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 | |
|---|---|---|---|---|---|---|
|
LTC
4351
LTC Properties
LTC
$2.1B
| $3.65M | ﹤0.01% |
99,148
+39,588
| +66% | +$1.41M |
|
4352
PUT
Celsius Holdings
CELH
$7.28B
| $3.64M | ﹤0.01% |
63,400
| – | – |
|
4353
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$195M
| $3.64M | ﹤0.01% |
76,728
+5,076
| +7% | +$240K |
|
4354
CALL
Mondelez International
MDLZ
$81.1B
| $3.64M | ﹤0.01% |
58,300
+2,900
| +5% | +$187K |
|
4355
Simulations Plus
SLP
$370M
| $3.64M | ﹤0.01% |
241,584
+92,352
| +62% | +$1.34M |
|
4356
Hartford Multifactor US Equity ETF
ROUS
$734M
| $3.63M | ﹤0.01% |
63,222
-10,670
| -14% | -$589K |
|
4357
Miller Industries
MLR
$640M
| $3.63M | ﹤0.01% |
89,874
+42,214
| +89% | +$1.78M |
|
4358
Pacer Trendpilot US Mid Cap ETF
PTMC
$408M
| $3.63M | ﹤0.01% |
101,376
-6,642
| -6% | -$234K |
|
|
HUYA
4359
Huya Inc
HUYA
$538M
| $3.63M | ﹤0.01% |
1,089,194
+862,287
| +380% | +$2.84M |
|
|
XRN
4360
Chiron Real Estate Inc
XRN
$484M
| $3.63M | ﹤0.01% |
107,551
+30,842
| +40% | +$1.1M |
|
|
PDM
4361
Piedmont Realty Trust
PDM
$1.2B
| $3.63M | ﹤0.01% |
402,808
-215,319
| -35% | -$1.73M |
|
4362
Ivanhoe Electric
IE
$1.66B
| $3.63M | ﹤0.01% |
288,848
-178,478
| -38% | -$1.76M |
|
|
IFN
4363
Aberdeen India Fund
IFN
$505M
| $3.62M | ﹤0.01% |
247,317
+10,013
| +4% | +$155K |
|
4364
Methanex
MEOH
$4.19B
| $3.62M | ﹤0.01% |
91,068
+9,522
| +12% | +$338K |
|
4365
VanEck Short High Yield Muni ETF
SHYD
$456M
| $3.62M | ﹤0.01% |
157,886
-4,318
| -3% | -$97.9K |
|
|
RWT
4366
Redwood Trust
RWT
$599M
| $3.61M | ﹤0.01% |
623,924
-129,082
| -17% | -$772K |
|
4367
Unitil
UTL
$992M
| $3.61M | ﹤0.01% |
75,336
-29,817
| -28% | -$1.46M |
|
4368
Gotham 1000 Value ETF
GVLU
$297M
| $3.6M | ﹤0.01% |
141,307
-1,555
| -1% | -$38.7K |
|
4369
United States Lime & Minerals
USLM
$3.37B
| $3.6M | ﹤0.01% |
27,376
-7,636
| -22% | -$882K |
|
4370
Methode Electronics
MEI
$593M
| $3.6M | ﹤0.01% |
476,974
+428,654
| +887% | +$3.19M |
|
4371
UroGen Pharma
URGN
$2.34B
| $3.6M | ﹤0.01% |
180,460
-128,067
| -42% | -$2.3M |
|
4372
NatWest
NWG
$76.9B
| $3.6M | ﹤0.01% |
254,301
-523,737
| -67% | -$7.39M |
|
4373
TriCo Bancshares
TCBK
$1.86B
| $3.59M | ﹤0.01% |
80,928
+35,804
| +79% | +$1.56M |
|
4374
CALL
Veritone
VERI
$139M
| $3.59M | ﹤0.01% |
744,760
| – | – |
|
4375
iShares Asia 50 ETF
AIA
$5.07B
| $3.58M | ﹤0.01% |
37,893
+3,501
| +10% | +$301K |
|
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.