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 | |
|---|---|---|---|---|---|---|
|
SA
3851
Seabridge Gold
SA
$3.5B
| $5.94M | ﹤0.01% |
246,169
-149,415
| -38% | -$2.59M |
|
3852
Navient
NAVI
$793M
| $5.94M | ﹤0.01% |
451,973
+188,684
| +72% | +$2.56M |
|
3853
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$656M
| $5.94M | ﹤0.01% |
288,844
+6,734
| +2% | +$138K |
|
3854
First Financial Corp
THFF
$974M
| $5.94M | ﹤0.01% |
105,159
-16,057
| -13% | -$909K |
|
3855
Bumble
BMBL
$355M
| $5.93M | ﹤0.01% |
974,286
+275,883
| +40% | +$1.88M |
|
3856
Neuronetics
STIM
$216M
| $5.91M | ﹤0.01% |
2,164,831
+1,846,801
| +581% | +$6.56M |
|
|
STXF
3857
Strive 500 ETF
STXF
$1.16B
| $5.9M | ﹤0.01% |
136,593
-942
| -0.7% | -$39.1K |
|
3858
Invesco Solar ETF
TAN
$1.4B
| $5.9M | ﹤0.01% |
135,160
-356,507
| -73% | -$14.2M |
|
3859
State Street SPDR S&P China ETF
GXC
$476M
| $5.89M | ﹤0.01% |
56,120
-1,805
| -3% | -$173K |
|
3860
CALL
Air Products & Chemicals
APD
$68.1B
| $5.89M | ﹤0.01% |
21,590
-4,800
| -18% | -$1.39M |
|
3861
Harrow
HROW
$1.48B
| $5.89M | ﹤0.01% |
122,202
+17,806
| +17% | +$671K |
|
3862
Pathward Financial
CASH
$1.8B
| $5.89M | ﹤0.01% |
79,541
+21,142
| +36% | +$1.65M |
|
3863
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.07B
| $5.88M | ﹤0.01% |
52,732
+32,399
| +159% | +$3.2M |
|
3864
National Vision
EYE
$1.61B
| $5.88M | ﹤0.01% |
201,322
+39,381
| +24% | +$967K |
|
3865
CALL
Prologis
PLD
$132B
| $5.87M | ﹤0.01% |
51,300
+37,900
| +283% | +$4.17M |
|
|
FFA
3866
First Trust Enhanced Equity Income Fund
FFA
$473M
| $5.86M | ﹤0.01% |
272,496
-4,086
| -1% | -$86K |
|
|
VISN
3867
Vistance Networks Inc
VISN
$2.72B
| $5.86M | ﹤0.01% |
378,642
-336,633
| -47% | -$4.37M |
|
3868
LifeMD
LFMD
$158M
| $5.86M | ﹤0.01% |
863,022
-74,309
| -8% | -$614K |
|
3869
Hycroft Mining Holding Corp
HYMC
$2.62B
| $5.86M | ﹤0.01% |
945,022
+828,625
| +712% | +$3.68M |
|
3870
Excelerate Energy
EE
$1.13B
| $5.85M | ﹤0.01% |
232,418
-159,738
| -41% | -$3.99M |
|
3871
PUT
Dynatrace
DT
$14.3B
| $5.85M | ﹤0.01% |
120,700
-9,300
| -7% | -$471K |
|
3872
WesBanco
WSBC
$4.05B
| $5.84M | ﹤0.01% |
182,996
+8,123
| +5% | +$259K |
|
|
IAS
3873
DELISTED
Integral Ad Science
IAS
| $5.84M | ﹤0.01% |
574,116
+269,577
| +89% | +$2.33M |
|
3874
Franklin Short Duration US Government ETF
FTSD
$309M
| $5.84M | ﹤0.01% |
64,116
-1,155
| -2% | -$105K |
|
3875
Vericel Corp
VCEL
$2.25B
| $5.84M | ﹤0.01% |
185,477
-38,387
| -17% | -$1.38M |
|
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.