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 | |
|---|---|---|---|---|---|---|
|
NFJ
4051
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.46B
| $4.89M | ﹤0.01% |
375,755
-45,312
| -11% | -$579K |
|
4052
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
| $4.89M | ﹤0.01% |
206,904
+29,012
| +16% | +$684K |
|
4053
PUT
Amcor
AMCR
$21.4B
| $4.89M | ﹤0.01% |
119,460
+25,800
| +28% | +$1.16M |
|
4054
CALL
American Express
AXP
$232B
| $4.88M | ﹤0.01% |
14,700
+3,700
| +34% | +$1.18M |
|
4055
St. Joe Company
JOE
$3.89B
| $4.88M | ﹤0.01% |
98,586
-10,814
| -10% | -$545K |
|
4056
Ouster
OUST
$3.25B
| $4.86M | ﹤0.01% |
179,761
+104,624
| +139% | +$2.92M |
|
4057
PUT
ARK Genomic Revolution ETF
ARKG
$1.78B
| $4.86M | ﹤0.01% |
175,000
| – | – |
|
4058
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$796M
| $4.85M | ﹤0.01% |
91,761
+22,874
| +33% | +$1.15M |
|
|
AEBI
4059
Aebi Schmidt Holding AG
AEBI
$1.06B
| $4.85M | ﹤0.01% |
+389,184
| New | +$4.9M |
|
|
FINV
4060
FinVolution Group
FINV
$1.07B
| $4.85M | ﹤0.01% |
657,406
+445,953
| +211% | +$3.91M |
|
|
JOYY
4061
JOYY Inc
JOYY
$3.64B
| $4.84M | ﹤0.01% |
82,656
-91,119
| -52% | -$5.01M |
|
4062
CALL
The Mosaic Company
MOS
$6.92B
| $4.84M | ﹤0.01% |
139,600
-77,100
| -36% | -$2.66M |
|
4063
LGI Homes
LGIH
$1.37B
| $4.84M | ﹤0.01% |
93,544
+809
| +0.9% | +$47.2K |
|
4064
CALL
Royal Gold
RGLD
$19.1B
| $4.83M | ﹤0.01% |
+24,096
| New | +$4.17M |
|
4065
Columbia Multi-Sector Municipal Income ETF
MUST
$599M
| $4.83M | ﹤0.01% |
235,085
-10,717
| -4% | -$216K |
|
4066
PUT
Trade Desk
TTD
$6.84B
| $4.82M | ﹤0.01% |
98,400
+35,000
| +55% | +$2.22M |
|
4067
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.23B
| $4.82M | ﹤0.01% |
73,265
+34,496
| +89% | +$1.91M |
|
4068
Helios Technologies
HLIO
$2.67B
| $4.82M | ﹤0.01% |
92,432
+43,392
| +88% | +$2.03M |
|
4069
Dole
DOLE
$1.26B
| $4.81M | ﹤0.01% |
358,239
+247,830
| +224% | +$3.48M |
|
|
AIRO
4070
AIRO Group Holdings
AIRO
$337M
| $4.81M | ﹤0.01% |
250,733
+178,460
| +247% | +$3.91M |
|
4071
CALL
Mobileye
MBLY
$7.57B
| $4.8M | ﹤0.01% |
+340,200
| New | +$5.06M |
|
4072
Tilray
TLRY
$640M
| $4.8M | ﹤0.01% |
277,645
-64,535
| -19% | -$617K |
|
4073
B&G Foods
BGS
$299M
| $4.8M | ﹤0.01% |
1,084,214
+44,923
| +4% | +$196K |
|
4074
Simmons First National
SFNC
$3.46B
| $4.79M | ﹤0.01% |
250,117
-271,464
| -52% | -$5.42M |
|
4075
Eton Pharmaceutcials
ETON
$1.12B
| $4.79M | ﹤0.01% |
220,361
+7,877
| +4% | +$131K |
|
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.