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 | |
|---|---|---|---|---|---|---|
4201
World Kinect Corp
WKC
$1.9B
| $4.25M | ﹤0.01% |
163,948
-459,323
| -74% | -$12.4M |
|
|
SEZL
4202
Sezzle
SEZL
$4.37B
| $4.25M | ﹤0.01% |
53,489
-37,688
| -41% | -$4.33M |
|
|
VISN
4203
CALL
Vistance Networks Inc
VISN
$2.62B
| $4.25M | ﹤0.01% |
+274,800
| New | +$3.57M |
|
4204
Middlesex Water
MSEX
$1.11B
| $4.25M | ﹤0.01% |
78,536
+28,275
| +56% | +$1.51M |
|
4205
CALL
Live Nation Entertainment
LYV
$43.3B
| $4.25M | ﹤0.01% |
26,000
+21,000
| +420% | +$3.32M |
|
|
SEM
4206
DELISTED
Select Medical
SEM
| $4.24M | ﹤0.01% |
330,565
+47,314
| +17% | +$631K |
|
|
DRD
4207
DRDGold
DRD
$2.06B
| $4.24M | ﹤0.01% |
153,679
+62,629
| +69% | +$1.12M |
|
4208
BlackRock Science and Technology Trust
BST
$1.75B
| $4.24M | ﹤0.01% |
102,442
-20,810
| -17% | -$821K |
|
4209
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$316M
| $4.23M | ﹤0.01% |
180,699
+17,783
| +11% | +$415K |
|
4210
Compass Minerals
CMP
$1.1B
| $4.23M | ﹤0.01% |
220,168
+15,444
| +8% | +$307K |
|
|
ATXS
4211
DELISTED
Astria Therapeutics
ATXS
| $4.22M | ﹤0.01% |
580,151
-132,101
| -19% | -$894K |
|
4212
CALL
Canadian National Railway
CNI
$77.2B
| $4.21M | ﹤0.01% |
44,618
+19,840
| +80% | +$1.91M |
|
4213
CALL
GE HealthCare
GEHC
$33.3B
| $4.21M | ﹤0.01% |
56,000
+53,043
| +1,794% | +$3.96M |
|
|
GTY
4214
Getty Realty Corp
GTY
$2.05B
| $4.21M | ﹤0.01% |
156,735
+42,934
| +38% | +$1.2M |
|
4215
Camping World
CWH
$675M
| $4.2M | ﹤0.01% |
266,095
+982
| +0.4% | +$16.8K |
|
4216
State Street SPDR S&P Health Care Equipment ETF
XHE
$169M
| $4.2M | ﹤0.01% |
53,342
-17,425
| -25% | -$1.39M |
|
4217
Cars.com
CARS
$672M
| $4.19M | ﹤0.01% |
343,100
+55,324
| +19% | +$710K |
|
4218
Vanguard US Momentum Factor ETF
VFMO
$1.94B
| $4.18M | ﹤0.01% |
21,810
+489
| +2% | +$87.8K |
|
4219
POSCO
PKX
$17.1B
| $4.18M | ﹤0.01% |
84,845
-50,694
| -37% | -$2.73M |
|
|
EMO
4220
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.06B
| $4.17M | ﹤0.01% |
92,918
-7,379
| -7% | -$348K |
|
4221
CALL
Cognizant
CTSH
$26.7B
| $4.17M | ﹤0.01% |
62,200
+21,900
| +54% | +$1.58M |
|
4222
Butterfly Network
BFLY
$2.36B
| $4.17M | ﹤0.01% |
2,160,192
+1,765,780
| +448% | +$3M |
|
4223
CALL
Cummins
CMI
$87B
| $4.17M | ﹤0.01% |
9,866
| – | – |
|
4224
Eldorado Gold
EGO
$10B
| $4.16M | ﹤0.01% |
144,148
-470,337
| -77% | -$11.1M |
|
4225
Northeast Bank
NBN
$1.16B
| $4.16M | ﹤0.01% |
41,521
-4,667
| -10% | -$477K |
|
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.