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 | |
|---|---|---|---|---|---|---|
|
AOD
4476
abrdn Total Dynamic Dividend Fund
AOD
$1.13B
| $3.24M | ﹤0.01% |
341,968
-7,657
| -2% | -$69.8K |
|
4477
iShares MSCI Indonesia ETF
EIDO
$484M
| $3.23M | ﹤0.01% |
184,257
+61,188
| +50% | +$1.09M |
|
4478
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$5.41B
| $3.23M | ﹤0.01% |
+61,565
| New | +$3.12M |
|
4479
Clearfield
CLFD
$390M
| $3.22M | ﹤0.01% |
93,644
-13,261
| -12% | -$494K |
|
4480
Tompkins Financial
TMP
$1.45B
| $3.22M | ﹤0.01% |
48,565
+2,860
| +6% | +$192K |
|
|
EOT
4481
Eaton Vance National Municipal Opportunities Trust
EOT
$274M
| $3.22M | ﹤0.01% |
193,237
-48,032
| -20% | -$785K |
|
4482
Esquire Financial Holdings
ESQ
$1.59B
| $3.21M | ﹤0.01% |
31,486
+1,537
| +5% | +$152K |
|
|
OBE
4483
Obsidian Energy
OBE
$697M
| $3.21M | ﹤0.01% |
491,153
+403,486
| +460% | +$2.4M |
|
4484
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$284M
| $3.21M | ﹤0.01% |
139,032
+20,741
| +18% | +$475K |
|
4485
PUT
IQVIA
IQV
$39.8B
| $3.21M | ﹤0.01% |
16,900
-28,800
| -63% | -$5.24M |
|
4486
BlackRock MuniHoldings California Quality Fund
MUC
$1.02B
| $3.21M | ﹤0.01% |
295,777
-83,330
| -22% | -$864K |
|
4487
Helen of Troy
HELE
$699M
| $3.2M | ﹤0.01% |
126,961
+29,128
| +30% | +$705K |
|
4488
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$442M
| $3.2M | ﹤0.01% |
18,509
-5,192
| -22% | -$849K |
|
|
LAR
4489
Lithium Argentina AG
LAR
$1.11B
| $3.2M | ﹤0.01% |
956,959
+62,806
| +7% | +$190K |
|
4490
Karat Packaging
KRT
$953M
| $3.19M | ﹤0.01% |
126,714
-369,343
| -74% | -$9.71M |
|
4491
First Trust Dorsey Wright International Focus 5 ETF
IFV
$237M
| $3.19M | ﹤0.01% |
130,424
+40,231
| +45% | +$954K |
|
4492
Four Corners Property Trust
FCPT
$2.76B
| $3.19M | ﹤0.01% |
130,840
-391,231
| -75% | -$10.1M |
|
4493
Cohen & Steers Closed End Opportunity Fund
FOF
$383M
| $3.19M | ﹤0.01% |
244,605
+1,347
| +0.6% | +$17.4K |
|
4494
Marcus Corp
MCS
$929M
| $3.18M | ﹤0.01% |
205,330
+54,005
| +36% | +$866K |
|
4495
XPEL
XPEL
$1.39B
| $3.18M | ﹤0.01% |
96,219
-4,756
| -5% | -$169K |
|
|
USAS
4496
Americas Gold and Silver
USAS
$1.7B
| $3.18M | ﹤0.01% |
855,194
+713,351
| +503% | +$1.86M |
|
4497
Newegg Commerce
NEGG
$397M
| $3.17M | ﹤0.01% |
75,482
+53,411
| +242% | +$2.7M |
|
4498
CALL
Lincoln National
LNC
$8.67B
| $3.17M | ﹤0.01% |
78,500
+71,000
| +947% | +$2.75M |
|
4499
Lightspeed Commerce
LSPD
$1.42B
| $3.17M | ﹤0.01% |
274,079
-92,164
| -25% | -$1.13M |
|
4500
PUT
FMC
FMC
$1.27B
| $3.16M | ﹤0.01% |
93,920
+90,000
| +2,296% | +$3.51M |
|
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.