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 | |
|---|---|---|---|---|---|---|
4451
Vitesse Energy
VTS
$682M
| $3.32M | ﹤0.01% |
143,072
+18,980
| +15% | +$466K |
|
4452
Gabelli Dividend & Income Trust
GDV
$2.7B
| $3.32M | ﹤0.01% |
122,355
-5,247
| -4% | -$140K |
|
|
KLC
4453
KinderCare Learning Companies
KLC
$572M
| $3.32M | ﹤0.01% |
499,364
-240,710
| -33% | -$2.02M |
|
|
ESPR
4454
DELISTED
Esperion Therapeutics
ESPR
| $3.3M | ﹤0.01% |
1,246,310
-290,902
| -19% | -$563K |
|
4455
CALL
Celestica
CLS
$43.8B
| $3.3M | ﹤0.01% |
+13,400
| New | +$2.7M |
|
4456
iShares Global Comm Services ETF
IXP
$569M
| $3.3M | ﹤0.01% |
26,682
-1,335
| -5% | -$157K |
|
4457
CALL
Reliance Steel & Aluminium
RS
$21.7B
| $3.29M | ﹤0.01% |
+11,700
| New | +$3.51M |
|
4458
PUT
iShares MSCI South Korea ETF
EWY
$27.6B
| $3.28M | ﹤0.01% |
41,000
-333,800
| -89% | -$24.9M |
|
4459
IBEX
IBEX
$482M
| $3.28M | ﹤0.01% |
80,993
+12,124
| +18% | +$385K |
|
|
AHRT
4460
AH Realty Trust
AHRT
$506M
| $3.28M | ﹤0.01% |
467,830
+340,116
| +266% | +$2.41M |
|
4461
Transcat
TRNS
$888M
| $3.28M | ﹤0.01% |
44,788
+2,036
| +5% | +$164K |
|
|
LAC
4462
Lithium Americas
LAC
$1.24B
| $3.27M | ﹤0.01% |
572,267
-2,075,329
| -78% | -$6.56M |
|
4463
AtriCure
ATRC
$2.21B
| $3.27M | ﹤0.01% |
92,659
-23,497
| -20% | -$810K |
|
4464
CALL
Gaming and Leisure Properties
GLPI
$12.7B
| $3.26M | ﹤0.01% |
+70,000
| New | +$3.3M |
|
4465
Pharvaris
PHVS
$2.38B
| $3.26M | ﹤0.01% |
130,752
+127,009
| +3,393% | +$2.82M |
|
4466
InMode
INMD
$875M
| $3.26M | ﹤0.01% |
218,631
+47,000
| +27% | +$687K |
|
4467
YieldMax COIN Option Income Strategy ETF
CONY
$334M
| $3.25M | ﹤0.01% |
47,287
+42,053
| +803% | +$3.31M |
|
4468
CALL
GitLab
GTLB
$7.32B
| $3.25M | ﹤0.01% |
72,120
+12,100
| +20% | +$554K |
|
|
ATYR
4469
aTyr Pharma
ATYR
$54.2M
| $3.25M | ﹤0.01% |
4,505,955
+2,760,238
| +158% | +$12.5M |
|
4470
Gogo Inc
GOGO
$377M
| $3.25M | ﹤0.01% |
378,101
+124,526
| +49% | +$1.58M |
|
4471
Vanguard ESG US Corporate Bond ETF
VCEB
$1.15B
| $3.25M | ﹤0.01% |
50,548
-362
| -0.7% | -$23K |
|
4472
BlackRock Multi-Sector Income Trust
BIT
$701M
| $3.24M | ﹤0.01% |
242,324
-38,343
| -14% | -$543K |
|
4473
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$361M
| $3.24M | ﹤0.01% |
63,678
+3,321
| +6% | +$167K |
|
4474
Direxion Daily S&P 500 Bull 2X ETF
SPUU
$286M
| $3.24M | ﹤0.01% |
+18,008
| New | +$3.01M |
|
4475
WisdomTree Japan SmallCap Dividend Fund
DFJ
$404M
| $3.24M | ﹤0.01% |
34,141
-3,285
| -9% | -$299K |
|
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.