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 | |
|---|---|---|---|---|---|---|
3926
NCR Voyix
VYX
$1.18B
| $5.52M | ﹤0.01% |
440,169
-147,169
| -25% | -$1.94M |
|
3927
CALL
HubSpot
HUBS
$12.1B
| $5.52M | ﹤0.01% |
11,800
+6,600
| +127% | +$3.32M |
|
3928
ProShares UltraPro Dow 30
UDOW
$929M
| $5.51M | ﹤0.01% |
102,862
-69,206
| -40% | -$3.44M |
|
3929
Sylvamo
SLVM
$1.55B
| $5.5M | ﹤0.01% |
124,398
-12,728
| -9% | -$590K |
|
3930
Arcosa
ACA
$7.13B
| $5.5M | ﹤0.01% |
58,656
+3,955
| +7% | +$368K |
|
3931
Fidelity Enhanced International ETF
FENI
$11.4B
| $5.49M | ﹤0.01% |
155,710
+148,564
| +2,079% | +$5.06M |
|
|
ALX
3932
Alexander's
ALX
$1.4B
| $5.49M | ﹤0.01% |
23,405
+15,106
| +182% | +$3.55M |
|
3933
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.57B
| $5.48M | ﹤0.01% |
334,363
-183,344
| -35% | -$3.01M |
|
|
NTST
3934
NETSTREIT Corp
NTST
$2.09B
| $5.48M | ﹤0.01% |
303,619
+81,699
| +37% | +$1.48M |
|
3935
Towne Bank
TOWN
$3.49B
| $5.47M | ﹤0.01% |
158,345
+66,737
| +73% | +$2.39M |
|
|
IGI
3936
Western Asset Investment Grade Defined Opportunity Trust
IGI
$95.5M
| $5.46M | ﹤0.01% |
327,440
+23,237
| +8% | +$386K |
|
3937
CALL
Toronto Dominion Bank
TD
$203B
| $5.46M | ﹤0.01% |
68,338
| – | – |
|
|
GTERU
3938
Globa Terra Acquisition Corp Units
GTERU
$159M
| $5.46M | ﹤0.01% |
+536,837
| New | +$5.45M |
|
3939
VanEck Short Muni ETF
SMB
$314M
| $5.45M | ﹤0.01% |
312,836
+4,636
| +2% | +$80.4K |
|
3940
CALL
Cardinal Health
CAH
$53.6B
| $5.45M | ﹤0.01% |
34,700
+32,800
| +1,726% | +$5.07M |
|
3941
CION Investment
CION
$381M
| $5.44M | ﹤0.01% |
574,045
+22,140
| +4% | +$224K |
|
3942
CALL
Canadian Natural Resources
CNQ
$98.2B
| $5.43M | ﹤0.01% |
170,000
| – | – |
|
3943
iShares US Utilities ETF
IDU
$1.38B
| $5.43M | ﹤0.01% |
48,962
+445
| +0.9% | +$48K |
|
3944
ProShares UltraPro S&P 500
UPRO
$5.85B
| $5.43M | ﹤0.01% |
48,669
-41,030
| -46% | -$4.12M |
|
3945
Werner Enterprises
WERN
$2.32B
| $5.43M | ﹤0.01% |
206,132
+43,494
| +27% | +$1.22M |
|
3946
PUT
American Tower
AMT
$81.3B
| $5.42M | ﹤0.01% |
28,200
| – | – |
|
3947
BlackRock MuniYield New York Quality Fund
MYN
$379M
| $5.42M | ﹤0.01% |
545,624
-9,439
| -2% | -$89.4K |
|
3948
CALL
Insmed
INSM
$27.8B
| $5.41M | ﹤0.01% |
+37,600
| New | +$4.61M |
|
3949
Honda
HMC
$40.5B
| $5.41M | ﹤0.01% |
175,694
-14,117
| -7% | -$461K |
|
3950
Dime Commercial Bancshares
DCOM
$1.82B
| $5.41M | ﹤0.01% |
181,357
-425,527
| -70% | -$12.5M |
|
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.