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
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.08B |
| 2 |
UBS Group
UBS
|
+$643M |
| 3 |
Southwest Airlines
LUV
|
+$588M |
| 4 |
Medtronic
MDT
|
+$505M |
| 5 |
Workday
WDAY
|
+$497M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.51B |
| 2 |
Tesla
TSLA
|
+$1.13B |
| 3 |
Apple
AAPL
|
+$976M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$803M |
| 5 |
Chevron
CVX
|
+$688M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.79% |
| 2 | Financials | 9.18% |
| 3 | Industrials | 6.66% |
| 4 | Consumer Discretionary | 6.42% |
| 5 | Healthcare | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3351
Exponent
EXPO
$3.21B
| $9.45M | ﹤0.01% |
136,045
+35,822
| +36% | +$2.56M |
|
|
MZTI
3352
The Marzetti Company
MZTI
$3.13B
| $9.45M | ﹤0.01% |
54,700
-844
| -2% | -$151K |
|
3353
The RealReal
REAL
$1.45B
| $9.45M | ﹤0.01% |
888,956
-2,059,269
| -70% | -$15.2M |
|
3354
Apogee Enterprises
APOG
$887M
| $9.45M | ﹤0.01% |
216,814
+58,073
| +37% | +$2.49M |
|
3355
Constellium
CSTM
$3.98B
| $9.44M | ﹤0.01% |
634,220
-92,593
| -13% | -$1.32M |
|
|
SNCY
3356
DELISTED
Sun Country Airlines
SNCY
| $9.43M | ﹤0.01% |
798,829
-49,005
| -6% | -$606K |
|
3357
Coursera
COUR
$1.52B
| $9.43M | ﹤0.01% |
805,277
+35,154
| +5% | +$382K |
|
3358
ALPS International Sector Dividend Dogs ETF
IDOG
$563M
| $9.42M | ﹤0.01% |
264,618
-14,439
| -5% | -$509K |
|
3359
Cohen & Steers
CNS
$4.22B
| $9.42M | ﹤0.01% |
143,558
+85,236
| +146% | +$6.25M |
|
3360
CALL
Qiagen
QGEN
$9.05B
| $9.41M | ﹤0.01% |
210,693
-100
| -0% | -$4.79K |
|
3361
Global X E-commerce ETF
EBIZ
$29.5M
| $9.4M | ﹤0.01% |
268,101
+2,124
| +0.8% | +$70.2K |
|
3362
Eastern Bankshares
EBC
$5.24B
| $9.39M | ﹤0.01% |
517,368
+44,719
| +9% | +$738K |
|
3363
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$743M
| $9.38M | ﹤0.01% |
424,959
+33,621
| +9% | +$741K |
|
3364
CALL
TeraWulf
WULF
$8.08B
| $9.38M | ﹤0.01% |
821,500
-1,074,200
| -57% | -$8.21M |
|
3365
Liquidia Corp
LQDA
$8.1B
| $9.38M | ﹤0.01% |
412,380
+137,732
| +50% | +$2.99M |
|
3366
LCI Industries
LCII
$2.55B
| $9.36M | ﹤0.01% |
100,474
-18,201
| -15% | -$1.82M |
|
|
BAI
3367
iShares A.I. Innovation and Tech Active ETF
BAI
$13.6B
| $9.36M | ﹤0.01% |
+273,885
| New | +$8.64M |
|
|
BLDP
3368
Ballard Power Systems
BLDP
$769M
| $9.34M | ﹤0.01% |
3,434,480
-733,344
| -18% | -$1.5M |
|
3369
CALL
Generac Holdings
GNRC
$12.2B
| $9.31M | ﹤0.01% |
55,600
+45,600
| +456% | +$7.99M |
|
3370
Alpha Teknova
TKNO
$361M
| $9.3M | ﹤0.01% |
1,502,144
-84,166
| -5% | -$396K |
|
3371
Teladoc Health
TDOC
$1.29B
| $9.29M | ﹤0.01% |
1,201,784
+198,647
| +20% | +$1.55M |
|
3372
Copa Holdings
CPA
$5.58B
| $9.28M | ﹤0.01% |
78,125
-20,873
| -21% | -$2.39M |
|
3373
Alpha Metallurgical Resources
AMR
$1.95B
| $9.28M | ﹤0.01% |
56,556
-16,966
| -23% | -$2.35M |
|
3374
CALL
Regeneron Pharmaceuticals
REGN
$83.2B
| $9.28M | ﹤0.01% |
16,500
-4,500
| -21% | -$2.54M |
|
3375
Magnite
MGNI
$3.47B
| $9.26M | ﹤0.01% |
425,277
-1,307,941
| -75% | -$30.9M |
|
Similar funds
UBS Group's Q3 2025 Portfolio in Review
As of Q3 2025, UBS Group held 11,340 positions worth $638B, up 11% from $578B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
UBS Group's Q3 2025 filing shows 1,170 new, 4,190 increased, 4,486 reduced and 1,079 closed positions. Its largest new stake was Paramount Skydance Corp: 13,287,677 shares worth $251M. The largest sale was NVIDIA, an estimated $1.51B.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
- UBS Group's largest Q3 2025 buy was Paramount Skydance Corp: 13,287,677 shares worth $251M.
- UBS Group added most to iShares Core S&P 500 ETF in Q3 2025, an estimated $1.08B increase.
- UBS Group's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $1.51B.
- UBS Group fully exited Hess in Q3 2025, selling an estimated $442M.
- UBS Group's ten largest holdings make up 16% of its $638B portfolio in Q3 2025.
- UBS Group opened 1,170 new positions and closed 1,079 in Q3 2025.
- UBS Group's portfolio value rose 11% quarter-over-quarter to $638B.
Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.