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 | |
|---|---|---|---|---|---|---|
|
TIGR
4001
UP Fintech Holding
TIGR
$833M
| $5.13M | ﹤0.01% |
480,574
+102,116
| +27% | +$1.09M |
|
4002
Sana Biotechnology
SANA
$1.1B
| $5.13M | ﹤0.01% |
1,443,986
+298,551
| +26% | +$1.08M |
|
4003
Lakeland Financial Corp
LKFN
$1.56B
| $5.12M | ﹤0.01% |
79,804
+17,105
| +27% | +$1.11M |
|
|
UPB
4004
Upstream Bio Inc
UPB
$378M
| $5.12M | ﹤0.01% |
272,271
+39,384
| +17% | +$612K |
|
4005
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.41B
| $5.11M | ﹤0.01% |
56,315
+18,866
| +50% | +$1.59M |
|
4006
TORM
TRMD
$3.01B
| $5.1M | ﹤0.01% |
247,535
-216,709
| -47% | -$4.36M |
|
4007
Invesco International BuyBack Achievers ETF
IPKW
$553M
| $5.1M | ﹤0.01% |
96,725
+21,714
| +29% | +$1.11M |
|
4008
iShares Latin America 40 ETF
ILF
$3.69B
| $5.1M | ﹤0.01% |
176,371
-4,251
| -2% | -$113K |
|
|
KGEI
4009
Kolibri Global Energy
KGEI
$200M
| $5.09M | ﹤0.01% |
917,787
-313,455
| -25% | -$1.83M |
|
4010
DNP Select Income Fund
DNP
$4.11B
| $5.07M | ﹤0.01% |
506,724
-881
| -0.2% | -$8.67K |
|
4011
DNOW Inc
DNOW
$2.95B
| $5.07M | ﹤0.01% |
332,406
+197,199
| +146% | +$2.98M |
|
4012
Tactile Systems Technology
TCMD
$537M
| $5.07M | ﹤0.01% |
366,087
+31,224
| +9% | +$376K |
|
|
ETNB
4013
PUT
DELISTED
89bio
ETNB
| $5.05M | ﹤0.01% |
+343,600
| New | +$3.5M |
|
4014
CALL
DaVita
DVA
$11.4B
| $5.05M | ﹤0.01% |
38,000
-14,000
| -27% | -$1.92M |
|
|
XNET
4015
Xunlei
XNET
$328M
| $5.04M | ﹤0.01% |
526,637
+311,112
| +144% | +$1.91M |
|
4016
Gladstone Capital
GLAD
$452M
| $5.03M | ﹤0.01% |
230,218
+62,738
| +37% | +$1.65M |
|
4017
Invesco Biotechnology & Genome ETF
PBE
$359M
| $5.03M | ﹤0.01% |
72,025
-3,958
| -5% | -$267K |
|
|
OKLO
4018
PUT
Oklo
OKLO
$8.64B
| $5.02M | ﹤0.01% |
+45,000
| New | +$3.52M |
|
|
SILA
4019
DELISTED
Sila Realty Trust
SILA
| $5.02M | ﹤0.01% |
200,115
-21,152
| -10% | -$527K |
|
4020
Amplify Junior Silver Miners ETF
SILJ
$3.89B
| $5.02M | ﹤0.01% |
217,531
+104,358
| +92% | +$1.82M |
|
4021
PUT
MINISO
MNSO
$3.53B
| $5.02M | ﹤0.01% |
+223,126
| New | +$4.77M |
|
4022
Global X Cybersecurity ETF
BUG
$1.56B
| $5.01M | ﹤0.01% |
142,481
+19,080
| +15% | +$661K |
|
4023
Hamilton Insurance Group
HG
$2.32B
| $5.01M | ﹤0.01% |
202,155
-10,185
| -5% | -$232K |
|
4024
Invesco Global Water ETF
PIO
$278M
| $5M | ﹤0.01% |
111,290
+4,481
| +4% | +$200K |
|
4025
CALL
BioNTech
BNTX
$23.1B
| $4.99M | ﹤0.01% |
50,600
| – | – |
|
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.