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 | |
|---|---|---|---|---|---|---|
|
AEVA
4576
Aeva Technologies
AEVA
$1.56B
| $2.94M | ﹤0.01% |
202,479
+36,561
| +22% | +$693K |
|
|
HQH
4577
abrdn Healthcare Investors
HQH
$1.35B
| $2.93M | ﹤0.01% |
158,851
+45,704
| +40% | +$746K |
|
|
BSJP
4578
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
| $2.93M | ﹤0.01% |
127,109
+10,886
| +9% | +$251K |
|
4579
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.48B
| $2.93M | ﹤0.01% |
113,832
-1,840
| -2% | -$45.7K |
|
|
EMD
4580
Western Asset Emerging Markets Debt Fund
EMD
$612M
| $2.93M | ﹤0.01% |
283,604
-5,910
| -2% | -$60.6K |
|
4581
CEMIG Preferred Shares
CIG
$5.58B
| $2.93M | ﹤0.01% |
1,386,267
+254,397
| +22% | +$499K |
|
4582
CALL
Core & Main
CNM
$8.64B
| $2.92M | ﹤0.01% |
+54,300
| New | +$3.29M |
|
4583
SK Telecom
SKM
$14.1B
| $2.92M | ﹤0.01% |
135,311
+46,129
| +52% | +$1.02M |
|
4584
AdvisorShares Ranger Equity Bear ETF
HDGE
$52.2M
| $2.92M | ﹤0.01% |
178,103
+3,823
| +2% | +$62.9K |
|
4585
PUT
First Majestic Silver
AG
$9.26B
| $2.92M | ﹤0.01% |
237,300
| – | – |
|
4586
Ranpak Holdings
PACK
$479M
| $2.92M | ﹤0.01% |
518,890
+445,755
| +609% | +$1.95M |
|
4587
Invesco Russell 1000 Equal Weight ETF
EQAL
$849M
| $2.91M | ﹤0.01% |
56,047
-9,434
| -14% | -$480K |
|
4588
Paymentus
PAY
$5.31B
| $2.91M | ﹤0.01% |
95,235
+85,151
| +844% | +$2.82M |
|
4589
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.2B
| $2.91M | ﹤0.01% |
44,930
-50,984
| -53% | -$3.05M |
|
|
EFAA
4590
Invesco MSCI EAFE Income Advantage ETF
EFAA
$631M
| $2.91M | ﹤0.01% |
+55,089
| New | +$2.87M |
|
4591
Similarweb
SMWB
$789M
| $2.91M | ﹤0.01% |
312,987
+273,943
| +702% | +$2.45M |
|
4592
Hanmi Financial
HAFC
$963M
| $2.91M | ﹤0.01% |
117,892
+54,386
| +86% | +$1.34M |
|
|
GBAB
4593
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$393M
| $2.91M | ﹤0.01% |
186,823
-13,859
| -7% | -$212K |
|
4594
Omeros
OMER
$1.26B
| $2.91M | ﹤0.01% |
709,089
-159,411
| -18% | -$632K |
|
|
CTO
4595
CTO Realty Growth
CTO
$823M
| $2.9M | ﹤0.01% |
178,199
-385
| -0.2% | -$6.5K |
|
4596
CALL
Chewy
CHWY
$9.2B
| $2.9M | ﹤0.01% |
71,786
-68,182
| -49% | -$2.63M |
|
4597
CALL
American Water Works
AWK
$27.1B
| $2.9M | ﹤0.01% |
20,858
| – | – |
|
|
SLSR
4598
Solaris Resources
SLSR
$1.3B
| $2.89M | ﹤0.01% |
454,082
+394,135
| +657% | +$2.09M |
|
|
HIO
4599
Western Asset High Income Opportunity Fund
HIO
$338M
| $2.89M | ﹤0.01% |
753,190
+281,615
| +60% | +$1.12M |
|
4600
CALL
RH
RH
$3.4B
| $2.88M | ﹤0.01% |
+14,200
| New | +$3.08M |
|
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.