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 | |
|---|---|---|---|---|---|---|
4501
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
| $3.16M | ﹤0.01% |
66,106
+8,128
| +14% | +$381K |
|
|
SHCO
4502
DELISTED
Soho House & Co
SHCO
| $3.16M | ﹤0.01% |
356,533
+220,516
| +162% | +$1.74M |
|
|
ETHA
4503
PUT
iShares Ethereum Trust ETF
ETHA
$5.56B
| $3.15M | ﹤0.01% |
+100,000
| New | +$2.97M |
|
4504
CALL
Moody's
MCO
$84.6B
| $3.14M | ﹤0.01% |
6,600
+1,000
| +18% | +$504K |
|
4505
CALL
iShares Semiconductor ETF
SOXX
$46.6B
| $3.14M | ﹤0.01% |
11,580
-24,330
| -68% | -$6.07M |
|
4506
CALL
MSCI
MSCI
$41.8B
| $3.13M | ﹤0.01% |
5,516
+2,008
| +57% | +$1.14M |
|
4507
Mid Penn Bancorp
MPB
$971M
| $3.12M | ﹤0.01% |
109,027
+75,686
| +227% | +$2.2M |
|
|
VRE
4508
DELISTED
Veris Residential
VRE
| $3.12M | ﹤0.01% |
205,324
-117,764
| -36% | -$1.75M |
|
4509
VanEck Biotech ETF
BBH
$428M
| $3.12M | ﹤0.01% |
18,801
-2,422
| -11% | -$395K |
|
4510
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$293M
| $3.11M | ﹤0.01% |
72,290
+2,564
| +4% | +$109K |
|
4511
First Busey Corp
BUSE
$2.58B
| $3.11M | ﹤0.01% |
134,421
-79,942
| -37% | -$1.9M |
|
4512
Vitamin Cottage Natural Grocers
NGVC
$646M
| $3.1M | ﹤0.01% |
77,382
-12,845
| -14% | -$496K |
|
|
SEG
4513
Seaport Entertainment Group
SEG
$366M
| $3.09M | ﹤0.01% |
134,979
+2,200
| +2% | +$51.7K |
|
4514
PUT
UDR
UDR
$12.2B
| $3.09M | ﹤0.01% |
83,000
+55,500
| +202% | +$2.16M |
|
4515
Better Home & Finance Holding
BETR
$21.6M
| $3.09M | ﹤0.01% |
55,053
+30,869
| +128% | +$686K |
|
4516
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.04B
| $3.09M | ﹤0.01% |
160,043
+1,258
| +0.8% | +$24.2K |
|
4517
PUT
SentinelOne
S
$8.17B
| $3.09M | ﹤0.01% |
175,300
-150,000
| -46% | -$2.69M |
|
|
ACP
4518
abrdn Income Credit Strategies Fund
ACP
$644M
| $3.08M | ﹤0.01% |
531,221
-105,662
| -17% | -$626K |
|
4519
HealthStream
HSTM
$849M
| $3.08M | ﹤0.01% |
109,091
-1,505
| -1% | -$41.4K |
|
4520
WisdomTree Dynamic International Equity Fund
DDWM
$1.51B
| $3.07M | ﹤0.01% |
73,556
+17,359
| +31% | +$709K |
|
|
SDHIU
4521
Siddhi Acquisition Corp Unit
SDHIU
| $3.07M | ﹤0.01% |
299,300
+149,300
| +100% | +$1.54M |
|
4522
Amplify Online Retail ETF
IBUY
$125M
| $3.07M | ﹤0.01% |
40,321
-985
| -2% | -$72K |
|
4523
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$666M
| $3.07M | ﹤0.01% |
241,978
+54,860
| +29% | +$655K |
|
4524
Deluxe
DLX
$1.11B
| $3.06M | ﹤0.01% |
157,803
-101,390
| -39% | -$1.85M |
|
4525
Safe Bulkers
SB
$781M
| $3.05M | ﹤0.01% |
687,698
+83,917
| +14% | +$356K |
|
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.