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 | |
|---|---|---|---|---|---|---|
4026
EyePoint Inc
EYPT
$1.16B
| $4.99M | ﹤0.01% |
350,164
+224,004
| +178% | +$2.58M |
|
4027
La-Z-Boy
LZB
$1.67B
| $4.98M | ﹤0.01% |
145,202
-32,463
| -18% | -$1.19M |
|
4028
PUT
MasTec
MTZ
$23B
| $4.98M | ﹤0.01% |
23,400
+14,300
| +157% | +$2.62M |
|
4029
Gentherm
THRM
$1.32B
| $4.98M | ﹤0.01% |
146,156
-91,028
| -38% | -$3.08M |
|
|
NBH
4030
Neuberger Municipal Fund Inc
NBH
$304M
| $4.98M | ﹤0.01% |
482,242
+41,991
| +10% | +$419K |
|
4031
Alignment Healthcare
ALHC
$2.79B
| $4.97M | ﹤0.01% |
284,927
-539,944
| -65% | -$8.01M |
|
4032
iShares MSCI Intl Value Factor ETF
IVLU
$4.55B
| $4.97M | ﹤0.01% |
140,032
+22,486
| +19% | +$772K |
|
4033
PUT
VanEck Oil Services ETF
OIH
$1.95B
| $4.96M | ﹤0.01% |
19,100
-25,300
| -57% | -$6.28M |
|
4034
Stewart Information Services
STC
$2.07B
| $4.96M | ﹤0.01% |
67,706
-22,794
| -25% | -$1.57M |
|
4035
Global X FinTech ETF
FINX
$173M
| $4.96M | ﹤0.01% |
148,085
+2,239
| +2% | +$76.1K |
|
4036
NBT Bancorp
NBTB
$2.79B
| $4.96M | ﹤0.01% |
118,664
-198,358
| -63% | -$8.51M |
|
|
ARI
4037
Apollo Commercial Real Estate
ARI
$886M
| $4.95M | ﹤0.01% |
488,708
+243,122
| +99% | +$2.48M |
|
4038
PUT
Advance Auto Parts
AAP
$3.46B
| $4.94M | ﹤0.01% |
80,500
-24,200
| -23% | -$1.43M |
|
|
TEM
4039
CALL
Tempus AI
TEM
$9.8B
| $4.93M | ﹤0.01% |
61,130
-251,740
| -80% | -$17.6M |
|
4040
Vanguard Russell 2000 Value ETF
VTWV
$1.38B
| $4.93M | ﹤0.01% |
31,624
+1,110
| +4% | +$165K |
|
4041
CALL
Agilent Technologies
A
$42.2B
| $4.93M | ﹤0.01% |
38,400
-2,900
| -7% | -$350K |
|
4042
Atmus Filtration Technologies
ATMU
$4.06B
| $4.93M | ﹤0.01% |
109,232
+9,839
| +10% | +$413K |
|
4043
CALL
American Tower
AMT
$81.2B
| $4.92M | ﹤0.01% |
25,604
-3,896
| -13% | -$812K |
|
4044
Tejon Ranch
TRC
$443M
| $4.92M | ﹤0.01% |
307,887
+255,008
| +482% | +$4.45M |
|
4045
Community Trust Bancorp
CTBI
$1.44B
| $4.92M | ﹤0.01% |
87,866
+3,216
| +4% | +$181K |
|
|
THQ
4046
abrdn Healthcare Opportunities Fund
THQ
$809M
| $4.91M | ﹤0.01% |
284,060
-7,492
| -3% | -$128K |
|
4047
PUT
AST SpaceMobile
ASTS
$21.4B
| $4.91M | ﹤0.01% |
100,000
| – | – |
|
|
JFLX
4048
JPMorgan Flexible Debt ETF
JFLX
$1.5B
| $4.9M | ﹤0.01% |
+97,631
| New | +$4.9M |
|
4049
Invesco Mortgage Capital
IVR
$805M
| $4.9M | ﹤0.01% |
648,451
+77,042
| +13% | +$588K |
|
4050
Danaos Corp
DAC
$2.56B
| $4.89M | ﹤0.01% |
54,452
+24,153
| +80% | +$2.23M |
|
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.