 | -39% | -$6.85M |
