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 | |
|---|---|---|---|---|---|---|
3901
Invesco MSCI Sustainable Future ETF
ERTH
$137M
| $5.64M | ﹤0.01% |
118,456
-1,187
| -1% | -$53.3K |
|
3902
Federal Agricultural Mortgage
AGM
$2.56B
| $5.63M | ﹤0.01% |
33,534
-3,811
| -10% | -$714K |
|
|
JMIA
3903
Jumia Technologies
JMIA
$764M
| $5.63M | ﹤0.01% |
485,131
-134,275
| -22% | -$982K |
|
|
SAND
3904
DELISTED
Sandstorm Gold
SAND
| $5.63M | ﹤0.01% |
449,859
-169,066
| -27% | -$1.8M |
|
3905
Invesco Dorsey Wright Technology Momentum ETF
PTF
$660M
| $5.63M | ﹤0.01% |
75,189
-17,332
| -19% | -$1.21M |
|
3906
Virtus Investment Partners
VRTS
$1.11B
| $5.61M | ﹤0.01% |
29,543
+23,351
| +377% | +$4.59M |
|
|
NBIS
3907
PUT
Nebius Group N.V.
NBIS
$60.6B
| $5.61M | ﹤0.01% |
50,000
+38,300
| +327% | +$2.66M |
|
3908
AvePoint
AVPT
$2.73B
| $5.61M | ﹤0.01% |
373,445
+128,447
| +52% | +$2.16M |
|
3909
Invesco Trust Investment Grade Municipals
VGM
$564M
| $5.6M | ﹤0.01% |
553,422
+20,761
| +4% | +$201K |
|
3910
Capital Group Core Bond ETF
CGCB
$5.78B
| $5.59M | ﹤0.01% |
210,481
+72,860
| +53% | +$1.92M |
|
3911
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$798M
| $5.59M | ﹤0.01% |
121,479
-7,225
| -6% | -$326K |
|
3912
American Express Global Business Travel
GBTG
$4.94B
| $5.59M | ﹤0.01% |
691,281
-62,671
| -8% | -$464K |
|
3913
CALL
Valaris
VAL
$5.92B
| $5.58M | ﹤0.01% |
114,500
| – | – |
|
3914
Bloomin' Brands
BLMN
$958M
| $5.58M | ﹤0.01% |
778,765
-1,775,067
| -70% | -$14.3M |
|
|
HAPN
3915
Happen Inc
HAPN
$2.22B
| $5.58M | ﹤0.01% |
367,418
+87,756
| +31% | +$1.33M |
|
3916
Vishay Intertechnology
VSH
$5.25B
| $5.58M | ﹤0.01% |
364,751
-98,324
| -21% | -$1.56M |
|
3917
Capital Group Core Balanced ETF
CGBL
$7.49B
| $5.56M | ﹤0.01% |
160,251
+46,562
| +41% | +$1.59M |
|
3918
Herbalife
HLF
$1.23B
| $5.56M | ﹤0.01% |
658,654
+280,870
| +74% | +$2.65M |
|
3919
Brookfield Infrastructure Partners
BIP
$18.4B
| $5.56M | ﹤0.01% |
168,995
+3,965
| +2% | +$125K |
|
3920
PUT
Global X Uranium ETF
URA
$6.35B
| $5.54M | ﹤0.01% |
116,300
+54,600
| +88% | +$2.25M |
|
|
UCB
3921
United Community Banks
UCB
$4.36B
| $5.54M | ﹤0.01% |
176,798
+8,365
| +5% | +$265K |
|
3922
Aura Biosciences
AURA
$754M
| $5.54M | ﹤0.01% |
896,811
+5,783
| +0.6% | +$37.8K |
|
|
AMTM
3923
Amentum Holdings
AMTM
$5.39B
| $5.54M | ﹤0.01% |
231,190
-535,114
| -70% | -$13M |
|
3924
Frontier Group Holdings
ULCC
$1.57B
| $5.53M | ﹤0.01% |
1,253,006
+408,271
| +48% | +$1.85M |
|
|
KALV
3925
DELISTED
KalVista Pharmaceuticals
KALV
| $5.53M | ﹤0.01% |
454,148
+181,287
| +66% | +$2.5M |
|
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.