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 | |
|---|---|---|---|---|---|---|
4076
PUT
Alnylam Pharmaceuticals
ALNY
$30.4B
| $4.79M | ﹤0.01% |
10,500
| – | – |
|
4077
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$632M
| $4.78M | ﹤0.01% |
113,967
-51,823
| -31% | -$1.93M |
|
4078
Limbach Holdings
LMB
$527M
| $4.78M | ﹤0.01% |
49,230
+11,605
| +31% | +$1.4M |
|
|
PGRE
4079
DELISTED
Paramount Group
PGRE
| $4.78M | ﹤0.01% |
730,451
-323,851
| -31% | -$2.15M |
|
|
RSPA
4080
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$1.06B
| $4.77M | ﹤0.01% |
+93,377
| New | +$4.71M |
|
4081
Invesco S&P 500 High Beta ETF
SPHB
$956M
| $4.77M | ﹤0.01% |
43,430
+13,011
| +43% | +$1.36M |
|
4082
CALL
Peloton Interactive
PTON
$2.44B
| $4.76M | ﹤0.01% |
528,800
-659,800
| -56% | -$4.91M |
|
4083
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.13B
| $4.76M | ﹤0.01% |
39,063
-4,307
| -10% | -$511K |
|
|
KMTS
4084
Kestra Medical Technologies
KMTS
$1.63B
| $4.76M | ﹤0.01% |
200,150
+127,026
| +174% | +$2.27M |
|
4085
CALL
CMS Energy
CMS
$22.1B
| $4.75M | ﹤0.01% |
+64,900
| New | +$4.66M |
|
4086
CALL
Fomento Económico Mexicano
FMX
$39.7B
| $4.74M | ﹤0.01% |
48,033
+659
| +1% | +$61.2K |
|
4087
iShares Global Industrials ETF
EXI
$1.49B
| $4.74M | ﹤0.01% |
27,413
+2,152
| +9% | +$363K |
|
4088
Build-A-Bear
BBW
$474M
| $4.73M | ﹤0.01% |
72,606
+39,585
| +120% | +$2.33M |
|
|
PPTA
4089
CALL
Perpetua Resources
PPTA
$3.1B
| $4.73M | ﹤0.01% |
233,900
+77,300
| +49% | +$1.31M |
|
4090
Adeia
ADEA
$3.16B
| $4.73M | ﹤0.01% |
281,391
-128,959
| -31% | -$1.91M |
|
4091
Perdoceo Education
PRDO
$1.99B
| $4.72M | ﹤0.01% |
125,324
+45,246
| +57% | +$1.45M |
|
4092
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$250M
| $4.71M | ﹤0.01% |
193,166
+8,322
| +5% | +$188K |
|
4093
PUT
Kimberly-Clark
KMB
$36.8B
| $4.71M | ﹤0.01% |
37,900
+31,500
| +492% | +$4.07M |
|
4094
Vera Therapeutics
VERA
$2.08B
| $4.71M | ﹤0.01% |
162,075
+59,142
| +57% | +$1.37M |
|
4095
iShares US Telecommunications ETF
IYZ
$1.24B
| $4.7M | ﹤0.01% |
145,829
+43,378
| +42% | +$1.33M |
|
4096
Aehr Test Systems
AEHR
$4.02B
| $4.7M | ﹤0.01% |
156,115
+14,872
| +11% | +$322K |
|
4097
PLDT
PHI
$4.2B
| $4.69M | ﹤0.01% |
251,013
+73,439
| +41% | +$1.58M |
|
|
ETHA
4098
iShares Ethereum Trust ETF
ETHA
$5.56B
| $4.69M | ﹤0.01% |
148,881
-163,617
| -52% | -$4.85M |
|
4099
PUT
Vanguard Real Estate ETF
VNQ
$39.1B
| $4.68M | ﹤0.01% |
51,200
-29,600
| -37% | -$2.68M |
|
4100
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$415M
| $4.68M | ﹤0.01% |
93,646
+2,908
| +3% | +$144K |
|
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.